The Family Connections feature "Engagements" allows you and your team to keep track of all interactions on a case. There are various types of engagements and below you can learn how to keep your cases organized utilizing this feature.
Engagements can be added to a case on the individual connections level, this allows you to keep track of all of your touch points for each connection within your case.
• Logging Calls
• and Logging Emails
There are two ways to add a new engagement. You can either click Engagements in the top grey tab bar OR you can add an engagement in the right side panel of a specific person.
To add an engagement for a specific person, click the person and the right side view will open. From there you can view or add new engagements.