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Client contact fields have moved

The client email and phone number fields can now be found under Personal details

Updated today

What has changed

We have moved the client email, primary phone and secondary phone contact fields when adding and editing clients from their previous home under the Contact details screen to the initial Personal details screen.

Client add personal details screen showing the additional contact fields and renamed step


The Contact details step is now also named Emergency contact and contains the emergency contact fields.

Why we made the change

  • Having the fields present on the initial screen means they are included when we check to see if the client being added may already exist and have a better chance of preventing duplicate clients

  • If an organisation does not want to use the emergency contact fields they can now hide them in the data visibility settings without losing the main contact fields

What actions you need to take

No action is required other than ensuring staff are aware of the change to avoid confusion where possible.

If you have any questions start a chat or email support@noted.com.

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