Current Student Maintenance - Correspondence bar
Use the Correspondence bar to view:
- emails and SMS messages sent to the student
- documents relating to the student imported into DocMan.
Current Student Maintenance - Correspondence bar key fields and buttons
Filter area fields
Field | Description |
---|---|
Type | Filter the correspondence grid by the type of correspondence. For example, email or SMS. Cleared correspondence types are not displayed. |
Date From | View correspondence sent or imported on or after this date. |
Subject | View correspondence that includes these words in the subject line. |
Module | View correspondence created by the specified Synergetic module. For example, debtor statements generated by the debtor module. |
Date To | View correspondence sent or imported on or before this date. |
Classification | View correspondence of the specified classification. |
Content | View correspondence that includes these words in the content. |
Display | Select to display:
|
Include lives with | Include correspondence sent to people the community member lives with. |
Grid area fields
Field | Description |
---|---|
Date | Date the correspondence was added. |
Receiver | Name of the community member who received the correspondence. |
Sender | Name of the community member who sent the correspondence. |
Module | Module the correspondence originated from. For example:
|
Classification | Classification of the document if the record is from DocMan. See luDocumentClassification lookup table in the System maintenance manual. |
Subject | If the document is:
|
Attachment | Number of attachments an email correspondence has. |
Type | Type of the correspondence. For example, email, document, SMS. |
Buttons
Button | Description |
---|---|
Refresh the grid if you have changed the filter field selections. | |
Reset the default filter field selections. |
Common fields
Field | Description |
---|---|
Search Filter | The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector.
|
Common buttons
Button | Description |
---|---|
Create a new student. See Creating new students. | |
Delete the selected student. See Deleting a current student. | |
Display the Current Student Maintenance Search Criteria window. | |
Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. | |
Create a new task relating to the current student. See Managing tasks in the Introduction manual. | |
Click to refresh information for the selected student. |