Notes on Adopter Profiles
Adopter profiles include multiple note surfaces:
- Adoption Notes: Profile notes shown in the left information rail when present.
- Status Notes: Notes from the latest status change.
- Team Notes: Internal threaded notes for staff collaboration.
- Meet & Greet Notes: Internal notes and outcomes on individual meet-and-greet records.
Team Notes require the Adoption Counselor role. Use them for review decisions, follow-up context, concerns, and team handoffs.
Documents on Adopter Profiles
The Documents card in the left rail stores files connected to the adopter. Common examples include:
- Adoption applications.
- Signed agreements.
- Identification.
- Home visit notes.
- References.
- Supporting correspondence.
From the compact document manager, you can upload, preview, download, edit, or delete files. Adopter documents also appear in the central Documents section as entity documents.
Custom Field Documents
If your adopter form includes upload, agreement, or signature fields, those files and values are displayed with the adopter's custom details. Use the Edit action to update form-driven fields.