The Summary Tab of the contact record is the first thing you see when you open up a record. This is where you can find key information about the contact, view the student checklist (if applicable), view form/document submission history, manage reminders and recent activity, and more.
How-To: Use the Summary Tab
Below you will find information on each area of the contact record summary tab.
You must use the "Contact Profile Picture" checklist item type to populate a photo for students. This can be uploaded by parents or admins. It can also be edited by hovering over it for options as displayed below. Click on the Pencil icon to edit the photo (you can change the crop, choose a different photo, or download the file), or click on the Trashcan icon to delete it (you will be asked to confirm).
Right below the contact name at the top of the record.
On an active student contact record: This area will display the student's current grade, status, and term in the system. It will also display the date of birth and gender if those fields are filled out for the student.
On other contact record types: This area will simply display their role(s) in the system (e.g. parent, consultant, alumni, former student).
In the upper right side of the record.
On a student contact record: This will populate the primary parent's name, phone number, and email address, as well as the primary household address.
On a parent/guardian or consultant contact record: This will populate their own name, phone number, and email address, as well as the primary household address.
From a student's contact record, you can click on the parent's name to quickly jump to their record. You can also click on the orange "P" or "$" icons in this section to reassign the primary parent and financially responsible roles.
Click on the phone number or email address to update the information, without having to navigate to another contact record and menu. Addresses must be changed from the Household Tab - Household Details.
In the upper right side of the record. These menus allow you to take various actions for the contact. Click on the links below to learn more!
Navigate through these tabs to view and update data for the contact you're currently viewing. Click on the links below to learn more! Please note: Your available tabs may differ, based on the modules you are using.
The Contact Widget is the area above the checklist where you can customize the information you’d like to see when you open a contact record, without having to click over to a different tab or form. Click here to learn more!
Track & Manage Checklist Progress
Within a student's contact record, you can track their checklist progress to see which items are complete and which are still pending. You can also internally upload items, schedule appointments, fill out online forms, or send recommendation/document requests on behalf of the student. Click on the links below to learn more!
Did you know?
You can use Granular Permissions to hide checklist data based on the permission level of the individual user. Adding these permissions allows you to control who can see/edit/view the item and the data related to the item.
To learn more about Granular Permissions, please refer to our Granular Permissions for Email and Checklists article.
In the bottom left of the contact record (below the checklist for students).
This section contains a list of every contact who is linked to the contact you're currently viewing. Detailed information on Related Contacts is available here.
Reminders & Recent Activity
You will find both of these to the right of the checklist on the contact record.
In the Reminders section, you can view, add, or manage reminders for the student you're currently viewing. This is a great place to assign tasks relating to the student to yourself or others on your team, and then you can easily view them later on your Dashboard.
In the Recent Activity section, you can track notes, activities, and email history relating to the student you're currently viewing. Click the green plus (+) button to add a new note or activity. You will see the most recent notes, activities, and emails first - to see more, click on the 'See Full Activity History' link towards the upper right of the section.
Click here to learn more about Reminders & Recent Activity!
Form & Document Submission History
In the bottom right of the contact record.
This section contains a history of every online form that has been submitted and every document that has been uploaded for the student. This includes forms and documents that were submitted/uploaded internally as well as by the parent. Click on any of the file names to view or download that file. Please note: At this time, it is not possible to change the file names.
Click here to learn more about Form & Document Submission History!