From the People table:
Adding Permanent Contacts
From the People table:
- Edit the person’s record who you want to add a permanent contact to (either double click on them, select them and click the “edit” action button, or right-click on the person and choose edit).
- Click the Additional Contacts subtab.
- Click the green New button.
- To make an existing person a permanent contact type a name into the field where it says “Start typing to find a new person…” and select the correct person. To add a new person click the blue “+” combo box.
- Select the correct relation to the person, and select the correct “Guardianship” radio button (“Guardian of ____”, “Ward of ____”, or “Is neither a Ward or Guardian of ____”).
- Click the green Save and Back button to save this contact to the person’s record.
Adding Emergency Contacts
From the People table:
- Edit the person’s record who you want to add an emergency contact to (either double click on them, select them and click the “edit” action button, or right-click on the person and choose edit).
- Click the Additional Contacts subtab.
- Click the green New button.
- Fill in the required fields and any additional fields you want to fill in. The Is Emergency checkbox will be checked automatically.
- Click the green Save and Back action button to save this emergency contact to the person’s record.
Comments
0 comments
Please sign in to leave a comment.