Relative Management

To access the relative’s management page, go to:

Management > Students > Relatives Management

Figure 11

In Relative Management, there are three (3) views:

• Grid View
• Relatives from all periods
• Relatives without students

Grid View

To get to the Relatives Management grid view, go to:

Students > Relatives Management > View > Grid View

Figure 12

• You can view Relatives in the Grid view by clicking on the View dropdown list.
• You can use the ‘Search’ field by entering the name of a relative.
• You can Print and Export the list of relatives to Excel, Word or in CSV.
• By clicking on the ‘Action’ button next to each relative you can choose to
  • Edit a relative,
  • Send an internal message,
  • Send an email via Classter,
  • Send an SMS,
  • Send a message using predefined templates.
• You can create a new relative by clicking on the + Create New button.

Preview & Edit

In Relatives Management, you can either click on a relative name or use the Actions Preview & Edit option to get transferred to the edit page (Figure 13).

Figure 13

• Modify the information in the fields you want.
• Click on Save button to Save changes or the Delete button to delete relative.
• If you try to delete a relative connected to a student, the following popup window will appear (Figure 14).

Figure 14

Note: To delete a connected relative, go directly from the Students Card where the connection was originally made.

Relatives from all periods

In this view, you get a list of all the relatives from all academic periods (Figure 15).

Figure 15

• By clicking on the ‘Action’ button next to each relative you can choose to
  • Edit a relative,
  • Send an internal message,
  • Send an email via Classter,
  • Send an SMS,
  • Send a message using predefined templates.

Relatives without Students

In this view, you get a list of all the relatives not connected to students (Figure 15).

Figure 16

• By clicking on the ‘Action’ button next to each relative you can choose to
  • Edit a relative,
  • Send an internal message,
  • Send an email via Classter,
  • Send an SMS,
  • Send a message using predefined templates.