Keeping a resident's approved contact list up to date is easy. Whether you need to add a new safe contact, fix a phone number, or remove a contact entirely, you can do it right from their profile.
Here is how to get there:
Head to the Residents page and click on the resident's name to open their profile.
Locate the row of tabs (below the resident's name/header) and click on Contacts.
To Add or Edit a Contact:
Click the Actions button and select Edit Contacts.
To Add: Simply fill in the details for the new contact in the open fields.
To Edit: Update the information for an existing contact.
Be sure to hit Save when you are finished!
To Delete a Contact:
Find the contact you want to remove and check the box next to their name.
Once that box is checked, a new option will appear in the Actions menu.
Click Actions and select Delete Contact to remove them.
Getting the Update to the Phone: For the new contacts to appear on the device, it must be connected to the internet.
Troubleshooting: The sync usually happens quickly. If the new contact doesn't appear on the phone after 2-3 minutes, try rebooting the device to force a refresh.
⚠️ Important Notes:
Default Contacts Cannot Be Edited: If your organization uses integrated default contacts (like a main office number), these are locked by the system.
Contact Limits: There is a limit to the number of personal contacts you can add for a resident. This limit is based on your Organization's preferences and the resident's specific Pillar.
Unsure about the limit for a specific resident? Having trouble updating a default contact? We are here to help!
Chat: Click the chatbot in the bottom right corner of the Portal or the Help Center.
Email: Send a message to [email protected].