Contact Record

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

23 articles in this collection
Written by Courtney Single and Jessica Yates

General Information

Contact Record Overview

Learn how to navigate the contact record in SchoolAdmin.

Written by Jessica Yates
Updated over a week ago

Contact Record Video Tutorial

Watch a video tutorial on how to navigate the contact record in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Roles & Statuses Explained

Learn about in and out of workflow statuses, automation of statuses, and what parents can see in the portal!

Written by Courtney Single
Updated over a week ago

Legacy Role

Learn how the legacy role works with SchoolAdmin

Written by Jessica Yates
Updated over a week ago

Child-Centric Model Training

This is a full-length video recording of the Child Centric Model Training.

Written by Courtney Single
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.

Written by Jessica Yates
Updated over a week ago

Contact Record: Personal Tab

Learn how to view and edit personal field groupings such as personal information, education, etc.

Written by Jessica Yates
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.

Written by Jessica Yates
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.

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.

Written by Courtney Single
Updated yesterday

Contact Record: Households Tab Overview

Learn how to manage who lives in what household and how to manage parent portal accounts.

Written by Jessica Yates
Updated over a week ago

Contact Record: Household Details

Learn how to add, remove, and manage household addresses within the contact record.

Written by Courtney Single
Updated over a week ago

Contact Record: Household Membership

Learn how to manage what contacts live in what households.

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.

Written by Jessica Yates
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.

Written by Courtney Single
Updated over a week ago

Contact Record: Related Contacts

Learn how to add, edit, and manage related contacts.

Written by Jessica Yates
Updated over a week ago

Reminders, Recent Activity, & Document History

Learn how to set and manage reminders, notes, activities, emails, and submitted forms/documents.

Written by Jessica Yates
Updated over a week ago

Contact Record: Action Menus

Contact Record: Download Menu

Learn how to bulk download all of the files for a specific student.

Written by Jessica Yates
Updated over a week ago

Contact Record: Communicate Menu

Learn how to send emails and generate letters for an individual contact.

Written by Jessica Yates
Updated over a week ago

Contact Record: Edit Menu

Learn how to manage a child's status, grade, and term on a yearly basis.

Written by Jessica Yates
Updated over a week ago

Contact Record: Manage Contract Menu

Learn how to preview tuition & fees and manage contracts from a student's contact record.

Written by Jessica Yates
Updated over a week ago

Additional Information

Customizing the Contact Record

Learn how to customize the contact record to best meet your school's unique needs.

Written by Jessica Yates
Updated over a week ago

Admin File Upload on Form Checklist Items

Learn how to combine collecting forms and managing paper documents into a single checklist item.

Written by Courtney Single
Updated over a week ago