Member Additional Contacts
An important function for villages is to track additional contacts for a member, so that village staff members know who to contact in the event of an emergency or questions about a member. Additional contacts include family members, medical and legal advisors, social workers and others who protect and look out for the member.
To access a member’s additional contacts, go to Control Panel – People Manager and search for the member. Click the Profile link in the Maintain column beside the member’s name, then select Additional Contacts from the Personal Info section. You will see a screen similar to the following:
For each additional contact, the system shows the name, relationship, phone and email. The “primary” contact is also flagged. You can click the name to see more information such as their address. Click the standard Edit icon to modify information on an additional contact, or the standard Delete icon to remove an additional contact.
Click the Add Additional Contact button to add a contact for a member. You will see the following screen:
Only the first name, last name and relationship are required but we strongly encourage you to complete as much information as possible to make each additional contact entry as useful as possible.
Check the “Primary Emergency Contact” box to flag one person to be called in the event of an emergency.
The Relationship options are defined by ClubExpress. You should see every relationship you will need but if you need something added to the list, contact ClubExpress.
Click Save to save the new additional contact and return to the list screen, or Cancel to return without saving.
Note that ClubExpress also provides an option to add one emergency contact to the member’s Profile. To enable this feature, go to Control Panel – People tab – Setup section – People Options. Scroll down the screen to see the Emergency Contact panel. You have three options:
- Not shown
- Shown and optional
- Shown and required
Click Save at the bottom of your screen.
When emergency contact information is enabled, the following panel appears on the member’s Profile – Contact Info screen:
If the fields are required, a red dot will appear to the right of each field. A value must be entered in all of them.
When emergency contact information is specified, it will appear on the member contact popup in the People Manager, when you click the city/state for a member.