Contacts
People, Families, and Groups: Create new, search for existing, and track data about
By Angela and 1 other2 authors30 articles
- A Contact's Profile
- Edit Contact or Group Details
- Enroll Contact in a Program
- Change Dates of Enrollment
- Assign an enrollment type to a contact
- Add or Remove a Contact to an Existing Group
- Add or Remove Family Members and Relationships to an Existing Family
- Assign Staff to a Family and All Members
- Enroll a Family and All Members in a Program
- Upload a Contact's Document
- Activities and Assessment Dropdown Location Update