Add an individual to a program or residence

From the contact manager


  1. Navigate to the contact manager
  2. Use the search bar to search for the individual
  3. Select the program or residence
  4. Add a Start Date
  5. Save the record

From the individuals page


  1. Navigate to the individuals program history
  2. Select add program history
  3. Select the program or residence
  4. Add a Start date
  5. Select Save



From the program or residence page


  1. Navigate to the program participation history
  2. Select new
  3. Select the individual
  4. Add a Start date
  5. Select Save

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