Contacts

How do I create a contact?

1. Navigate to the contacts page
2. Press the plus button on the bottom right
3. Fill in all available/known information
4. Save the contact using the button in the upper right corner.

How can I change contact information after a contacts creation?

1. Navigate to the contact. Alternatively, on the contacts page, search the contact using the 'Find' box on the bottom pane.
2. Find what information needs to be changed
3. Save the changes

What if I accidentally make a duplicate contact?

For deleting duplicate contact:

1. Select the duplicate contact.
2. "Delete record" using teh cogwheel in the bottom right corner

For merging contacts:

1. Locate the two contacts
2. Select them both
3. Select the cogwheel on the bottom right
4. Press the merge 2 contacts button
5. Select what information should remain on the merged contact

How can I link a contact to a different contact?

1. Navigate to one of the contacts
2. Scroll down to the relations section
3. Press the plus button
4. Search for the other contact
5. Select how these two contacts are linked

How can I create a new type of contact relation?

1. Search for “Contact relation types” on the dashboard
2. Select the plus button on the page.
3. Input mandatory informations.
4. Save new contact relation type.

How can I view a contact’s financial records?

1. Find the desired contact
2. Scroll down to the “Financial” drop down or click the tab on the right pane.

How can I view contact enrollment records?

1. Find the desired contact
2. Scroll down to the “Education” drop down or click the tab on the right pane.
3. All linked enrolments records for the selected contact are under the "Enrolments" section.

What’s the difference between a student and tutor contact?

A student cannot be set as a tutor for classes, and cannot receive payment from payroll. It is important to note that a tutor can also be a student if a tutor enrols into a class. They can be both a tutor and a student and it does not remove their ability to receive payroll payments and be set as a tutor in a class.