For those Therap users who have added Individual Contacts to the IDF, but have not revisited then in a while…. you know who you are…. here’s a brief tutorial video I built to help my Mosaic agencies identify “mailing contacts”.
There are 3 parts to this 10 minute video….
1) Identify Mailing Contact / edit a contact on the IDF.
2) Add New Individual Contact.
3) Mailing Contact Report.
The audio at the beginning of each section is poor…but quickly improves. Sorry.
To view, click on the following link.
NOTE REGARDING THE “IDF Mailing Contact” REPORT…
We found that if a client is assigned to more than 1 program at the agency, the report will populate a Mailing Contact for each program. This leads to duplication.
If you use this report to generate mailing labels, after you export the list to your spreadsheet program, you will need to use the de-dupe feature or manually remove the duplicates before you print labels or merge the list with another program.