Edit an Adopter
Eligible profiles show Edit beside the action menu.
- Open the adopter.
- Click Edit.
- Update the current form fields.
- Save the adopter.
The edit page uses the same configured adopter template as the record, including custom sections and agreement fields. Pending, inactive, blocked, suspended, or otherwise restricted records may not offer Edit.
Tags
Tags appear in the profile's left rail and in the adopter list. Use them for programs, needs, region, or other organization-specific groupings, then use the list's tag facet to narrow results.
Email and Applications
The action menu can show Send Email when an appropriate application or confirmation template is available. It also provides Print Application and Download Application for records with application data.
Sent messages appear in Email History in the center profile.
Archive and Unarchive
Archive changes the adopter to Inactive while keeping the record and history. Find archived adopters in the Inactive view, open the record, and choose Unarchive to restore it when allowed.
Delete an Adopter
Choose Delete from the action menu only for a record that should be permanently removed. Use Archive when the history should remain available.
Documents, Activity, and Notes
- Open Documents in the profile toolbar for adopter files.
- Review recent record events in Activity in the right context column.
- Use Team Notes in the right context column for internal discussion.
- Edit the single profile note through the adopter form when your template includes it.
Linked Roles
The action menu can convert an adopter into a linked foster or volunteer record. Role chips near the identity header and the list's Linked Roles column show when the same person has another role.