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Data Management
Data Management
Learn about duplicate matching, field management, bulk file upload, and more.
18 articles in this collection
Written by
Courtney Single,
Jessica Yates,
and
Braxton Smallwood
General Information
How to Add Tracking Codes to Inquiry & Application Forms
Learn how to add a Google or FB tracking code to your Admission forms to track your conversions.
Written by
Courtney Single
Updated over a week ago
GDPR Overview
SchoolAdmin supports and complies with General Data Protection Regulation (GDPR) provisions.
Written by
Courtney Single
Updated over a week ago
Duplicate Contact Management
Duplicate Check & Merge
Learn how to force merge duplicate contacts and troubleshoot any issues using the Duplicate Check & Merge Tool.
Written by
Braxton Smallwood
Updated over a week ago
Duplicate Contact Matching
The duplicate contact matching page is for identifying and merging potential duplicate contacts in the system.
Written by
Courtney Single
Updated over a week ago
Duplicate Household Matching
The duplicate household matching page is for identifying and merging potential duplicate households in the system.
Written by
Courtney Single
Updated over a week ago
ID Generation & Management
ID Generation & Sync to Third-Party Systems
Learn how ID's are generated in SchoolAdmin and how to synch these ids with other systems such as your SIS.
Written by
Courtney Single
Updated over a week ago
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.
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.
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.
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.
Written by
Courtney Single
Updated over a week ago
Field Types
Learn about the different types of Fields that exist within the system.
Written by
Jessica Yates
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.
Written by
Courtney Single
Updated over a week ago
Custom Statuses
Learn how to create and manage custom statuses for Admissions and/or Enrollment!
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.
Written by
Courtney Single
Updated over a week ago
Expanded Gender Options
Learn how to provide expanded gender options with personalization within SchoolAdmin.
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.
Written by
Courtney Single
Updated over a week ago
Bulk File Upload
Bulk File Upload Video Tutorial
Watch a full length recording of the Bulk File Upload training.
Written by
Courtney Single
Updated over a week ago
Bulk File Upload Process
Learn how to upload scanned files to multiple students at once!
Written by
Jessica Yates
Updated over a week ago