Whenever a call is made, a letter written or an email sent, you need to record the fact. This can be done either from the Contact page of the relevant pupil’s record or by clicking New action on the Action List form (see figure below).  This form should be accessible from your menu as My Actions. If you send a merge letter to a group of pupils’ parents an action record is created automatically for each pupil.

When an action is set it is by one person and potentially for another. You can email straight from the form. You should have a ‘My actions’ menu item that shows you what you have completed, but more importantly, what you have not completed.

From this form you can get straight to the action without going to the pupil first by clicking on the ‘detail’ button alongside the action you want to see.

Once on the Contact Record you will see that the child’s name is underlined so a double click will take you to that child’s record.

Contact Record