To edit a child's record….

Step 1: Find the child. There are several options: 

Option A: 

  • Start typing the child's name or the lead’s name, phone number or email address in the upper right search bar. 
  • Click the child's/lead’s name when it appears. 

Option B: If you’re logged into a specific location….

  • On the Home tab, click the “All Active” status tab.
  • Click the child's/lead’s row in the resulting list.

Option C: If you’re logged into a specific location and know the child's current status…. 

  • On the “Home” tab, either click the child’s status tab or click the status column in the “Active Opportunity Pipeline” chart. 
  • Click the child's/lead’s row in the resulting list.

Step 2: On the “Manage Lead” screen, click on the child’s row.

Step 3: On the View Child screen, click on the “EDIT” button at the bottom or click “Edit” in the upper right toolbar.

Step 4: In the “Modify Child” screen, make whatever changes are necessary. If any pop-up windows appear, provide the necessary information.

Then click the “SAVE” button at the bottom or click “Save” in the upper right toolbar.




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