Session Description

A detailed discussion of the features, benefits and requirements of using the Student Contact Management & Contact Linking record to record, simplify, and reduce redundant Contact input.

Session Content

  • Best Practices for implementing student Contact records
    • Procedures for utilizing Red Flags on the Contacts page.
    • Copy/Paste Contact records to other students/siblings.
    • Fields to be utilized if Auto Create Parent Portal accounts are turned on.
  • Linking Contact phone numbers to the Student Demographics page to reduce redundant data input
  • Method to Identify Tables and Fields to be used for queries
  • Significance of each field for specific purposes
  • Setting appropriate security for the Contact page

Related Documentation