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Contact Info: Address History and Phone Numbers

Addresses and phone numbers for people, agencies and your CAC are kept on the Contact Info tab, with an address history and multiple phone numbers.

Written by Rhonda Wurgler

Addresses and phone numbers are kept on a Contact Info tab. You'll find it in three places:

  • A person's Personal Profile

  • An agency, under Administration > Agencies

  • Your center's details, under Administration > CAC/MDT Setup

Contact Info tab

Address History

The Address History table keeps current and past addresses, so you don't lose an old address when someone moves.

  • Add a Start Date and/or End Date to each address. TRAK uses these dates to show the right address on reports for each case.

  • When you hover over a person's name in the left menu of a case, their current address is shown.

Phone Numbers

The Phone Numbers table lets you track more than one number and choose a type for each. When you type a number, the cursor starts at the beginning of the field.

Email addresses

Staff email addresses are managed on the person's profile, so you don't have to re-enter them on each case. When you create a case, you can copy contact information from another person on the case.

Contact Information on a case

Each person also has a Contact Information area in their Case Specific Information on the People tab, for details that only apply to that case.

Contact Information area in Case Specific Information

The Personal Profile (blue header) follows the person from case to case. Case Specific Information (green header) belongs to one case only.

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