Contacts

In the case of primary and secondary students – the main focus for SchoolTool – the most important out-of-school contact is with parents, guardians, and other adults responsible for the child. SchoolTool’s Contact system is designed with this case in mind. You can also attach a full or partial set of contact information directly to a person in SchoolTool, for example, to store full contact information for a teacher or adult student, or to add an email address for a student.

Each Person can be linked to one or more Contacts (for example, a parent, step-parent, or other guardian) and each Contact can be linked to one or more People in SchoolTool, so siblings can both reference the same parent Contact.

Creating and managing Contacts

Usually you will create a Contact in reference to a Person. To do so, you must be logged in as a member of Clerks. Go to the School tab, click on People, select a Person, and click on the Contacts header, under General Information:

In the Contacts section, click the Manage Contacts link:

This form presents a list of Contacts for the Person. At first, there are no Contacts in the list. You may add a new Contact, or search for and link to an existing Contact.

Click on Add: New Contact in the sidebar. If we wanted to add contact information for Sally herself (if we wanted to contact her directly, rather than her parents), we’d select Add: Sally Brown as Contact.

This form should be straightforward:

Your new Contact:

Click on the Contact name:

And in the student’s slider:

To add an existing contact to Sally’s record, for example her brother Charlie, we could search for him under Available Contacts:

Click the green (+) to add him as a contact for Sally:

Click on Charlie Brown’s name, and then the edit pencil next to Contact Information to set their relationship to “Sibling”:

Thus:

To view, edit or add to all the Contacts in the system, navigate to the School tab and click on Contacts.