Home Admissions Prospective Pupil Records 3. The Contact Page
Prospective Pupil Records 3. The Contact Page PDF Print E-mail
Admissions

For the purposes of this guide, a contact is an adult (or adult couple) outside the school who has a formal relationship with the pupil and whose contact details are recorded in the database. An action is a recorded communication with this adult.

Contact Page

This page is best dealt with in terms of the actions you wish to perform.
View a contact
Having located the pupil using the PupilFinder and opened the record, switch to the Contacts page and double-click one of the underlined names under Contact names.
Add a contact
See under Adding a Contact
Head up a letter
Click on the Let. button. This will open Word using your default template and head up a letter to this contact with their address and the salutation. It will also open the Contact Record form to record details of the action. Details of the Contact Record form are given below.
Send a standard letter
To send one of the standard letters held in your system, select the letter using the drop-down in the Mail merge box and then click the Merge button. (See Mail Merge) Again the letter will open in Word ready to edit and print and the Contact Record form will open.
Printing an envelope
Click on the Env button and the address will be displayed in Word ready for printing on an envelope.
Printing a label
If you prefer to print the address on a label, click on the Label button. The form shown in the figure below appears. Select the appropriate stationery from the drop-down in the Select label set box and indicate the column and row on the sheet of the label you want the use. Finally click Create Label and it will open in Word ready for printing.
 

Recording an Action
See My Actions

Last Updated on Wednesday, 29 October 2008 13:57
 
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