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 from the Action List form (see figure below) by clicking the New action button.  If you send a merge letter, an Email or a text to a group of pupils’ parents an action record is created automatically for each pupil.

You can set a follow-up action for either yourself or someone else. Select who is to carry out the action in the For field and then set a deadline date (clicking on the Follow up on button will open a date picker. When the action is complete, you should tick the Done box and the action will then disappear from the My Actions list. The follow-up may require a further Contact Record to be created and this can be done by clicking the Follow-up action button.