Support Center

Classes

Last Updated: Jun 21, 2017 04:05PM CDT
The Class object is used to record a group or a grade within a School.

To create a Class, first navigate to the School App and then click on the Classes Tab.

Click New.

Enter the Class Name. We suggest using a fixed naming convention for all the Classes. This will help you manage your records and facilitate reporting. 
Enter the Start Date and End Date for that school year, and (optionally) an Outreach you wish to associate the Class to. You can also enter a Teacher and Description.

Click Save.

Classes Home Page

Once the Class record is created, you can use the Related Lists to create Meetings and enter Enrollments. You can use the Notes & Attachments area to attach files related to this Class.

The following buttons bring further functionality to the Class record:



Send an email: With this button, you can send a quick email to various Contacts related to the Class, such as the Enrolled Contacts or the Contact 1/Contact 2 on their Household. Selecting Caretaker will include Contacts that have a Relationship with an enrolled Contact, on which they are marked as a Caretaker and that they should receive class emails.

Add to Outreach: Use this button to add the enrolled Contact to an Outreach. 

Deep Clone: This button allows you to clone the Class record along with it's related Enrollments or Meetings. For example, at the end of the school year, you may wish to move all the students from the 4th grade class to the 5th grade. Using the Deep Clone button, you can create a new Class record and clone the Enrollments in one step.**



*The Teacher field is a lookup field to Contact records. The teacher must already be a Contact. If the teacher is not already a Contact, you will first need to create (a Household and) a Contact record for them.
**The Teacher field on the Deep Clone page uses a Lightning lookup field. As you type the name of the teacher, a filtered list of Contacts will display.

 

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