Previous icon

Next icon

Current Student Maintenance - Contacts tab

Use the Contacts tab to maintain contact details for primary and additional contacts, particularly guardians and parents. You can add as many contacts to the student record as necessary.

Note: Emergency contacts and debtors are not necessarily contacts.

SC1 contact

The SC1 contact is the person or couple most important to the student, usually one or both of the student's natural parents. Synergetic uses the SC1 contact to create a family structure, which is displayed on the Siblings tab. All students who share the same SC1 contact are shown on the Siblings tab. See SES (Socioeconomic status) parent extraction settings in the System maintenance manual.

Note: Synergetic requires every student to have an SC1 contact. If a student does not have an SC1 contact you will receive the following error message upon closing the window.
Warning no SC1 contact (Contacts tab, Current Student Maintenance)

If Primary is not selected, creating an SC contact who is:

Creating an emergency contact adds the contact to the @SCEC constituency. See Community Maintenance - Constits tab in the Community manual.

Swapping contacts

You can easily swap contacts. For example, if you have a student with SC1 and SC2 contacts, you can change the SC2 to SC1 and then the SC1 becomes SC2.

Current Student Maintenance - Contacts tab (grid)

See Swapping contacts.

History

Opening the Contacts tab

Current Student Maintenance - Contacts tab key fields and buttons

Grid area fields

Also refer to the Contact Details area for details of how to maintain these fields.

Field

Description

Type

Type of contact. Typical values include:

  • SC1, SC2 and so on
  • SE1, SE2 and so on.

Current Student Maintenance - Contacts tab (grid, Type drop-down)

Note: Normally the SC1 contact is a parent of the students, even if the child does not live with the parent; this is because the SC1 contact is used to determine family position and sibling discounts.

Contact Description

Description of the contact. Values include:

  • Contact 1, Contact 2 and so on
  • Emergency Contact 1, Emergency Contact 2 and so on.

 

Note: If a contact has more than one type of relationship with the student, each relationship is shown as a separate entry.

Contact Name

Contact's name.

Lives With

Select if the student lives with the contact.

Note: In cases of shared custody, more than one contact can have the Lives With flag set. The first listed Lives With contact is used when extracting information from Synergetic for surveys that require a single address for a student (for example, DEST survey).

Parent

Select if the contact is a parent.

Note: The parent contact is the person who is the parent from your organisation's perspective, not necessarily the natural parent. For example, if both parents are deceased and the uncle has custody and is as involved as a natural parent would be, then the uncle should be selected as the parent.

Selecting this flag adds the contact to the @PC (parent) constituency. They become a member of the @SCOC constituency if not selected.

Mail

Select if the contact wants to receive mail from your organisation regarding this student.

Reports

Select if the contact wants to receive reports for this student.

Primary

Select if addressing this person only and not their spouse.

Note: Use to suppress communication with a partner if they are not relevant from your organisation's perspective for this student. For example, a de-facto partner or non-natural parents.

ID

Synergetic ID of the community member.

Fields

Future Student Maintenance - Contacts tab (Contact Details area)

Field

Description

Ph BH

Phone number during business hours for the selected:

  • contact
  • spouse, if applicable.

Default Mob

Default mobile phone number for the selected:

  • contact
  • spouse, if applicable.

Fax BH

Facsimile number during business hours for the selected:

  • contact
  • spouse, if applicable.

Email

Email address for the selected:

  • contact
  • spouse, if applicable.

Mailing Address

Mailing address for both the contact and their spouse.

Ph AH

Phone number after business hours.

AH Alt

Alternative phone number after business hours.

Fax AH

Facsimile number after business hours.

Buttons

Button

Description

Launch button

Launch the Community Maintenance window for the selected contact.

Tip: Click Refresh icon to refresh the information displayed after returning from Community Maintenance.

For example, you can update the student's address by selecting the contact the student lives with and updating the address. See Community Maintenance - Home Address tab in the Community manual.

Add...gif

Add a new contact for the student. See Adding new contacts.

Delete button

Delete the selected contact.

Email icon

Send an email. See Sending emails in the Introduction manual.

Word icon

Compose a letter. See Composing letters with Microsoft Word in the Introduction manual.

Copy name and address to clipboard button

Copy the address details of the selected record to the Windows clipboard.

Go to the Microsoft Windows application you are using and paste the address details into the document you are editing.

Last modified: 23/09/2014 3:55:19 PM

See Also

Maintaining current students

Searching for existing students

Creating new students

Current Student Maintenance - Personal tab

Current Student Maintenance - Flags tab

Current Student Maintenance - School tab

Current Student Maintenance - Entry tab

Current Student Maintenance - Scholarships tab

Current Student Maintenance - Deposit tab

Current Student Maintenance - Transport tab

Current Student Maintenance - Courses tab

Current Student Maintenance - Classes tab

Current Student Maintenance - Timetable tab

Current Student Maintenance - Awards tab

Current Student Maintenance - Attendance tab

Current Student Maintenance - Absent tab

Current Student Maintenance - External tab

Current Student Maintenance - Work Exp tab

Current Student Maintenance - Material tab

Current Student Maintenance - Relations tab

Current Student Maintenance - Siblings tab

Current Student Maintenance - Emergency tab

Current Student Maintenance - Doctor tab

Current Student Maintenance - Medical tab

Current Student Maintenance - Codes tab

Current Student Maintenance - Debtor tab

Current Student Maintenance - Concessions tab

Current Student Maintenance - Legal tab

Current Student Maintenance - Photo tab

Current Student Maintenance - Comment tab

Current Student Maintenance - User Forms tab

Current Student Maintenance - Demographic tab

Current Student Maintenance - Maint tab

Current Student Maintenance - DocMan tab

Current Student Maintenance - Alerts tab

Current Student Maintenance - Current Comms tab

Current Student Maintenance - Comms tab

Current Student Maintenance - Current Events tab

Current Student Maintenance - Events tab

Current Student Maintenance - Objects tab

Current Student Maintenance - Sales tab

Current Student Maintenance - International tab

Current Student Maintenance - Accommodation tab

Current Student Maintenance - Activity tab

Current Student Maintenance - NZMOE tab

Current Student Maintenance - NZQA tab

Current Student Maintenance - NCEA tab

Current Student Maintenance - Correspondence tab

Current Student Maintenance - Pastoral Care tab

Current Student Maintenance - Action Centre tab

Current Student Maintenance - Interviews tab

Current Student Maintenance - Sports classes tab

Current Student Maintenance - Electives tab

Current Student Maintenance - Individual Plans tab

Current Student Maintenance - Ability tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

Top of page