Contact Record

Contact Record Overview

Learn how to navigate the contact record in SchoolAdmin.

Written by Ben Phenix
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

Child-Centric Model Training Video

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

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 Ben Phenix
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

Contact Record: Summary Tab

Learn how to use the action menus, manage checklists and recently activity, set reminders, and more.

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.

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.

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.

Written by Courtney Single
Updated over a week ago

Contact Record: Billing Tab

Learn how to manage payments, charges, credits, for a contact through the billing tab.

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.

Written by Ben Phenix
Updated over a week ago

Contact Record: Household Details

Learn how to add, remove and manage household addresses, and contacts within.

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: Parent Portal Access

Learn how to manage parent portal access, financial responsibility, and account details.

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 Ben Phenix
Updated over a week ago

Contact Record: Download Menu

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

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.

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.

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.

Written by Ben Phenix
Updated over a week ago

Contact Record: Related Contacts

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

Written by Ben Phenix
Updated over a week ago

Enrollment Contact Record Features

Learn how to preview tuition and fees, manage contract generation, and tuition/deposit override.

Written by Ben Phenix
Updated over a week ago

Customizing the Contact Record

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

Written by Ben Phenix
Updated over a week ago