Adding Special Needs

Adding Special Needs

It is important that we notate if a constituent has special needs prior to their attending a meeting.  These can range for individuals.  Special Needs are added from the constituent record in CRM360.

1. From the CRM360 screen, click on the Constituent Preferences screen task category.  Click on the Special Needs screen task.

2. Click on the Add button to start adding special needs.
3. Click on the Need Type drop down.  Select an option.
4. Click on the Need drop down and select a sub code.

5. Click the User Editor to add comments regarding the special need.

6. Enter the comments in the body section and click on the OK button to save.