About the Author

CentralReach Marketplace

www.centralreach.com

We build software for the developmental disabilities sector, with a focus on both research and practice. By creating and improving analysis tools, we help to advance the field and help medical and other healthcare professionals collaborate in real-time.

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What's Included

  • How to use this course

    This course consists of several branches that make up a learning tree. Each branch contains useful information that will assist you in learning the material. To navigate through the course you will ne...

  • Segment 1: Intro to Custom Contact Forms

  • Intro to Custom Contact Forms

    Intro to Custom Contact Forms Custom Contact Forms are the most efficient means by which to create contact profiles within CR and auto generate login information. Input of this information (e.g. name ...

  • Segment 2: Creating a Custom Contact Form

  • Creating a Custom Contact Form

    Creating a Custom Contact Form Navigate to the Contacts module Select Utilities & Tools Select Contact Forms Select to display the 3 available types of custom contact forms Generic Form: Submissions v...

  • Quiz - Creating a Custom Contact Form

  • Segment 3: Details and Automation

  • Details/Automation & Files

    Details Form Link : URL posted on an organization s website for a contact to populate their own CentralReach account. Contact information transfers to the Contacts Module Form Type : Specifies the typ...

  • Segment 4: Fields and Email

  • Fields/Email

    Setting Custom Contact Form Fields Available Fields : Information to collect when creating a contact. Fields that are still available to add to your custom form. Default Fields This information will b...

  • Segment 5: Creating Meta Data

  • Meta Data

    Creating Meta Data Navigate to the Contacts module Select Utilities & Tools Select Meta-data Settings Select Field Title : Name of Meta Data Contact Type : Specifies Contacts Type Client Employee Gene...

  • Segment 6: Adding New Contact

  • Adding a New Contact

    Adding a New Contact Via Custom Contact Forms Navigate to the Contacts Module Select Select a Contact Type Select a Custom Form Complete Form Adding a New Contact Via Default Forms Note: The informati...

  • Learning Opportunity

  • Quiz - Adding New Contacts

  • Custom Contact Form Checklist

  • Quiz - Custom Contact Forms & Meta Data