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Scheduling
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Contact Type
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
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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 - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.