How to Add Contacts? (Maximise)

How to Add Contacts? (Maximise)

Overview

We're excited to introduce a new feature called Contacts and Waitlists to our Student Management System. This feature is designed to streamline the process of managing individuals who are not yet enrolled as students but have shown interest in joining specific groups that are not currently open for enrolment.

Note: This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support@eskilled.com.au.

Key Features:

  1. Distinct from Company Contacts: It's important to note that Contacts are separate from Company Contacts. Contacts are specifically for individuals who may become future students or are interested in joining groups.
  2. Recording Interest: Contacts allow you to record individuals who have expressed interest in enrolling to Programs that are not currently open for enrolment.
  3. Waitlist Management: For groups that are not open for enrolment but allow a "Waitlist," Contacts provide a way to manage those who are waiting to join

How to Add Contacts?

Step Tutorial
  1. Login to your SMS and go to the Contacts Page then click the Add button


  2. This will open a Details tab with fields similar to the Students' fields. Fill these up then click the Save button once done.


Important
  1. Users can add, edit and delete Contacts in the Contacts page similar to Students page.
  2. Details tab has a similar layout to that of the Students page with General Information and Additional Information section. Additionally, Custom fields can be added to the Details tab.
  3. For Enterprise/non-RTOs, AVETMISS Fields will be displayed under the AVETMISS section for Contacts. This section appears after the General Information section.




  4. After adding a Contact, a tab called "Waitlist" is shown beside the Details tab for each Contact. This section displays all Student Groups where the contact is on the waitlist.





Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au

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