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FAQ
School CRM
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.
See also
Contact Address
Contact
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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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
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User