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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...
To massively import teacher master records navigate to Master Records → Teachers: and click the green Import button: From the next screen, click Download to download the template for the massive import of teachers: The excel sheet will look like this: The only absolutely required fields to be filled in are . . . Continue reading...
To access the CRM (Customer Relationship Management) section of the system, where you can better manage the school's potential customers, navigate to CRM & Marketing → Leads (CRM). CRM Configuration To configure the school's CRM, entering new statuses attributable to prospects and . . . Continue reading...
A teacher may be disabled and thus hidden from the platform. For security reasons, he/she will not be able to be deleted from the system's history (unless he/she has never been associated with any course, only in this case will it be possible to delete his/her master data). To disable a teacher navigate to Master Data → . . . 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...
In order to associate a lecturer with a course, it will first be necessary to link him/her to the subject matter of the course. The same teacher may be linked to more than one subject, and likewise, the same subject may be linked to more than one teacher. The Teacher - Subject association can be done either from Master Data → . . . Continue reading...
Organizing Subjects into Departments can be very useful for more precise management of Subjects. Each section will explain the details of the two functions. 1. Organizing Subjects into Departments Departments group multiple Subjects together and help to quickly filter and search for Subjects of interest. To create a . . . Continue reading...
In case you want to massively import the history of student records, regardless of whether they are active students or students who were enrolled in the past, you can use an excel template in the system to use for the import. Then navigate to Master Data → Students: Then press the button . . . Continue reading...