Overview

This article explains how to edit, delete or add additional relationships between a contact and one or more pupils. You can do this from either All Contacts or through an individual pupil's record.

Instructions

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

1. Locate the contact whose relationships you want to manage:
   1. See MIS: How do I view a pupil's contacts? to manage contact details through a pupil record.
   2. See MIS: How do I view a list of all contacts? to manage contact details from All Contacts.
2. After loading the contact's details, select the Relationship tab:
   
3. From the Relationship tab, select Edit.
4. Any existing relationships will be listed. You can edit, delete, or add relationships from the page:
   
   1. To edit a relationship, modify the specification relationship from the list (if there are more than one, for example, when a contact may be the parent of multiple pupils).
   2. To delete a relationship, select Delete. The relationship will be deleted.
   3. To add a new relationship, select Add and then complete the relationship details.

5. Select Save. 

   If you have deleted a contact in error, select Cancel - your changes won't be saved.

Outcome

After you have selected Save, a message is displayed indicating that the contact's record has been updated with the changes that you have made. The changes are saved:

Select Back to return to the previous window.

Where Court Order Preventing Communication is checked in the Relationship Type, when using Comms Hub to communicate with parents, users will be prevented from selecting the contact.

Related information

• MIS: How do I view a pupil's contacts?
• MIS: How do I view a list of all contacts?

Updated 02 October 2025 14:24