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:
- One or more flags are changed for an existing contact of the student. For example, a contact no longer wants to receive Mail.
- A new contact is added for the student.
This applies to current students, past students and future students.
In the following example, a new emergency contact is added. Barbara Adamski is a member of the community database.
A corresponding history record is added.
Swapping contacts
The contact information for past students is read-only. Contacts cannot be swapped or modified.
Opening the Contacts tab
To open the Contacts tab:
- Select Module > Development > Past Student Maintenance from the main menu.
The Set Past Student Search Criteria window is displayed.
Tip: You can also access the past student functions by clicking .
- Select the past student. See Searching for past students (on page ).
The Personal tab of the Past Student Maintenance window is displayed.
- Click the Contacts tab.
The Contacts tab of the Past Student Maintenance window is displayed.
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:
|
Contact Description |
Description of the contact. Values include:
|
Contact Name |
Contact's name. |
Lives With |
Select if the student lives with the contact. |
Parent |
Select if the contact is a parent. |
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. |
ID |
Synergetic ID of the community member. |
Fields
Field |
Description |
---|---|
Ph BH |
Phone number during business hours for the selected:
|
Default Mob |
Default mobile phone number for the selected:
|
Fax BH |
Facsimile number during business hours for the selected:
|
Email address for the selected:
|
|
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. |
|
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. |