MIS: How do I quickly edit / update a contact's details from a pupil record?

Overview

This article explains how to quickly make changes to a contact's details from a pupil record. When you create a contact within a pupil record, you enter basic contact details. After the contact has been created, you can further populate these details based on your needs. 

To update a contact's details from All Contacts, see MIS: How do I edit / update a contact's details?

Instructions

Follow these steps to edit / update a contact's details through a pupil record:

  1. Select Pupils.
  2. Select All Pupils.
  3. Find the pupil you want to add a contact to (use the search bar or filters to speed up this process as appropriate):
  4. Select the pupil's name to open their record:
  5. From the pupil's record, select the Contacts tab:
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  6. From the Contacts tab, select the contact whose details you want to edit:
  7. Select the ellipsis next to the contact whose details you want to change:
  8. Select Edit from the menu:

    If you would prefer to view the whole contact record and edit through that view, select Edit Full Contact (see MIS: How do I edit / update a contact's details? for further information)

  9. Edit the contact's details, making any changes as needed, including the relationship (using the drop-down list), parental responsibility, emergency contact details or whether the person has a court order recorded against them:

  10. Select Save

Outcome

The changes are made to the contact, and you are returned to the Contacts page:

Related information

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