Contact Record

Learn how to manage student’s checklist, view forms, add notes and manage households via the contact record.

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20 articles in this collection
Written by Ben Phenix and Courtney Single
Contact Record

Contact Record: Summary Tab

Learn how to use the action menus, manage checklists and recently activity, set reminders, and more.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Personal Tab

Learn how to view and edit personal field groupings such as personal information, education, etc.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Admissions Tab

Learn how to view and edit admission field groupings such as prospect, inquiry, application, events, etc.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Enrollment Tab

Learn how to view and edit fields within the 'Enrollment' tab such as medical, tuition assistance, enrollment, etc.
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Written by Courtney Single
Updated over a week ago

Contact Record: Households Tab Overview

Learn how to manage who lives in what household and how to manage parent portal accounts.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Household Details

Learn how to add, remove and manage household addresses, and contacts within.
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Written by Courtney Single
Updated over a week ago

Contact Record: Household Membership

Learn how to manage what contacts live in what households.
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Written by Courtney Single
Updated over a week ago

Contact Record: Parent Portal Access

Learn how to manage parent portal access, financial responsibility, and account details.
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Written by Courtney Single
Updated over a week ago

Contact Record: History Tab

Learn how to view a child's status history, all notes, activities, and emails.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Communicate Menu

Learn how to send emails and generate letters for an individual contact.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Edit Menu

Learn how to manage a child's status, grade and term on a yearly basis.
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Written by Ben Phenix
Updated over a week ago

Reminders, Recent Activity, and Document History

Learn how to set and manage reminders, notes, activities, emails, and submitted forms/documents.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Related Contacts

Learn how to add, edit, and manage contacts related to the child.
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Written by Ben Phenix
Updated over a week ago

Enrollment Contact Record Features

Learn how to preview tuition and fees, manage contract generation, and tuition/deposit override.
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Written by Ben Phenix
Updated over a week ago

Financial Responsibility Management

Learn how to use the financially responsible parent feature for managing contract access, dual signatures, and sending emails.
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Written by Courtney Single
Updated over a week ago