Underneath the checklist on the left side of the contact record is related contacts. This is where you can view other contacts with a relationship to the child that are defined with records in the system.

  • Add a new contact (1): Click on the green plus sign to add a new contact
  • Manage Households (2): Click here to see what contacts live in what households.  Click here to learn more.
  • Contacts (3): Click on any of the contact names to access their record.  The primary parent will be noted with an orange “P” and the financially responsible parent will be noted with an orange “$.”

If you hover over a contact, you can click on view details to view and edit the contact’s phone number and email by clicking on each. 

You can also remove the relationship if the contacts are incorrectly linked.

Add a New Contact that isn’t in the System

To add a related contact that isn’t in the system:

  • Click on the green plus sign.
  • Type the first and last name and then click enter.
  • The system will first check if the contact already exists in the system.
  • The system will let you know that no matches have been found.
  • You can then set the relationship and household (if applicable) from the drop-down menus.
  • Click on the blue checkmark to save your changes.

Add a Contact That’s In The System, But Isn’t Linked to the Current Record.

To link an existing contact in the system to the current record:

  • Click on the green plus sign.
  • Then type the first and last name and hit enter.
  • The system will search for the contact and display a message that says, “Matching records were found.”  You can create a new contact or use this contact and link to the current record.  Select the radio button for the option that’s applicable.
  • Set the relationship and household (if applicable) from the drop-down menus.
  • Then click the blue checkmark to save your changes.

Add or Edit a Phone Number

To add or edit the phone number of a related contact, click on “add phone” or click on the existing phone number to update it.  A dialogue box will open for you to add the phone number and phone type.  Click on the blue checkmark to save your changes.

Add or Edit an Email Address

To add or edit the email address of a related contact, click on “add email” or click on the existing email address to update it.  A dialogue box will open for you to add or edit the email address.  Click on the blue checkmark to save your changes.

Remove Relationship

If you need to unlink contacts and remove the relationship, click on view details and then click on “remove relationship.

A dialogue box will display asking you to confirm that you want to remove the relationship between the two contacts.  Click OK and they will no longer be linked.

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