Contacts

People, Families, and Groups: Create new, search for existing, and track data about

Alexis Dorn avatar Ann Cowell avatar Carrie Rosales avatar +2
26 articles in this collection
Written by Alexis Dorn, Ann Cowell, Carrie Rosales and 2 others
Tracking Data About Contacts

A Contact's Profile

A description of each of the tabs in a contact's profile and information that can be found on each tab.
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Edit Contact, Group, or Family Details

How to edit and update a person contact's, group contact's or family contact's information
Ann Cowell avatar
Written by Ann Cowell
Updated over a week ago

Enroll Contact in a Program

How to enroll a person, group or family contact in a program
Lauren French avatar
Written by Lauren French
Updated over a week ago

Change Dates of Enrollment

When enrolling a contact into a program, you can change the dates that they were enrolled and dis-enrolled.
Carrie Rosales avatar
Written by Carrie Rosales
Updated over a week ago

Assign an enrollment type to a contact

How to assign a contact to a particular type of program enrollment
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Add or Remove a Contact to an Existing Group

How to add a person contact as a member of a group, or remove the contact from a group
Lauren French avatar
Written by Lauren French
Updated over a week ago

Add or Remove Family Members and Relationships to an Existing Family

Connect all members of a family to track them as a unit
Carrie Rosales avatar
Written by Carrie Rosales
Updated over a week ago

Assign Staff to a Family and All Members

How to use the Family Staff Assignment button on a family's Dashboard
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Enroll a Family and All Members in a Program

How to use the Family Program Enrollment button on a family's Dashboard
Carrie Rosales avatar
Written by Carrie Rosales
Updated over a week ago

Upload a Contact's Document

How to upload a document to your contact's profile
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago