Student Overview

The Student Overview displays all the important information about an individual so you can get a quick understanding. On the Information tab, click Students > Student Overview.
Note: If you would rather see the Detail window when you first open a record, you can switch it with the Overview. Click the My Settings icon blue outline of computer monitor, and on the Other Screen tab, clear Show Overview as First Screen.

Student Information

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.

If you don't want pictures to display, click Hide Pictures. To send an email, click the email icon yellow envelope beside an email address. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Note: The email function uses your selections in Email & Text Setup. If you experience an issue, select Use the Simple Email dialog in the Email Server Setup 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.