Contacts can be clients, partners, volunteers, donors, or any type of person your agency works with. You can create, edit, list and export your contacts at any time. You'll be able to write case notes on your contacts, provide and record activities for them, have them complete assessments, and much more. You can also customize what type of information you record for your contacts. That's covered in the next section.

There are times when you might want to log some notes about a contact that don't refer to a specific activity, assessment, visit, etc. A contacts' notes tab is a great place to enter this type of information. You'll soon have the ability to search through all notes within the application, making it very easy to quickly find a specific note.

As you create new activities and assessments as an agency, you'll add these to programs. In order for them to be available to your contacts, you'll need your contacts to be enrolled in their corresponding programs. This helps organize your contacts.

Anytime you talk or meet one of your contacts, you may want to record an activity for this event. For example, as an admin, you could create a "Phone call" Activity, and as you're talking to a contact on the phone, you could record this call with them and enter in the amount of time you were on the phone. Doing so, you'll then be able to see how many times you were on the phone with this person, and for how long. You can always download this information at any time as well. It might be important for you to figure out for example, how many phone calls you recorded with a single contact during a specific month.

Your agency might have specific forms or surveys they use to gather data from its contacts. These might contain likert scales and complex multiple choice questions, and each question may have specific weights associated with them. An assessment is a tool used to analyze contact input and help gather information for reporting outcomes. 

Besides basic contact information like email and phone number, you might want to record a richer set of data about your contacts. For example, you might also want to record their birthdate, their income range, etc. This can be done at any time through the "Form" area of the Agency Admin section. The "Contact Forms" tab contains a template of the contact form you can edit at anytime. As you customize and save this form, you'll notice that these changes are automatically applied to the form you use to add new contacts to the system.

A program is a way of organizing and grouping your data into specific focus areas. For example, you may have a "Youth Counseling" program, and many youth focused activities and assessments that you associated with it. When you enroll someone into this program, you'll be able to see only those activities and assessments that are associated with this program. When you start adding a lot of activities and assessments, programs become a helpful way to filter out what is available to certain contacts.

* If you don't have multiple programs at your agency, you can simply assign all of your activities and assessments to a single program and name it whatever you want.

An activity is "any specific action or process undertaken over a specific period of time by an organization to convert resources to products or services to achieve results." Activities can include phone calls, home visits, in office consultations, classes or workshops. You'll want to use activities frequently to record your interactions with your contacts, potentially including things like the duration of the activity, the cost, etc. Activities can belong to one or many programs.

Assessments are any data collection form meant to measure the state, or changes in state. Assessment Forms can be built with measurable fields that can automatically graph changes over time. For example, testing students, and reporting their scores over time might be one use case. Assessments can belong to one or many programs.

Users with "Admin" rights will be able to access this area and make changes to your account. The user who initially signed up will automatically be an "Admin" user, and will be able to invite other users. Admin users will also be able to promote/demote users as admins and remove users from the system as well.

You can invite new users to your account. When you add a new user, they will be sent a welcome email that they'll need to open and read. There is a link in the email they'll need to click as well. When they click this link, they'll be prompted to create a password, then, they'll be added to the account. After they have their account created, you will be billed for this user.

The billing tab will show you what your current run rate is. You'll also be able to access your past invoices here, so you can reference your accounts payment history.

You can schedule tasks for yourself or for other users. When users log into their accounts, they'll be able to see what tasks they have to accomplish for the day. This is a great way to ensure users have a list of actionable items, and is also a great way to schedule future events. For example, after providing an assessment to a contact, you might want to do the same thing the following week. You can simply create this as a task with the appropriate due date.

It's important to be able to see what is happening within your agency, and Events helps to do that. Every time a user creates a contact, records an activity, or does something substantial within the system, an event is created.

If there are documents that you need to share between your users, you can use the documents area to upload and store them to a secure location. Other users in your agency will then be able to go to the documents area and download them for future use. This is a great way to ensure users are using the most up-to-date copies of your agencies documents.