How to View the Parent / Student Relationships

On the Contacts tab, there is a smaller tab in the rightmost position labeled Parents - Students map.  It allows you to view, create, and change the set of students that each parent has.

  1. Select the Contacts tab, and then select a contact by searching on the left-hand side.
  2. After a contact has been selected on the left, select the Parent - Students map.

If you select a student (the contact has a StudentID), under the Parent List you will only see the names of any parents associated with the student. 

If you select a parent (the contact has a ParentID), under the Student List you only will see the names of any students associated with the parent. 

You can select either a parent or a student from one of the two lists and remove them from the parent or student list by clicking on the small red x to the left of their name.


Adding a Parent / Student to the Parent-Student Lists

To add a parent click the green Add button under the Parents List section. The Select Person dialog box will appear with a list of contacts who are without the StudentID value. Select the parent and then click the Add button and the contact will be added to the parent list. 


To add a student click the green Add button under the Student List section. The Select Person dialog box will appear with a list of contacts who have the StudentID value. Select the student and then click the Add button and the contact will be added to the student list.