Data Management

Learn about duplicate matching, field management, bulk file upload, and more.

Courtney Single avatar Cheyenne Rohmann avatar Jessica Yates avatar +1
18 articles in this collection
Written by Courtney Single, Cheyenne Rohmann, Jessica Yates and 1 other
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.
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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.
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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.
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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.
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Written by Courtney Single
Updated over a week ago

Custom Statuses

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

Expanded Gender Options

Learn how to provide expanded gender options with personalization within SchoolAdmin.
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Written by Jessica Yates
Updated over a week ago

Address & Name Data Scrubbing

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