To track incidents with clients, we've updated the ban section to include incidents. Incidents should no longer be stored in Notes & Attachments of Contact record. Creation of an Incident will not prevent a client from checking in.
In order to update Staff Member reported, a contact record needs to be created. If you attempt to save and no Staff is selected, follow these directions. Open a new tab so you don't lose existing work.
Ban
Located
Incident
Exit Interview: new Date Field
