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Finalsite Enrollment
Contact Record

Contact Record

Learn how to manage student’s checklist, view forms, add notes and manage households via the contact record.

General Information

Managing a Midyear Withdrawal Student
Child-Centric Model
Managing a Deceased Parent/Guardian
Roles & Statuses Explained
Contact Record Overview
Legacy Role

Contact Record: Navigation Tabs

Contact Record: Summary Tab
Contact Record: Personal Tab
Contact Record: Admissions Tab
Contact Record: Households Tab Overview
Contact Record: History Page
Reminders, Recent Activity, & Document History

See all 12 articles

Contact Record: Action Menus

Contact Record: Manage Contract Menu
Contact Record: Edit Menu
Contact Record: Communicate Menu
Contact Record: Download Menu

Additional Information

Customizing the Contact Record
Admin File Upload on Form Checklist Items

Finalsite Enrollment