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In the event that there are duplicate master records in Fiscal Management → Customers/Suppliers for the same customer and/or supplier, you will be able to use the function to merge these duplicate master records, thus merging all the data and information from both into a single master record. Navigate to Tax Management → Customers/Suppliers and enter the flag . . . Continue reading...
In case you need to export the list of current course enrollees, i.e., students who are taking active and therefore not yet completed courses, you will have to navigate to Master Records → Students, click the 3 dots in the upper right corner of the screen, and then choose the option . . . Continue reading...
To export the list of courses and, if applicable, the corresponding enrolled students (in the same export file) navigate to Didactics → Collective Courses or to Didactics → Individual Lessons and, from the next screen, click the button at the top "Report/Export" and then "Export". IMPORTANT: Before proceeding with the export of courses, you can . . . Continue reading...
Both when issuing an enrollment order and at a later stage, it is possible to add either a private comment viewable only by the secretary, or a public comment viewable by both the secretary and the customer (student and/or guardian/supervisor). The public comment will be entered by the system directly in the order receipt immediately below . . . Continue reading...
In the event that the school, for privacy issues, needs to not show or partially show the name of its teachers, to its students and their responsible guardians, it will be possible to either assign an alias to them in its master data, or to configure the mode of display . . . Continue reading...
Uploading Documents to Your Storage at ScuolaSemplice To upload one or more documents to your virtual library at ScuolaSemplice, which can then be associated with courses and then downloaded by enrolled students, navigate to Master Records → Documents. Click the green button at the top right "Upload Document" and, from the . . . Continue reading...
To change the price of a tuition/hours/monthly package you will need to navigate to Configuration → Settings → Packages for courses delivered on a monthly, tuition and hourly fee basis. We will display a list of all packages created within the management system. Once you have identified the package you want to edit click on Manage . . . Continue reading...
Cloning Course Type In case you need to add a new course type/model, in addition to adding it from scratch, you will be able to clone an existing one and thereafter freely edit it. Navigate to Didactics → Group Courses or to Didactics → Individual Lessons. From the next screen, in case you . . . 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 add a good or service to an issued order navigate to Financial Management → Order Management. Next to the order you want to edit click on Manage Installments and Payments, from here select Reopen: Now that the order is reopened under the Adding Goods/Services or Discounts to Order box . . . Continue reading...