Add Account Notes to a Pupil

Import Account notes

For information on importing pupil data, see Add / Import Pupils

Open

Add Account Notes Manually

1. Click on the Configuration tab

2. Select Account configuration.

3. Select Pupils

4. Select the required Pupil

5. Select the Contacts/Notes tab and type the notes in the Account notes area

6. 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. 

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