Join us as we discuss the features and benefits of using Student Contact Management and Contact Linking to simplify and reduce redundant contact input.

Contact Management

This webinar will cover the following topics:

  • Best practices for Implementing student Contact records
  • How to add/edit contacts manually
  • Copy/paste contact records to other students/siblings
  • Pertinent fields when Auto Create Portals is enabled
  • Methods to identify tables and fields to be used for queries
  • How to organize the contacts in the order to be contacted
  • Procedures for utilizing Red Flags
  • Contact fields used in Mass Update Family Key