Contact Forms

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

The “Email” tab allows users to personalize the emails sent to new accounts created using custom Contact Forms. If “Send custom email” has been checked, then users can enter the welcome email’s “Subject” and “Body”. There are also options to prevent users from receiving emails. Users can select the following options in the Email tab:

  • Send email with login information: allows admins to attach login credentials to welcome emails. When selected, the contact is automatically converted to a user and can access CentralReach. 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”. This prevents users from accessing CR.
  • Set up user without email notification: allows new users to sign into CentralReach via the Forgot Password/ 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 and Send custom email: allows admins to send a custom email, as well as attach login credentials, so that users can access CentralReach. 

Please note, if none of these checkboxes are selected, the contact is created without access to CentralReach and an email is not sent.

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.