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Applies To Version(s): 3, 3.5 & 3.7 |
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Individual Details
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About - Individual DetailsIndividual Details brings together all stored information about an Individual. Users with permission to access an Individual should be able to see everything on the corresponding Individual Details page; however, links to secure content will be invisible to users without the required permissions. About Common featuresGetting Here - Individual Details
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My Individuals
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About - My IndividualsMy Individuals provides access to individuals that your organization supports . This area is password-sensitive, meaning users see only the individuals they are authorized to access. Site Administrators are able to see all individuals. Common featuresMy Individuals featuresContent Area: This shows a list of all individuals you have permission to access. By clicking on the Search tab you can look for specific individuals based on their first or last names. See More
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Individuals Web Part
This Web part displays Individuals assigned to a program or residence. Clicking on an Individual's name loads their Individuals Details page.
Individuals - Add/Edit/Delete
Individuals are added/edited/deleted the same as other contacts.
See Add a New Contact, Edit/delete a contact, Contact Manager
Adding individuals: There are two ways to do this:
- Staff access: See Add a Contact from a Program/Residence Details page
- Administrator/Manager access only: See Contact Manager
Edit/delete individuals: See Edit/delete a contact.
Individual's Schedule
This Web part provides a quick summary of upcoming events for this Individual. To see the Individual's events on the calendar, click onMy Schedule (Individual Details link).
Individual Profile Web Part
This Web part displays contact information for a supported Individual. Photos uploaded to an Individual's profile will be displayed above their contact details. The View/Edit Full Profile link enables users to view the full profile and edit profile information. Some organizations choose to disable or remove this link.
Fact Sheet Web Part
This Web part exposes key information found in an Individual's Fact Sheet. It is also commonly called Individual's Information. Your organization may use a different name that matches its terminology.
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