Adding Related People and Additional (Emergency) Contacts

From the People table:

Adding Permanent Contacts

From the People table:

1. 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).
2. Click the Additional Contacts subtab.
3. Click the green New button.
4. 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.
5. 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 ____”).
6. Click the green Save and Back button to save this contact to the person’s record.

Adding Emergency Contacts

From the People table:

1. 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).
2. Click the Additional Contacts subtab.
3. Click the green New button.
4. Fill in the required fields and any additional fields you want to fill in. The Is Emergency checkbox will be checked automatically.
5. Click the green Save and Back action button to save this emergency contact to the person’s record.