Tracking services and assessing their effectiveness is the bread and butter of your work. Luckily, you can do all of that in VerticalChange.
Filling out an Activity Form
First, find your contact through the Jump-To feature or through the Contacts grid. Once you have found the contact you'd like to fill out an activity form for, click on the Activities tab of their dashboard.
Once inside the Activities tab, you'll find a list of forms available for you to fill out, dependent on the program that the contact has been enrolled in. If you don't see a list of forms there, check that your contact is enrolled in the correct program.
You'll also see a list of completed Activity forms for that contact.
From the Record a new activity dropdown, select the form you want to complete. Once you click on it, the form will appear. Make sure to complete all the required fields and select Save.
Filling out an Assessment Form
Follow the same steps as above, except click the Assessments tab, and select from the list of assessment forms.
