Student & Family Data
- Adding hiding contact and address details to a form
- Keeping certain details private on forms
- Requests to Access or Disclose a Recorded IP Address
- Why editing your contact details when submitting a referral causes data issues
- Family Circumstances & Family Type
- What is Zone Catcher?
- Viewing Associated Forms in Student Details
- What is the Student Residence Address?
- Tracking Catchment and Eligibility Status for Future Students
- Best way to quickly create a new entry in Pipeline
- View by Student/Family Engagement
- Export/Download Records to CSV
- Adding an Activity Log Entry
- Locating the Email and SMS Communications Log
- Invite a Family to Complete a Form
- How to Defer or Decline a Student
- Un-declining a Student
- Searching for Duplicate Students
- Searching for duplicate contacts
- Sending Bulk Emails / Messages
- Bulk Edit Students
- Adding a Sibling
- Creating or Editing the Student Interests List
- How to Import Records/Students
- Searching by Birth Date Range
- Address Lookup
- Lead Scores
- Deleting a Student
- Deleting a Parent or Guardian contact
- Merging & linking contacts