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Contact Index & Search

In this Article Contact Index and Search Grids are used often within SELMA and provides a functional, practical way of displaying large batches of information. “Search” is the fastest way to find specific contact records and will produce results that match your criteria the closest. Advanced Search The Advanced Search is hidden and will appear …

Organisation Index & Search

In this Article: Contact Index and Search Grids are used often within SELMA and provides a functional, practical way of displaying large batches of information. “Search” is the fastest way to find specific Organisation records and will produce results that match your criteria the closest. Advanced Search The Advanced Search is hidden and will appear …

Cloud Assess

Initial Setup Navigate to Settings (Cogwheel icon), select Integrations, and click Configure under Cloud Assess. Configuring Keys and Connection To set up the Cloud Assess integration, enter the required URL and keys. If needed, contact SELMA or Cloud Assess support for assistance. Understanding the Configuration Screen The configuration screen displays a log of all transactions …

Tag Manager

A tag manager in a student management system is a tool that allows administrators, teachers, and other staff to assign and manage tags (or labels) to students, courses, or other entities within the system. To access the Tag Manager in SELMA click on Setting -> Tag Manager From here tags can be managed for various …

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 …

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 …