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: Labels Permission

  • Contact Labels Permission

    Organizational Contact Labels Permission There are several different types of label permissions within CentralReach however the one being discussed in this course is specific to the Contact Labels. Th...

  • Learning Opportunity

    Please complete the following items

  • Quiz - Labels Permission

    Please complete the quiz below

  • Segment 2: Private Labels

  • Private Labels

    Private Labels Private labels are created and utilized within one user s account and are unique to that account. All accounts other than the main organization administrative account will have the abil...

  • Learning Opportunity

    This learning opportunity can only be completed from an account other than the main administrative account.

  • Quiz - Introduction to Contact Labels

    Please complete the following quiz

  • Segment 3: Creating Labels

  • Creating Labels

    Creating Labels Private labels can be created by anyone from their own accounts and Organization Labels can only be created within the main administrative account or from an account in which permissio...

  • Learning Opportunity

    Please complete the following checklist before continuing on to the next segment

  • Quiz - Creating Labels

    Please complete the short quiz below

  • Segment 4: Parent Labels

  • Parent Labels

    Parent Labels Parent labels allow the user to create customized folders and increase search functions throughout CentralReach. Think of parent labels as a main folder that other sub folders can be add...

  • Learning Opportunity

    Please complete the checklist below

  • Quiz - Parent labels

    Please complete the short quiz below

  • Segment 5: Assigning Labels

  • Assigning Labels

    Assigning Labels Labels can be assigned automatically using Custom Contact forms. For more information on the use of Custom Contact Forms please download and complete the Custom Contact Form Course lo...

  • Learning Opportunity

    Please complete the checklist below

  • Quiz - Assigning Labels

    Please complete the following short quiz

  • Segment 6 Using Labels to search and filter

  • Searching and Filtering

    Searching and Filtering Labels allow you to search and filter throughout various modules in CentralReach. To search within the contacts module click within the search box and begin typing. The search ...

  • Learning Opportunity

    Please complete the items listed below

  • Quiz - Searching and Filtering

    Please complete the short quiz below