Under Recent Notes there is now a View all notes link. It opens every note for that contact, with a search box that matches both the title and the text of a note, so an older note is easy to find.

You can now edit or delete the forms saved in a contact's documents, including ROI, HIPAA, and Housing. After an edit, Open File gives you the updated PDF instead of the old one.

When you enroll a family in a program while they're waitlisted for a different one, Family Link now asks whether to remove them from the waitlist. A note lists every program they're still waiting for. If the enrollment matches a waitlist entry, that entry closes on its own. Answer yes and all their waitlist entries close.

The reason lists on the Eviction Prevention, Shelter Diversion, and Shelter & Emergency forms now match National's 2026 list. Some choices were added, renamed, or combined, and each list has an "Other" option where you can write in your own.

We found and fixed several slow spots in Family Link, particularly around navigating contact records and adding family members. Loading should feel noticeably snappier: median sync time is down about 40%, especially for affiliates with a lot of activity.

Demographics forms, both the in-app and online intake, now ask whether a family is currently receiving any non-cash benefits. A simple yes/no comes first; answering yes reveals the list (SNAP, WIC, TANF child care, and more) so no one has to scroll past benefits that don't apply.

The old "Download CSV" buttons exported every column in a table, including internal-only fields and reference IDs no one could read. We replaced them with two purpose-built downloads, Families and Housing Inventory, that only include the data you'd use.

Transfers on large caseloads used to fail partway through with an error. That's fixed: transfers now complete reliably regardless of caseload size.

Before you can add services for a family or exit them from a program, you must now complete the post-enrollment form (page two of the enrollment). This ensures every program record has the data it needs — and keeps your reporting accurate.

You can now mark contacts as Training to keep test data out of your reports. Apply the label to any contact from their contact record — those contacts will be excluded from reporting starting with the next daily refresh.

Family Link now sends a confirmation email when a reminder is scheduled — by you or by the app. The email includes the date and reason for the reminder, so nothing gets lost between when a reminder is set and when it's due.

Notification settings have been expanded in two ways. First, program enrollments and services are now separate toggles — you can opt into one without the other. Second, case managers and admins can now opt into affiliate-wide notifications, which send an email any time an enrollment, exit, or service is recorded anywhere in your affiliate — not just on your own caseload. These settings are available in Family Link, the Admin App, and the National Admin App. Admins can also manage notification settings on behalf of their users.

When a client answers "Yes" to the safety question during rapid intake, Family Link automatically applies the Unsafe/Threatened label to their contact record. No action needed — the label appears as soon as the form is saved, at the top of the contact record where staff see it immediately.

This works for both in-app intake and online rapid intake. For online submissions, the label is applied on our end — clients never see it.

External contact records submitted via the online intake form now show visual flags before you approve them. A red flag appears when the client's safety response was "Yes." A separate icon marks potential duplicates. Both are visible in the external contacts list so staff can review before acting.

Affiliate admins designated as funding request approvers can now access and review pending requests directly in the Admin App — even without access to the main Family Link app. Previously, they'd receive an approval email but had no way to act on it.

Their view is scoped to pending requests only. Full funding management is only available if that module is enabled for your affiliate.

When Family Link sends a community partner referral by email, the reply-to address is now set to the case manager's email. If a partner replies with a question, it lands in the right inbox — not a no-reply address.

The reminders view now shows your full history, including completed reminders. You no longer lose track of what's been done. If your list gets too long to manage, reach out to support.

The "How were you referred to Family Promise?" dropdown has two changes: Government / Social Services Agency has been added as a network-wide option, and CPS has been removed from the Justice System category. These updates reflect how affiliates are actually using the field across the network.

Limits access to contact demographics, enrollment, and exit data — right-sized for staff who only handle initial intake.

Limits contact visibility to only the families assigned to that case manager.

Establish, draw against, manage, and report on funding sources directly in Family Link.

Families can now be referred and entered into your system through an online intake form.