Versions Compared

Old Version 7

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Richard Kennedy (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Use the Contacts tab to view contact details for primary and alternative contacts, particularly guardians and parents.

History
The history records display changes made to the student's contacts. History records are created when:

...


Past Student Maintenance - Contacts tab key fields and buttons
Grid area fields
Also refer to the Contact Details area for details of how to maintain these fields.

Field

Description

Type

Type of contact. Typical values include:

  • SC1, SC2 and so on
  • SE1, SE2 and so on.

Note: Normally the SC1 contact is a parent of the students, even if the child does not live with the parent; this is because the SC1 contact is used to determine family position and sibling discounts.

Contact Description

Description of the contact. Values include:

  • Contact 1, Contact 2 and so on
  • Emergency Contact 1, Emergency Contact 2 and so on.

Note: If a contact has more than one type of relationship with the student, each relationship is shown as a separate entry.

Contact Name

Contact's name.

Lives With

Select if the student lives with the contact.

Note: In cases of shared custody, more than one contact can have the Lives With flag set. The first listed Lives With contact is used when extracting information from Synergetic for surveys that require a single address for a student (for example, DEST survey).

Parent

Select if the contact is a parent.

Note: The parent contact is the person who is the parent from your organisation's perspective, not necessarily the natural parent. For example, if both parents are deceased and the uncle has custody and is as involved as a natural parent would be, then the uncle should be selected as the parent.

Selecting this flag adds the contact to the @PC (parent) constituency. They become a member of the @SCOC constituency if not selected.

Mail

Select if the contact wants to receive mail from your organisation regarding this student.

Reports

Select if the contact wants to receive reports for this student.

Primary

Select if addressing this person only and not their spouse.

Note: Use to suppress communication with a partner if they are not relevant from your organisation's perspective for this student. For example, a de-facto partner or non-natural parents.

ID

Synergetic ID of the community member.

Fields

Field

Description

Ph BH

Phone number during business hours for the selected:

  • contact
  • spouse, if applicable.

Default Mob

Default mobile phone number for the selected:

  • contact
  • spouse, if applicable.

Fax BH

Facsimile number during business hours for the selected:

  • contact
  • spouse, if applicable.

Email

Email address for the selected:

  • contact
  • spouse, if applicable.

Mailing Address

Mailing address for both the contact and their spouse.

Ph AH

Phone number after business hours.

AH Alt

Alternative phone number after business hours.

Fax AH

Facsimile number after business hours.


Buttons

Button

Description

Launch the Community Maintenance window for the selected contact.

Tip: Click to refresh the information displayed after returning from Community Maintenance.

For example, you can update the student's address by selecting the contact the student lives with and updating the address. See Community Maintenance - Home Address tab in the Community manual.

Send an email. See Sending emails in the Introduction manual.

Compose a letter. See Composing letters with Microsoft Word in the Introduction manual.

Copy the address details of the selected record to the Windows clipboard. Go to the Microsoft Windows application you are using and paste the address details into the document you are editing.

...