Contact Record

Learn how to manage student’s checklist, view forms, add notes and manage households via the contact record.

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23 articles in this collection
Written by Ben Phenix, Courtney Single, and Cheyenne Rohmann
Contact Record Navigation

Contact Record Overview

Learn how to navigate the contact record in SchoolAdmin.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Summary Tab

Learn how to view summary info, use action menus, manage checklists and recent activity, set reminders, and more from the contact record.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Personal Tab

Learn how to view and edit personal field groupings such as personal information, education, etc.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Admissions Tab

Learn how to view and edit admission field groupings such as prospect, inquiry, application, events, etc.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Enrollment Tab

Learn how to view and edit fields within the 'Enrollment' tab such as medical, tuition assistance, enrollment, etc.
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Written by Courtney Single
Updated over a week ago

Contact Record: Billing Tab

Learn how to manage payments, charges, and credits for a contact through the billing tab.
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Written by Courtney Single
Updated over a week ago

Contact Record: Households Tab Overview

Learn how to manage who lives in what household and how to manage parent portal accounts.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Household Details

Learn how to add, remove, and manage household addresses within the contact record.
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Written by Courtney Single
Updated over a week ago

Contact Record: Household Membership

Learn how to manage what contacts live in what households.
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Written by Courtney Single
Updated over a week ago

Contact Record: Parent Portal Access Page

Learn how to manage parent portal access, financial responsibility, and account details from within the contact record.
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Written by Courtney Single
Updated over a week ago

Contact Record: History Page

Learn how to view a child's status history, all notes, activities, and emails.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Download Menu

Learn how to bulk download all of the files for a specific student.
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Written by Cheyenne Rohmann
Updated over a week ago

Contact Record: Communicate Menu

Learn how to send emails and generate letters for an individual contact.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Edit Menu

Learn how to manage a child's status, grade, and term on a yearly basis.
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Written by Ben Phenix
Updated over a week ago

Contact Record: Related Contacts

Learn how to add, edit, and manage related contacts.
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Written by Ben Phenix
Updated over a week ago

Reminders, Recent Activity, & Document History

Learn how to set and manage reminders, notes, activities, emails, and submitted forms/documents.
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Written by Ben Phenix
Updated over a week ago