Contacts

Organize all your contacts in one place

Contacts

Your agency needs to keep track of many people and organizations beyond your customers. These could be relatives of your customers, their caregivers, or friends. You also have to keep contact details of staff and management of various daycares or other managed homes. There is also a need for various other professional, community, or social care agencies. They are beneficial when you need to find the best resources for your customers.

The Fieldworker platform allows your agency to organize all its contacts in one place.

The contact page has a list of all contacts on its right pane.

The middle pane of the contact page displays details about the selected contact.

For every contact, the platform allows you to keep track of the following information.

• Contact details, including address, phone number, and email

• Preferred communication mode

• Whether the contact active?

• When was the first contact made?

• When was the last contact made?

• Any notes that can capture any special situation

If your agency has subscribed to the customer portal, you would notice an icon to invite the currently selected contact to the Ability Hub app.