Create Contact List

From guardian, parent, relatives to advocate and employers can be added to an individual’s contact list.

1. From Dashboard click on the Admin tab

2. Click on the New link beside Contact.

3. Select an individual from the Individual Search page.

Users may also click on the Contact List link at the bottom of an individual’s Individual Demographic Form (IDF).

4. Individual Contact page will appear. Enter the First Name, Last Name, and Relationship To Individual fields. Users may also enter Comments and the Address section of the page.

Fields mark with Red Asterisk (*) are required and must be filled in.

5. Click on the Save button at the bottom of the page.

6. A success message will show up at the top of the screen.

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