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Overview

Contacts is the workspace for the people and organizations involved in your Vala work. Clients is the default view. A Client has the full Vala case and workflow record for one veteran. Other Contacts are reusable people or organizations you can relate to Clients when needed. The Contacts workspace with the Clients view selected. Clients is the default Contacts view. Use the view list to move to another contact group.

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Find the right contact

Use the view that matches the work you need to do:
  • Clients for veterans with a full Client record.
  • Representatives for reusable representative contacts.
  • Providers for reusable provider contacts.
  • Organizations for reusable organization contacts.
  • All Contacts when you need to search across the available contact types.
The Clients table supports the current search, column, sorting, and filtering controls. Use them to find a record, then open it and confirm the identity before making changes.

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Add or open a Client

1

Open Contacts

Select Contacts from the global navigation.
2

Choose Clients

Use Clients to review existing Client records first.
3

Search and filter

Search by the available Client information or use table controls to narrow the list.
4

Open or add

Open the matching Client record, or select Add Client if the Client does not already exist.

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Best practices

  • Check for an existing Client or Contact before adding another record.
  • Use Client for the Vala interface record and veteran naturally for the person being represented.
  • Link related people and organizations through Relationships instead of duplicating information across Client records.

Add Your First Client

Create a Client record during onboarding.

Client record overview

Choose the right Client workspace.