MIS: How do I set a primary contact?

Overview

This article explains how to set a contact as the Primary Contact by rearranging the order of contacts in a pupil's record when multiple contacts exist. The Primary Contact is the first listed under the Contacts tab. Primary contacts are used for example, for targeted communication and appear as a Quick Select option.

Instructions

Within MIS, follow these steps to set a primary contact by rearranging the order of contacts in a pupil's record when multiple contacts exist for that pupil:

  1. Select Pupils.
  2. Select All Pupils.
  3. Find the pupil whose contact details you want to edit (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:
  6. Select Reorder:

  7. Select the up and down arrows beside the contact(s) to reorder the list:

    The order of the contacts in the list represents their contact order. The first contact in the list is the Primary Contact. 

  8. Select Save.

Outcome

A message confirming the changes have been made is displayed and the sort order is updated based on the changes made:

 

Updated