1. Contact Index & Search

In this Section:


The Contact Index displays a quick overview of a list of Contacts recorded in SELMA, and allows you to access select records.

The basic search feature allows you to find specific records quickly, and produces results that match your criteria the closest.

Figure 1. Navigate to Students > Contacts


Advanced Search and Saved Searches

The Advanced Search is hidden by default, and can expand to reveal multiple fields where you can filter for specific Contact details.

Figure 2i. Access Advanced Search Filter

Figure 2ii. Search for Specific Records

Choose your filters (blue), then click the buttons above the Advanced Search fields to apply your criteria to the Contact Index (red), or clear your criteria from the search fields (green).


Saved Searches

If there are search criteria that you use often, you can save them as a “Saved Search” to access again, without manually typing up your search parameters.

Figure 3i. Set Search Criteria

Set-up your search criteria by filling out the Advanced Search fields, and click “Save Search”.

Figure 3ii. Save Search

Name the new search you are saving, and click the purple “Create” button. You can also save the search results’ page length, sorting etc.


Access and Manage Saved Searches

Figure 4i. Access Saved Search

Click the button “Saved Searches” to find and apply a Saved Search.

Figure 4ii. Rename and Remove Saved Search

Click the drop-down arrow beside a Saved Search to rename and/or remove it.


Download Search Results

Figure 5. Download CSV File

To download your search results as a CSV file, click on the button “Export CSV”.

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2. Create and Manage Contacts

In this Section: Contact Types There are multiple Contact types in SELMA, including and limited to: Additional Contact types can be added via Lookup Data. Create Contacts Figure 1. Navigate to Students > Contacts Click the green “+” button to add a new Contact to the Contact Index. Figure 2. Add Contact Details Asterisks beside …