VerticalChange

How to sort forms on a client's dashboard

Sorting Forms on a Contact's Dashboard

Here are some helpful tips when you are creating forms.

How to track activities or assessments through VerticalChange

Sometimes we make mistakes and need to change what we entered.  Here's how!

How to complete Activity and Assessment forms for Groups

How to meet your goals by completing forms with deadlines

How to complete guided forms on a contact's Dashboard

Troubleshooting tips if your form is not saving

Search for a form result by program, type of form you're looking for, the assigned staff, and the name of the contact.

How to view form results that were completed on a person, group or program contact

How to print a list of all of your contact's completed activity or assessment forms

Using Groups and Activity forms to take attendance for a roster of students (or attendees)

How to Seal Records for Contact's Enrollment

Creating new and editing existing form results for contacts, tracking complete and incomplete forms through goals

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you