Classter Knowledge Base

Default CRM Category

App Settings › CRM Settings › Student's - Parent's Meetings · Updated 2025-05-28

This setting picks the CRM Category that is pre-selected whenever a new Remark or Action is created from a Student (Pupil)/Parent meeting. Instead of the person creating the remark having to pick a category every time, the value configured here is filled in automatically, and can still be changed before saving if a different category applies to that particular meeting.

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