Admin: Contact Manager Set Up Notification Flags

Administration > Settings > Trigger Emails

Click on the “Notification Flags” tab

You may “Edit” the default flags that are available
or…..
Click “New Flag”, enter flag description, select color, and “Save Flag Settings”

Fill in the Blank Areas

Click Save Flag Settings

Administration: Set Up Vendors

Administration > Portal Management > Vendors

You can set-up vendors that will be providing services to students, so that staff that have access to Contact Manager for student can enter information related to the Vendor Session with the student(s). Once vendor names are entered, they will be available for selection from a drop down box when entering contact information.

Click Pencil Icon to “Add New Vendor”
Enter all necessary information and click “SAVE”

Click to “Show Staff” and then click “Add New Staff” to add name of staff providing the vendor services

Send Notification to Students/Parent

From Student DashBoard: Click Contact Manager

Be sure to Choose the Drop Down "Area Subject to Focus " & "Contact Method"

Administration: Contact Manager School Policies

Admin > Settings > Policies > Contact Manager – click to show policies

You have the Option to customize the policies 9.10

Contact Manager Upload

Schools now have the ability to do an upload of data into Contact Manager by uploading a CSV file containing contact log information.

The Contact Manager upload tool can be found at Reports > Students > Contact Manager Upload

You will need to create a CSV file with the column headers pictured below.

The Red fields are required for a successful load, while the others are optional.

Once you have the file ready to upload, click on the Choose File button, browse for the file on your computer, select the file, then click the blue Import button.

General Header Notes:
- Student ID: Local ID or Student Number - Legacy/External ID
- Contacted By: Username of the person that is doing the upload and pushing the upload button Example: jdoe
- Contacted For: The staff member for which you are loading contacts. It could be the Homeschool Teacher, Counselor, yourself, etc. Spell out the staff name in the following format: Last Name, First Name. This will tag the Staff Name in the log for the student under “Contacted For”.
- If there is a Duration entered, there is no need to enter Finish Time. Only Start Time is required.
- IF there is NO Duration entered then you would need to have both a Start Time and Finish Time. The Duration will then be populated on load.

Once the import is complete you will receive a Results page indicating the status of the load, indicating successfully loaded records as well as any errors encountered during the load.

Sample Upload: