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Feature: Contact Reports

Goal

A contact report allows us to track interactions our user are having with our records in our system. 

Steps

  1. Creating a New Contact Report
    • Step 1a
    • Step 1b
  2. Editing a Contact Report
    • Step 2a
    • Step 2b
  3. Adding/Removing Records associated with a Contact Report
    • Step 3a
    • Step 3b
  4. Adding/Removing Staff associated with a Contact Report

Automatic Notifications

Are there Automatic Notifications happening as part of this process? If so, list them here, if not, use "There are no automatic notification as part of this process."

Automation Notes

Are there automations happening in the system when something from this feature is submitted or updated? This might need to be updated by the Slate Developer for the feature.