Important InformationThe Account notes display on:
Add Account notes to the pupils’ accounts, either by importing from your MIS using a field headed Notes in Excel, or enter the data manually via Account configuration. |
For information on importing pupil data, see Add / Import Pupils
Please NoteOnly amended or new data in the MIS account notes will be imported into SCO. If account notes are removed in the MIS system, they will not be removed from SCO upon import - these will need to be manually removed, see below for steps. |
Click on the Configuration tab
Select Account configuration.
Select Pupils
Select the required Pupil
Select the Contacts/Notes tab and type the notes in the Account notes area
Click Done to save
Note that if you add notes manually, these may be overwritten by a subsequent import if different data has been entered in your MIS.