Contact Record

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

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.
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.
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.
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.
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.
Written by Ben Phenix
Updated yesterday

Contact Record: Household Details

Learn how to add, remove and manage household addresses, and contacts within.
Written by Courtney Single
Updated yesterday

Contact Record: Household Membership

Learn how to manage what contacts live in what households.
Written by Courtney Single
Updated yesterday

Contact Record: Parent Portal Access

Learn how to manage parent portal access, financial responsibility, and account details.
Written by Courtney Single
Updated yesterday

Contact Record: History Tab

Learn how to view a child's status history, all notes, activities, and emails.
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.
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.
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.
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.
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.
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.
Written by Courtney Single
Updated yesterday