This article is for the new Clarity interface. For the current interface article, please click this link. Screenshots and description will be updated as features are released.
Overview
The client record Contact tab is a place to record and share a client's contact information (phone numbers and email address). Multiple contact records can be created in a client record, allowing staff members to save contact information for family members, case workers, employers, and other important contacts.
Depending on the sharing settings of the agency and the staff member's access role, contact information can be shared, edited, and deleted within and across agencies. Individual contact records can also be made private to the agency where they were created, regardless of the agency's sharing settings.
Notes:
- The Contact tab can be turned ON or OFF in the agency's Navigation Profile and a staff member's Access Role.
- The sharing of contact data is based on an agency's Location sharing setting.
Creating Contact Records
To create a contact record, click the Contact tab within the client record.
Next, click the Add icon to create a new contact.
%20Article/Contacts.2.png?width=539&height=137&name=Contacts.2.png)
Select an appropriate Contact Type. The picklist options for the Contact Type field are created by system administrators in FIELD EDITOR. If you select "Client," the client's name will be recorded with the contact record. Any other selection will include a Name line to record the contact's name.
Enter an email address, phone number, or both for the contact. You can turn off the Active Contact toggle if the contact is no longer accurate or applicable but should be retained for historical purposes. Turning on the Private toggle will make the contact accessible only to staff members within the agency, regardless of agency sharing settings (for more information, see Making Client Data Private ). Select a Date to associate with the contact and, if applicable, add a Note. Click Save.
%20Article/Contacts.3.png?width=312&height=542&name=Contacts.3.png)
After the record is saved, your name and the date the record was created (which may be different from the Contact Date) will be saved to the record.
Note: the Privacy icon and functionality is only available when adding new contacts at this time.
Viewing and Modifying Contact Records
Available contact records will appear in the Contact tab and include the contact Date and the name of the staff member who created the record. Depending on your access role and the agency's sharing settings, you may be able to view, edit, or delete records created by users at other agencies.
%20Article/Contacts.4.gif?width=496&height=308&name=Contacts.4.gif)
A client’s active contact information also displays on the right sidebar of a client’s profile.
- Contact records must have "Active" toggled ON to display.
%20Article/Active%20Contacts.Sidebar.png?width=295&height=425&name=Active%20Contacts.Sidebar.png)
Icons/Rich Tooltips
| Icon | Icon/Rich Tooltip Name | Rich Tooltip | Icon Location |
|
Add | "Add" | Anywhere the Add icon appears |
|
Delete | "Delete" | Anywhere the Delete icon appears |
|
Edit | "Edit" | Anywhere the Edit icon appears |
|
Note | “Note [formatted note text]” | Contact tab |
|
Privacy - Private | "Public" | Top right corner of the Client contact on the Edit Contact screen |
|
Privacy - Public | "Private" | Top right corner of the Client contact on the Edit Contact screen |
Updated: 08/11/2025