Initial Setup
Quick List label
The QuickList is located in the upper left hand corner of the screen beneath the contacts search box. These quicklists can be assigned different names to assist in organizing contacts. EditingTo assign names to these quick lists, go into Settings and click QuickList Labels and type the name to display in the blank box provided next to each label number. Vocabulary
Some vocabulary changes can be made in BestNotes to fit the needs of your program. Here is a list of fields that can be changed: Contact demographicsStudent Group Lives with Provider 1 Provider 2 Provider 3
Provider 4 School Grade SSN Phone Mail Label Website Academics
Set Effort Participation
Behavior
Other areas that can be customized are: Referral category - the list of referral sources that your company uses can be added here. Inactive reason - the list of inactive reasons your company would like to track can be added here. Location - in Academics the location of your classes can be added to the dropdown. Grade types
- in Academics they types of grades you give such as homework, quiz, test etc.
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