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Make the Name Change History sub-form available

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Make the Name Change History sub-form available for documenting name changes for staff members or clients in myEvolv. 

For client name changes, include the Name Change History sub-form on the Client Personal Information form.

  1. Go to: Setup > User Tools > Interface Design > Form Designer.
  2. Search for and select the Personal Information form family.
  3. Select the appropriate form:
    • For staff members - Staff Personal Information
    • For clients - Client Personal Information
  4. From the tool box, drag and drop a sub-form to the desired location.
  5. Expand the row and select the Name History sub-form family and select the appropriate sub-form:
    • For staff members - Name History-Staff
    • For clients - Name History
  6. Select Save.
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