This section discusses how to manage client information in the Location tab, including how to create and maintain client addresses.
Creating and Editing Client Locations
To manage client address information, select on the Location tab in the Client Record.
From here you can add a new address by two methods:
If your current location is what you want to record, select the locating arrow at the top right corner of the screen. This feature will then use Google Maps to determine your location based on your GPS location.
Note: In order for this feature to be successful, Location Services must be turned on for the device you are using to enter client data.
After selecting the locating arrow, the location is then auto-filled in the Field Interactions section of the screen. This feature is particularly helpful when you are in the field and need to enter your current location.
For client confidentiality reasons, this section hides the collected location at default. Click the arrow link to expose the data. Locations collected using this method are marked with a yellow location pin.
You can also add an address by clicking the Add Address link in the top right corner of the Location tab.
This will open the Client Location screen, where you can enter the address information.
A date field has been added to Client Location. The date field allows for a current location to be associated with a specific date as well as allowing for the recording of historical locations. Simply complete the 'Location Date' field when inputting a new location.
Client Location Distance to Agency
Once an address is uploaded with a valid zip code, the Location tab will show all active addresses plotted on the Map. The blue pin indicates the address of your Agency in relation to the plotted addresses. The view of the map can also be changed from Satellite to Map if you prefer one over the other.
You can view the existing and previous addresses, or edit an address by clicking on Edit to the left of the existing address.
Street View Option
A Street View option is also available to place the user at ground level allowing them to see the surrounding area. Drag and Drop the Yellow figure on the map where blue highlighted streets are visible to change your view.
New Feature (April 2019): Client Contact Tab
Location and Contact information are now on their own dedicated tabs.
The Contact tab contains all contact fields (Type, Name, Email, Phone), as well as Status, Notes, and an option to make the contact entry private.
To access the Contact tab, navigate to the Contact tab in the client record.
Click Add Contact. If a contact Type other than 'Client' is chosen, the 'Name' field will appear. Record the name of the contact.
Note: To add more Contact choices the system admin would go to System Setup > Field Editor > contact_types and update the 'picklist' choices there/here.
New Feature (April 2019): Ability to Keep Contact Information Warning Active for Clients with a Pending Referral
The alert notification for clients without contact information has been expanded. In addition to notifying users if the client has no contact information when they’re in the Community Queue, users will now also be notified of this when a client has a pending referral to a program.