Add Account Notes to a Pupil
- Technical Author
- Technical Writer
- SCOPAY
Important Information
The Account notes display on:
the Trip payments window for each trip
the Trip organiser's report
the Kitchen report
the Dinners window
the Extended day Clubs window
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.
Add Account Notes to a Pupil
Import Account notes
For information on importing pupil data, see Add / Import Pupils
Please Note
Only 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.
Add Account Notes Manually
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.
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