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  2. Contact Record

Contact Record

Learn how to manage student’s checklist, view forms, add notes and manage households via the contact record.

General Information

  • Roles & Statuses Explained
  • Contact Record Overview
  • Child-Centric Model Training
  • Legacy Role
  • Contact Record Video Tutorial

Contact Record: Navigation Tabs

  • Contact Record: Summary Tab
  • Contact Record: Personal Tab
  • Contact Record: Admissions Tab
  • Contact Record: Households Tab Overview
  • Contact Record: History Page
  • Reminders, Recent Activity, & Document History
See all 12 articles

Contact Record: Action Menus

  • Contact Record: Manage Contract Menu
  • Contact Record: Edit Menu
  • Contact Record: Communicate Menu
  • Contact Record: Download Menu

Additional Information

  • Customizing the Contact Record
  • Admin File Upload on Form Checklist Items
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