Contact Follow Up

Keep track of each contact by recording a comment.

This helps you carefully manage each user, manage changes, and track issues like absences. 

1. Contact Management> Enter name or other search criteria>Household Record Populates
2. Click Contacts>Select Contact
3. Now, Select Contact Follow Up. 
4. Select a date to view or edit a past note.
5. Search> Create New to enter a new contact note.
   • Note Type
   • Note 
   • Date Entered
   • Followup Date
   • First Name 
   • Last Name
   • Email 
   • Phone number