Difference between revisions of "Entering Contact Information"

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(Created page with "# Click the '''New''' button on the Parent Contact Log screen to start a new entry. # Select the '''Contact Type'''. # Select the '''Contact Date'''. # Select the '''Contact Rela...")
 
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# Click the '''Save''' button.
 
# Click the '''Save''' button.
 
# Select '''Show JCall Messages''' to show all messages.
 
# Select '''Show JCall Messages''' to show all messages.
# '''Show all Years''' check box - if checked then all log entries from current and previous years will be included. Leave it unchecked to limit log entries to the current year only.
+
# '''Show all Years''' - If checked then all log entries from current and previous years will be included. Leave it unchecked to limit log entries to the current year only.
 
# '''Contact Time''' - This denotes the time the record was created by user.
 
# '''Contact Time''' - This denotes the time the record was created by user.
 
# If the user wishes to '''edit''' a record created by his/her self, click on the row, change the information, then click '''Save'''.
 
# If the user wishes to '''edit''' a record created by his/her self, click on the row, change the information, then click '''Save'''.

Revision as of 05:15, 10 September 2018

  1. Click the New button on the Parent Contact Log screen to start a new entry.
  2. Select the Contact Type.
  3. Select the Contact Date.
  4. Select the Contact Relation.
  5. Enter any details in the Log Recording section.
  6. Click the Save button.
  7. Select Show JCall Messages to show all messages.
  8. Show all Years - If checked then all log entries from current and previous years will be included. Leave it unchecked to limit log entries to the current year only.
  9. Contact Time - This denotes the time the record was created by user.
  10. If the user wishes to edit a record created by his/her self, click on the row, change the information, then click Save.
    • Note: Can only be edited by the user who created the record.
  11. If security allows, the user wishes to delete a record, there is a red Delete cell on the far right. It can only be deleted by the user who created the record.
  12. Print allows the user to print the contact records for the student.
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