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Contacts

Conch edited this page Dec 3, 2023 · 1 revision

Contacts

Contacts are one of the main components of SimpleCTE. Contacts allow users to manage all known information about a student, teacher, organization contact, or other person.

Contacts have a variety of fields, which can all be edited through the Contact View screen. The Contact View screen can be accessed by double-clicking a contact in the search screen, or by selecting the View option in the alt-click menu of a contact. Contacts can also be viewed via the aforementioned methods in any other table that lists a Contact.

View the examples section for some examples of how to use Contacts in a SimpleCTE database.

Contact Fields

Field Description Location
First Name The first name of the contact. First Name field, action bar
Last Name The last name of the contact. Last Name field, action bar
Status The status of the contact. Status field, action bar
Primary Phone The primary phone number of the contact. Alt-clicking this can reveal a list of all available phone numbers. Primary Phone field, action bar
Address The address of the contact. Alt-clicking this can reveal a list of all available addresses. Primary Address field, action bar
Contact Info A table that lists all known contact information for the contact. Alt-clicking in the table allows editing, creating, and deleting contact information. Contact Info table
Organizations A table of all organizations associated with the contact. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Organization. Linking and unlinking organizations can also be done through the table's alt-click menu. Organizations table
Associated Resources A table of all available resources associated with the contact. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Resource. Associated Resources table
Custom Fields A table of all available custom fields for the contact. Alt-clicking in the table allows editing, creating, and deleting custom fields Custom Fields table
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