Introduction to the Contacts Tab

Creating and Managing Pupil contacts is a fairly straight forward process.  To get started you need to first find the pupil you need to manage by using the Pupil Manager Module and then clicking on the Contacts tab.

At the top of the page is the general contact notes section, use this for internal notices that might help with unique curcumstances when others are editing or viewing this child, e.g. Father is non-contact or mother does not want to be contacted on her work email.

The next section shows the current SOS contacts name:

Finally we get to the main section that holds all the contacts for the current pupil.  The Contact Type column shows you the relationship and location of the contact, then quick view shows you the basic info.  

Note the Yellow start next to parents, this denotes the pupil's home address

The last columns on the right contain information about the type of Mail Merges and Billing information that contact receives.  

You can also click the last two icons to either delete or edit an existing contact.

At the bottom of the form you have the Add Contact button that lets you create a new contact