Roster
Everything you need to know about Roster and how to use it.
- Roster Overview
- How to use Profile
- How to add and search for contacts in Roster
- How to create new appointments in Roster
- How to delete Form Assignment in Roster
- How to use notes in Roster
- How to download Session Notes as a PDF in Roster
- How to store Secured File Attachment in Roster
- How to Remove a Contact from Roster
- How to configure Custom Roster Fields as a provider