Dual Role Contacts

Understanding Dual Role Contacts

What is a Dual Role Contact?

A dual role contact is an individual who:

• Has an active foster profile in your system
• Also has an adopter profile (often because they adopted a pet they were fostering)

PawPlacer maintains separate profiles for each role but links them together for easy management.

When Dual Roles Occur

Common scenarios for dual roles include:

• A foster caregiver decides to adopt a pet they're currently fostering
• An adopter later decides to become a foster caregiver
• You manually convert a foster to an adopter while maintaining their foster status

Identifying Dual Role Contacts

When viewing a profile with dual roles:

1. A purple "Dual Role" banner appears at the top of the profile
2. The banner indicates which profile you're currently viewing (adopter or foster)
3. A link in the banner allows you to switch to the other profile view

Converting a Foster to an Adopter

Conversion Process

To convert a foster to an adopter (while maintaining their foster status):

1. Navigate to the foster's profile
2. Click the menu (three dots) in the upper right corner
3. Select "Convert to Adopter"
4. In the dialog that appears:

• Check "Maintain foster status" to create a dual role contact
• Optionally select an existing adopter template

5. Click "Convert to Adopter" to confirm

What Happens During Conversion

When you convert a foster to an adopter:

1. A new adopter profile is created using the foster's information
2. Their foster profile remains active (if you selected "Maintain foster status")
3. Any pets they're currently fostering will be moved to "Adopted" status
4. A record of the adoption is automatically created
5. Both profiles are linked in the system

Managing Pets for Dual Role Contacts

As a Foster

When viewing the contact's foster profile:

• You can assign new foster pets as usual
• Current foster assignments appear in their profile
• Foster history remains intact

As an Adopter

When viewing the contact's adopter profile:

• Pets they've adopted appear in the "Adopted Pets" section
• You can add new prospective pets for potential adoption
• Their adoption history is tracked separately from fostering

Switching Between Profiles

To toggle between a contact's foster and adopter profiles:

1. Look for the purple "Dual Role" banner at the top of their profile
2. Click "View Foster Profile" or "View Adopter Profile" (depending on which one you're currently viewing)
3. The system will load the corresponding profile with all relevant information

Reverting to Foster-Only Role

If needed, you can remove the adopter role while maintaining the foster role:

1. Navigate to the contact's adopter profile
2. Click the menu (three dots) in the upper right corner
3. Select "Revert to Foster-Only"
4. Confirm your decision in the dialog that appears

What Happens During Reversion

When reverting to a foster-only role:

1. The adopter profile is removed from the system
2. The foster profile remains active and unchanged
3. Pets that were adopted remain in adopted status
4. They will no longer appear in your adopters list

Important Considerations

When working with dual role contacts:

• Changes made to personal information (address, phone, etc.) in one profile don't automatically sync to the other profile
• Keep both profiles updated with the latest contact information
• Foster assignments and adoptions are tracked separately
• Documents and notes are specific to each role

Best Practices

To effectively manage dual role contacts:

1. Use consistent naming across both profiles
2. Add a note in each profile acknowledging the dual role
3. Update both profiles when contact information changes
4. Consider the person's complete history (both fostering and adopting) when making decisions

Next Steps

Now that you understand how to manage dual role contacts, learn about:

• Viewing adoption history for both pets and adopters
• Managing foster assignments for your foster caregivers
• Converting adopters to fosters when adopters want to begin fostering