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Contact Type
Contact Type
Contact
Types are custom fields which allow schools to label contacts.
Contact
Types are automatically assigned from the highest priority attributes associated with the
Contact
. Note, only active attributes are included in the calculation. If a contact is not associated with any active attributes belonging to a category, the contact will be assigned a type of Unidentified.
Example:
consider a school with the following attributes configuration.
Board Members
- - - Board Member
- - - Board Chair
Parent
- - - Parent
- - - Parent of Alumni
- - - Parent Non Graduate
- - - Prospect Parent
Alumn
- - - Alumn
Faculty/
Staff
- - - Faculty
- - -
Staff
Grandparent
- - - Grandparent
- - - Grandparent of Alumn
- - - Grandparent Non Graduate
Friend
- - - Friend
- - - Society Membership
- - - Solicitor
Business
- - - Business
- - - Foundation
- - - Non-profit
- - - Government Agency
- - - Financial Institution
Consider a family with the following attributes:
Dellerege Family (
Contact Address
) --- Parent
George Dellerege (
Contact
Primary) --- Board Member
Olga Dellerege (
Contact
Secondary) ---
Staff
Because Board Member is the highest priority attribute assigned to this
Contact
, the
Contact
Type is automatically calculated as Board Member.
Note
: individuals within each contact have their own types. These types are calculated based on the highest attributes assigned to each individual and its address.
Example
: in the example above Olga's type is Parent because the address has a Parent attribute which has a higher priority than the
Staff
attribute. George's type is Board Member since this attribute has a higher priority than Parent.
See also
Contact Address
Attribute
Contact
Staff
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
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Your First Name
*
Your Email
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Your Phone #
*
Household
User