Data Management

Learn how to merge duplicate data, manage fields, run exports/imports and how various integrations work.

J Ben Phenix avatar Courtney Single avatar +2
44 articles in this collection
Written by Julianna Backer, Ben Phenix, Courtney Single and 2 others
Fields & Settings

Terms Page & Data Management

Learn how to add new terms, manage available terms on admissions forms, and manage data retention for checklist items and online reviews.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Field Management Video Tutorial

Watch a video tutorial on customizing field attributes, admin/parent field views, and how to best utilize fields in reports.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Fields Overview

Learn about what fields are, how they are displayed in the system, and how to enter or edit the data contained within them.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Field Settings

Learn how to manage your field settings and organize the way your fields are displayed and reported on in the system.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Field Types

Learn about the different types of Fields that exist within the system.
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Written by Cheyenne Rohmann
Updated over a week ago

Contact Layout

Learn how to use the Contact Layout page to set which fields you want to display within contact records for various roles.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Custom Statuses

Learn how to create and manage custom statuses for Admissions and/or Enrollment!
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Expanded Gender Options Video Tutorial

SchoolAdmin is excited to support expanded gender options! Learn more about these options and how they work within the system.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Expanded Gender Options

Learn how to provide expanded gender options with personalization within SchoolAdmin.
Ben Phenix avatar
Written by Ben Phenix
Updated over a week ago

Address & Name Data Scrubbing

Learn about the different options you have to scrub your data to ensure display consistency.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago