Family- How do I 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