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Contacts
Conch edited this page Dec 3, 2023
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1 revision
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.
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 |