To add, edit or deactivate contacts for children/families- go to a family record, then select the child tab.
On the child tab select the More option, then select Contacts.
To add a new contact enter the contact's details in the blank fields then press Save. The available fields are listed below-
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Contact Type- this section helps to classify what type of contact is being entered, this is a required field (options cannot be removed from the selection list)
- Emergency Release
- First Release
- Doctor
- Dentist
- DO NOT Release
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First Name
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Last Name
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Relationship- the values here will populate based on the Relationship type valid values that are setup under Setup > System Config, Valid Values
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Active
- Can be Released? check this box if the contact can pick up the child
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Release Limitations/Notes
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Payer- if the contact can pay on the account or not, if this is marked as yes, then a username and password will display once the contact is saved. If yes is selected an email is required.
- Yes
- No
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PIN Number- the contact's PIN number will display once the contact is saved
- Disable PIN
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Drivers License
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Address
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Address 2
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City
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State
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Zip
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Home Phone
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Work Phone
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Cell Phone
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Email
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Picture
