Assign Family or Member Phones or Emails
CAUTION: This process alters data. We recommend backing up your data before proceeding.
With this process, you can add family contact information to student/parent/guardian records or add student/parent/guardian contact information to family records.
Tip: If you always assign family phones/emails to family member records, you can select Automatically Add Family Phones/Emails to Family Members in the Initial Setup window.
- On the Information tab, click then, on the Student Processes tab, click Family/Member Phones/Emails.
- Select which type of family members to update, then click Next.
- Decide whether you want to add family information to member records or add member information to family records.
- To add family information to member records:
- Select Assign Family Information to Family Members.
- Select whether to add family phone numbers or email addresses to member records.
- Select whether to add only the first entry in the family's phone/email list or to add all entries.
- Select which member type(s) to add the information to.
- To add member information to family records:
- Select Assign Member Information to Families.
- Select whether to add member phone numbers or email addresses to family records.
- Select whether to add only the first entry in the member's phone/email list or to add all entries.
- Select which member type(s) to add the information from.
- Click Next.
- Make selections to build your list of records to process, then click Next.
- Review your list. If needed, add or edit any information. When you're ready to post information to the selected records, click Next.
- To post, click Finish.