The Network Admin has permission to add, edit, and archive demographics. We call our custom fields on cases "demographics". Agencies cannot add their own individual demographics by design. This gives the network administrator a chance to standardize data, making everyone's life easier for reporting and intake.
If you have a unique scenario where an agency within your network needs to track specific data about clients that really shouldn't apply to the entire network, reach out to our support team.
How to Add a Demographic
Click on the red [Admin] tab
Click on the [Demographics] sub-tab
Click on the [Add Demographic] button
Fill out the information for your demographic using the guide below.
Click the image above to see a larger version.
How to Delete / Archive a Demographic
Currently, we do not allow the deletion of demographics. We do this in order to safeguard your client data from accidental deletion. Instead, we offer the ability to archive a demographic. This effectively hides the demographic from the [Add Case] and [Edit Case] windows, but still shows any prior entries on the [Personal Info] tab of cases.
These are the steps to archive a demographic:
Click on the red [Admin] tab
Click on the [Demographics] sub-tab
Click the [EDIT] button on the demographic you want to archive
In in the window that appears, check the box that says "Archive this demographic?"
Click the [Save Changes] button at the bottom of the window
How to change the order of demographics
The order of demographics corresponds to how demographics are displayed in the [Add Case] and [Edit Case] windows. When you need to move a demographic up or down, simply follow the instructions below:
Click on the red [Admin] tab
Click on the [Demographics] sub-tab
On each demographic, you have the ability to move the demographic up, down, to the top, or to the bottom.
Tips when managing demographics:
The demographic you're looking for might be on a different page. If you have a several demographics there may be multiple pages. In the red [Admin] -> [Demographics] page look for the black toolbar at the bottom to navigate through multiple pages.
You can sort demographics alphabetically by changing this filter:
You can hide archived demographics when viewing the list to declutter your screen. Just check or uncheck the box that says "Hide Archived Demographics"
