In this Section: Link Existing Contact to Student You can link any Contact with an “Active” status to a Student. On the Student profile, go to the “Stakeholders” tab. You’ll see two groups: Related Contacts and Related Organisations. Figure 1: Stakeholders Tab Figure 2: Add Related Contact In Related Contacts, click the green “+Add” box …
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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 …
1. Contact Index & Search
In this Section: Contact Index and Search 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 > …