The Profile will display a summary of the child’s information. This quick view allows the user to see all critical information quickly.
IMPORTANT: This is a view only screen, to edit any of the information, the user will need to access each of the Top Menu Tabs to edit. Quick links allow a direct link to the tab where information can be edited.
Once the information is displayed, more tabs are accessible to add or modify the data.
To View the Contact Profile
Go to the Left Menu> Select “Contact”
From the Contact Finder, the user may search for an existing contact or may add a new contract.
Add or Edit a Child
If the child already exists in the database, use the Search Criteria to view the child.
To add a child to the database, Click the “+” Add Child