Relationships for contacts

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3 comments

  • Official comment
    Madi

    Hi Andrew,

    Thank you for your feedback!

    I'm pleased to announce that this will be addressed in our next release, occurring tomorrow night. 

    An additional section for Parent/Guardian has been introduced within the contact profile page. This can be prefilled by searching for and selecting an existing contact or entered manually to create a contact. This addition also means a Parent/Guardian field can be included within Agreements, templates and Contact Details - Warehoused report.

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  • Andrew Field

    We are new to Axcelerate and this is becoming more of an issue on our end! We often need to send correspondence/templates to Students, a Parent & a VET-cordinator all at once. The current option of an alternate email is extremely limiting.

    This is affecting our workflow as our previous VET software was able to email through to multiple contacts and we are now at a loss on making this happen.

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  • Andrew Field

    Hi Madi - 

    Thanks for the feedback! We were hoping to avoid adding a brand new contact through this process, but we're giving it a try. At the moment we cannot see a way to add the parent when sending an email template through a profile or class - could you please let us know if we need to enable anything to see this?

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