Adding Schools to Individuals

It is possible to categorize & pull reports of students based on what school they attend. To add schools for individuals, follow these steps:

  1. Go to Admin > People Setup Schools
  2. Select best fitting School Type
  3. Type School Name
  4. Click Add new school
  5. In top right of portal, search for individual's name in People search box
  6. Select Individual
  7. On right hand side in bar labeled (Individual)'s Information, select Edit
  8. Click More Fields
  9. Select the individual's school in drop-down box labeled School

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