Stakeholder profiles, contacts and notes

Agencies, employers, schools and community organisations — one profile each, with contacts and a note history.

1. Open Admissions → More → Stakeholders, search or filter, and select View.
2. Select Edit to update name, tags, description, email, phone and address, then Save.
3. Under Contacts, Add New Contact with name, role, email and phone. Edit and Delete as needed.
4. Under Notes, write the note, choose a contact in About if it concerns one person, and Add Note. Notes show their author and either the contact or General. Deleting a contact turns its notes to General without changing their text.