Customer Contacts Report

Population census

Report Overview

The Customer Contacts Report, found in the Administrative Reports section, is an essential tool for emergency preparedness and daily coordination. It provides a centralized directory of all primary and secondary contacts associated with your active clients. The Customer Contacts Report is designed for quick data retrieval. Instead of opening individual Customer profiles to find a phone number, administrators can use this report to view all contact hierarchies across the entire agency census.

Column Definitions

The report grid is organized to prioritize reaching the right person quickly:

Column Name	Description
Customer ID	The internal system identifier for the client.
Customer Name	The full legal name of the client.
Contact Type	Defines the relationship (e.g., Primary, Emergency, Guardian, Case Manager).
Contact Name	The full name of the specific contact person.
Contact Phone	The primary telephone number for that contact.
Contact Email	The email address associated with the contact.
Address	The physical location of the contact person (useful for local emergency services).
Is Emergency?	A checkbox/indicator showing if this person should be the first point of contact in a crisis.

Grid Control Icons (Top Right)

Manage your contact lists efficiently using the standard interactive tools:

• ![columns_icon] Columns: Use this to hide the "Address" column if you only need a list of phone numbers for a calling campaign.

• ![filters_icon] Filters: Isolate specific contact types (e.g., filter by Is Emergency = Yes) to create a dedicated emergency call list.

• ![density_icon] Density: Switch to "Compact" to see more contacts per page—ideal for large agencies with multiple contacts per client.

• ![export_icon] Export: Download the entire directory as a CSV. Agencies often keep a printed copy of this export in a physical "Emergency Binder" for HIPAA-compliant offline access.

• ![save_icon] Save View: Save a "Case Manager Only" view to quickly see all external support coordinators linked to your clients.

Administrative Best Practices

• Emergency Preparedness: Once a month, export this report and filter for "Emergency" contacts to ensure no client has an empty emergency contact field.

• Mass Communication: Use the Contact Email column export to populate your agency’s newsletter or announcement software (e.g., for holiday hours or policy updates).

• Data Cleanup: If a contact is listed with a "Primary" type but has no phone number, it flags a need for the intake team to update the Customer record.