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. Blocked records may not offer Edit.
Tags
Tags appear 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.
The application record remains available from Application History.
Delete an Adopter
Choose Delete from the action menu only for a record that should be permanently removed. Use Denied for a rejected application or Blocked when the organization will not accept future applications from the person.
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.