Adding a contact

Adding

1. Open the area's Contacts page.

2. Click New contact.

3. Enter the contact's name, company (optional), and relationship.

4. Add the phone, email and address you have. All optional — at least one is recommended.

5. Use the Notes field for anything else worth recording (best times to call, language, support needs).

6. Save.

Editing a contact

Click any contact in the list. The edit pane opens — change anything and save. Edits are immediate; the contacts list updates for everyone with access.

Deleting a contact

Use the kebab (⋯) menu on the contact row → Delete. The action is logged in the activity log.

Tip — Keep relationships consistent across areas — agree as a team to use "Sister" rather than "Sister (Jane)" or "Older sister", so they sort and filter cleanly. Names go in the name field, not the relationship field.

Note — Carerealm doesn't mark contacts as "emergency contact" or "next of kin" with a special flag — note that in the relationship field or the notes, e.g. "Sister (next of kin)" or "Day-service key worker — emergency contact".