Family- How to add a contact from the admin side

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- 

• 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

• First Name
• Last Name
• Relationship- the values here will populate based on the Relationship type valid values that are setup under Setup > System Config, Valid Values
• Active
  • Can be Released? check this box if the contact can pick up the child
• Release Limitations/Notes
• 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
• PIN Number- the contact's PIN number will display once the contact is saved
  • Disable PIN
• Drivers License
• Address
• Address 2
• City
• State
• Zip
• Home Phone
• Work Phone
• Cell Phone
• Email
• Picture