The Contacts tab on the Recent
Activity section of the Home Page allows you to see the newly created contacts,
contacts which has recent changes and allows you to search for contacts.
Under the Contacts tab:
When the Show Recent Activity
button is selected, the grid below displays the contacts which has been
recently edited and updated. Select the Search For radio button to search for
existing contacts. Type in the box the name of the contact you are looking for.
Select the Active Only checkbox to display only the active contacts of that
name or clear the checkbox to display all that has the same contact name and
click the go icon .
The results with the inputted name will appear on the grid below.
On the rightmost column of the
grid are icons which allow you to manage a specific contact.
Edit
Contact Icon redirects you to the Edit Contact page and allows you to do the
necessary changes for that contact. Click the Save and Return button to save
the changes you have made and return to the Home page.
E-mail Contact Icon redirects you to the Send
E-mail(s) page and allows you to create and send an e-mail message to a
contact. After and creating and formatting the message, click the Send Email
button and click OK in the confirmation box to send the e-mail message to the
contact.
Register
Icon redirects you to the Register Student for Programs/Classes page and allows
you to register the contact to a program/class. Fill in the required fields and
search filters to locate the class you want to register. Click the Save button
and click OK in the confirmation box to complete the registration.
Add Note Icon redirects you to the Add Note
page and allows you to add a note to a contact. Fill in the required fields and
click the Save and Return button to save the note and return to the Home page.
There are links at the bottom of the grid which allows
you to add a new contact or search for more contacts in the system. Clicking
the Add New Contact link redirects you to the Add New Contact page where you
can fill in the required fields and click the Save and Return button to save
the new contact. This works the same way when
clicking the Add New Student and Add New Instructor links. Click the Search
for more Contacts link to redirect to the Contacts Search page where you can
add search filters to locate the contact you are looking for.