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When defining custom fields in the user master data, the management system provides the option to indicate whether the specific custom field should be visible and editable by the user. The shared fields will be viewable by the user on his/her page from the personal profile. As a first step, it will be necessary to create the custom field to be applied to the master records . . . Continue reading...
To create a new sales form navigate to Configuration → Sales Form and, from the next screen, click the Add button in the upper right corner. Then fill in the following fields: Name* : the name of the form Description: any description of the form The forms can be used either to make registrations . . . Continue reading...
Sometimes students are assigned a unique identifier from an external entity, or through preprinted cards, or from a pre-existing management system. In this case, by entering a custom field linked to the student table and assigning it a unique code, a new option can be activated that allows the system to . . . Continue reading...
Cell phone number and email address are two pieces of data that must remain unique, CANNOT be repeated in multiple registries, and should be entered only in the registry of the person to whom they actually belong, since they are precisely personal data. This is because, the cell phone number will be used by the system when using . . . Continue reading...
There are 2 ways to enter the tutors/supervisors' master data into the system: navigate to Master Data → Tutors / Supervisors and click the "Add Tutor/Tutor" button. Then enter the personal data (only the fields First Name and Last Name must be filled in, the others can also be completed at a later stage by going . . . Continue reading...
A typical case that may occur in a school is when the parent of a student is himself enrolled in a course. In this type of situation it will then be necessary to create two master records for the school's student parent, one as a student and one as a guardian/responsible person. . . . Continue reading...