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Link caller profiles by relationship

Caller profiles allow you to track the progress of your clients over the medium- to long-term by associating calls, follow-up activities, histories and more in their profile. Now you can also link these profiles together by their relationships with each other. With iCarol, you can link two or more profiles together by relationship (e.g. spouse/partner, child, parent, sibling, counselor, therapist, etc). Any profile can be linked to an unlimited number of other profiles. When you view a profile, it will show a list of all such relationships, with links you can click on to see the personal details of those people. Doing so lets you get a more complete view of your clients, their life situation, household composition and more.


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