Staff CRM

Overview

• The system for managing student and staff details can be referred to as a CRM (Contact Relationship Management) or a SIS (Student Information System). We prefer the broader term CRM, as it also refers to staff details.
• The CRM is used to store student and staff information, track interactions, and provide insight to help you manage your school and speed up certain tasks.

Custom Fields

Student and staff custom fields are added in a similar way.

• There are over 15 types of custom fields that you can add.
• These custom fields can then be grouped into sections.
• These sections can then be organized into tabs or menus, and you can create more of them as needed.

Adding Custom Staff Fields

To add custom staff fields, follow these steps:

Step 1: Select the "Settings" menu.

Step 2: Select the "Staff Fields" menu.

Adding Custom Student Fields

To add custom student fields, follow these steps:

Step 1: Select the "Settings" menu.

Step 2: Select the "Student Fields" menu.

You will now see all the student or staff custom CRM fields. The fields are shown according to the student tabs or staff tabs. For example, the first student tab is the "General" tab, and it is shown first. Then, within the "General" tab, you will see all the sections, starting with the "Student Details" section, followed by the "Home Details" section, and so on.

After that, you will see the next tab, which is the "Student Program" tab, including all its sections. Some tabs have built-in fields that cannot be moved or modified and will not display on the custom fields page. For example, the "Track," "Semesters," and "Dorm" fields will not display in the list of custom fields.

Next is the "Classes" tab, where you can add custom fields below the built-in fields, and so on.

Managing Tabs

You can rename the tabs by selecting the tab name and then editing it. You can also reorder the tabs by selecting the up and down arrows corresponding to the tab name.

We recommend that you save your changes often and not accumulate many changes before saving. These changes will be reflected on the student or staff menus accordingly.

Adding a New Tab

To add a new tab, follow these steps:

Step 1: Select "Add New Tab."

Step 2: Enter the desired tab name and select "Save."

Step 3: Next, select "Add Section" and enter the desired section name.

Step 4: Select "Save."

• You can then add custom fields into the section.

Adding a New Custom Field

To add a new custom field, follow these steps:

Step 1: Select "Add Field."

Step 2: Select the "Field Type" dropdown and choose the desired field type. There are over 15 types of custom fields.

Step 3: Select the desired field type and enter the name for the field. The field name is what will appear next to the field. Give it a short but descriptive name.

Step 4: If this is a required field, toggle on the "Required" option. Note that if a field is required, the user will not be able to save the page unless a value is entered for this field.

Step 5: If desired, enter the help text. The help text will show up as a question mark icon next to the field name, and when selecting this icon, it will show the help text to the user.

Step 6: You can reorder fields by selecting the up and down arrows corresponding to the field. You can also move fields from one section to another by selecting the "Move" icon and then selecting the desired destination section.

Step 7: You can delete a field by selecting its corresponding "X" icon.

• For more information on the various custom field types, refer to the appropriate help tutorial in the CRM and Custom Fields section.