Contact Record

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

Courtney Single avatar Cheyenne Rohmann avatar Jessica Yates avatar
23 articles in this collection
Written by Courtney Single, Cheyenne Rohmann, and Jessica Yates
Contact Record: Navigation Tabs

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 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.
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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.
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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.
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Written by Courtney Single
Updated over a week ago

Contact Record: Billing Menu

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 Jessica Yates
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: History Page

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

Contact Record: Related Contacts

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