You can update your client's personal information if you have updates to phone numbers, email addresses, etc. so that you can easily contact and follow up with the people you are helping.
How to Update
- Click the “People I'm Helping” menu and select “People.”
- Click the "Edit Personal Info" button at the bottom of the Personal Info Summary.
- Update the relevant information and select "Save".
Frequently Asked Questions
What is this info?
This is a referred client's personal contact information.
How do we get this info?
When you create a referral or help someone fill out a form, they consent for us to store a profile for your context.
Who has access to this profile?
Only you, unless you are an Aunt Bertha customer.
- If you are an Aunt Bertha customer, you can be set up in a role to share client information.