Contact Forms Client

Submissions via this form are created as client accounts.

Contacts / Utilities & Tools / Contact Forms Employee

Submissions via this form are created as employee accounts and will incur a monthly charge.

Contacts / Utilities & Tools / Contact Forms Generic

Submissions via this form are created as Generic accounts. Generic accounts do not incur monthly charges.

Contacts / Utilities & Tools / Contact Forms The Automation & Files Tab in Contact Forms

Connect to: auto connects this new employee with an existing employee.
Permission > Edit: can modify.
Permission > View: read only.
Documents: a file uploaded that is not created from a note or an authorization.
Notes: a file that is created from a Note & Form template.
Authorizations: a file that is uploaded as an authorization.
Learn: learning trees assigned to clients.
Sessions: electronic data sheets assigned to clients.
Contact Labels: automatically add a label(s) to a new contact.
Learning Trees: assign a learning tree to a new contact.
Notify Contacts: send an email and dashboard notification to a user. Users listed here must be added to the list of users that should automatically connect to any new contacts.
Assign Tasks to New Contact: automatically assign tasks(s) to this new contact. Tasks can only be assigned via a Task Template.
Request Files to Be Uploaded: upload files to this new contact with their form submission. These files can optionally be labeled.
Add Primary Location: automatically apply “Primary Location” to a new contact.
URL Redirect Upon Completion: send a new contact to a web page, following submission.
Duplicate: button allows users to duplicate the Contact Form.
Archive: allows users to archive the Contact Form. Archived forms can be recovered.

Contacts / Utilities & Tools / Contact Forms The Details Tab in Contact Forms

Form Link: use this URL to access this form publicly.
Form Type: Generic, Employee, or Client.
Accessibility > Public: accessible to anyone with the above form link, or internally.
Accessibility > Private: accessible to only members of the organization.
Name: name of the custom Contact Form.
Description: description of the custom Contact Form.
Duplicate: allows users to duplicate the Contact Form.
Archive: allows users to archive the Contact Form. Archived forms can be recovered.

Contacts / Utilities & Tools / Contact Forms The Email Tab in Contact Forms

Custom contact forms are the most efficient way to create user profiles in CentralReach and auto-generate login information. Contact forms can be used internally or externally for direct client onboarding, on an organization’s website, or for prospective employees to submit applications. When creating a Contact Form, the “Email” tab has the following options for users to choose from:

Set up user without email notification: allows new users to sign into CentralReach via the First Time User workflow WITHOUT sending an email notification. This provides organizations with the flexibility to control when users should log into CentralReach.
Send email with login information: allows admins to attach login credentials to welcome emails. When selected, the contact is in an Unverified status and must verify their account by selecting Confirm Access & Set up password from the “Set up Your CentralReach Account” email. Please note, admins cannot customize the email that is sent if this option is selected.
Send custom email: admins can enter the welcome email’s “Subject” and “Body”. With this option, users are not granted access to CentralReach.
Send email with login information and Send custom email: allows admins to send a custom email, as well as attach login credentials, so that users can access CentralReach.

If NO checkboxes are selected, the contact is created without access to CentralReach and an email is not sent.

“Send login information”	“Send custom email”	“Set up user without email notification”	Results
X	X		Contact is created with user access (i.e., able to log in) and will receive custom email with login link.
x			Contact is created with user access and will receive a standard email with login link.
	X		Contact is created without user access and will receive a custom email without login link.
		X	Contact is created without an email notification and must login via the First Time User workflow.
			Contact is created without user access and will not receive an email.

Contacts / Utilities & Tools / Contact Forms The Fields Tab in Contact Forms

Available fields for creating a Contact Form. Fields marked with a icon are standard profile fields.

The duplicate button allows users to duplicate the Contact Form.

The archive button allows users to archive the Contact Form. Archived forms can be recovered.