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Lookup Data
Navigate to Settings (Cog) -> Lookup Data This section allows you to manage lookup data in drop down lists such as “Contact Types” or “Fee Type” – When editing a lookup data category, you will see that some data is locked for editing (example here highlighted in yellow). This data is used by the system …
Communication Templates
Navigate to Settings (Cog) -> Communication Templates The most effective way of using comms in SELMA is to create templates. You can create templates for Emails, Email Attachments and Text Messages. Templates are managed in sections on the comms grid where you can create, search edit, preview or delete – To create a new template, …
Campus Index
Navigate to Settings (Cog) -> Campus Index Here you can add new campuses for your school to view and manage them all in one place. Click on the green plus sign to add a new campus – then, click on Create to save the information. The campus code will be used to generate the Intake Code. …
Custom Fields
To access Custom fields, navigate to Settings (Cog) -> Custom Fields You can personalise your SELMA instance by adding, editing and re-ordering Custom field tabs for the following sections: To add a new Custom Field click on Add – Required information – Field Name, API Name (generated automatically based on the Field Name) and Field …