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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...
It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . 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...
If a duplicate is found in the student master record, it will be possible to merge the two mistakenly added master records for the same person so that only one person remains. After the merge is performed, all related information, such as enrollments, tuition, orders, payments, invoices, etc., will automatically flow into the remaining user. Navigate to the . . . 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...
To export student records navigate to Student Records → Students, click the 3 dots at the top right of the screen and below choose the "Export" option: IMPORTANT: In case you do not intend to download all student records in the system, before exporting, click on . . . Continue reading...
The figure of the guardian/responsible person can be primarily used for two purposes: parent in the case of a minor student; company in the case of courses provided to its employees. In both cases, it will be possible to head the enrollment order to the guardian/responsible person instead of to the student or students participating in the course. The guardian/responsible person, . . . Continue reading...
Custom headings or custom fields are fields that you can create yourself to add more information than is present by default in the various sections: master records, enrollment orders, courses, etc etc. Using custom heads, in addition to filtering the master records based on a specific characteristic, it will . . . Continue reading...