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Add Account Notes to a Pupil

Add Account Notes to a Pupil

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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.




image-20240305-185100.png

 

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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