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General Profile Contacts

Last post 08-29-2007 2:33 PM by mschmidt. 1 replies.
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  • 08-27-2007 4:01 PM

    General Profile Contacts

    I just noticed while setting up to mail out court orders to the juveniles and their parents that if a juvenile has a long list of contacts, not all of them show up on the general profile.  I have been using this profile for the names and addresses to send our the court documents.  I was missing one of the primary parents on one Friday, and now I am noticing that I am missing a parent on another one.  I thought that only three contacts were able to show up on the profile, but I just noticed one that has four contacts.  This is confusing. 

     

    For One of the cases (Case #1). 

    The system shows that he has four contacts:  Mother, Grandparent, Step-mother &  Father

    His profile shows the Father, Grandparent & Step-mother only.  The mother and her information is missing.    And yet......

    Another Case  (Case #2) has four contacts listed on his general profile!  If it can list up to four contacts, then why didn't it list all four for Case #1???  Very strange! 

     

    LLamkin

  • 08-29-2007 2:33 PM In reply to

    Re: General Profile Contacts

    Hey Laurie,

    Patty replied to the email notification from the BizStream Community Forums, so the email went to BizStream, and not you. So here is what she said:

    Laurie,
    The mother in the (Case #1) case is listed as not-active which must be why she doesn't show up in the General Profile.  To change her to Active you would have to go to Contacts, Edit this relationship (icon next to her name), scroll down to the Demographic section and click on the Active box.  I think Active is the default when first entering someone so you should probably find out why the Non-Active box was checked before you change it.
    Patty

    Laurie, you may also want to check the Audit Log to see who set the contact to InActive. They should be able to tell you why the field was changed.

     

    Reminder to all: Make sure when replying to someones post, you post it in the forums by going here http://cs.bizstream.com. Do not reply to the email, it will not get to the user.

    Thanks for you participation in the forums

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