If you find a record in Student Database (SDB) and think they should instead be a Contact, for example because they're a teacher or parent, you can use the tools on the record to copy their details over to a Contact Manager (CTM) occurrence of your choice.
This is a useful way of ensuring that your data stays sanitary, and everyone you might wish to contact with outreach programmes are in the correct place to send comms to.
How to:
In Student Database, on the Student's record card, click the triple dot menu > Copy to Contacts.
Select the Contact Manager occurrence.
Either click 'Copy and close' to stay in SDB, or click 'Copy and view' to jump to the new contact record in CTM.
FAQs
Q. Which fields are copied across?
A. A student record is similar to a contact record but not identical, so these 20 fields are copied into CTM:
Title, First Name, Middle Name, Last Name, Known as, Gender, Date of Birth, Address 1, Address 2, Address 3, Town, Postcode, Country ISO 2, Nationality, Email Address, Mobile Number, Opt in Email, Opt in Phone, Opt in Postal, Opt in SMS
Q. Does this delete the original student record in SDB afterward?
A. No, but each student will have a log entry of "copied to Contact Manager".
Q. Can I copy lots at once?
A. No. Until the Bulk Actions feature becomes available in SDB, you'll need to use the Rolodex to move between Students.