Understanding Intake (Client-Associated) Tables

This article will help you understand the relationship between different client/ household-associated entities in PantrySoft.

Definition

The Pantrysoft app is powered by a database which stores your data in various tables. This article shows how the different intake (Client-based) records are connected.

NOTE: This article is a moderately deep dive on the architecture of your system, and therefore is of particular interest to data specialists and report writers.


Client-Associated Structure

Intake events are recorded onto records associated with the core Client (household) record, pictured here at the upper left governing everything else. Notable attached records include adding, deleting, or moving Members (which are shuffled around by altering their connecting "Member Tenure" record), and events like Registrations, Visits, Appointments, and Referrals:

 

Dashboard Layout as a Diagram

You'll notice if you log into Pantrysoft as a Dashboard Admin, that the main Client screen echoes these core records almost exactly; one record for one major pop-up/ modal

Client-Attached Records in a Report

Finally, here you can see how these records are re-linked together— sometimes by their date fields— in a fairly common report called **Visits in Range: