The Student Overview displays all the important information about an individual so you can get a quick understanding. On the Information tab, click .
The student's information displays on the left. Click a piece of information to view more details or edit it. For example, if you click the student's scheduled session, you are taken to the Detail window where you can edit it or add another. If you click the student's phone number, you are taken to the Communication window. If you click a sacrament, you are taken to the Sacraments window.
Family and Fund Information
Information about the student's family, parents/guardians, other members, and funds displays on the right. Click a name or fund to go to that record's overview. Click Show Totals to view amount paid and balance due for a fund.
You can also quickly view other family members by clicking the Member # of # drop-down list at the top.
Customize What You See
You can select which information to show or hide on the Overview. In the top-right corner of the window, click the gear icon . From here, you can select which information sections you want to display.