Setting up custom contact groups

Use the Custom Group Manager tab in the Pupil Manager module to set up and manage groups of student contacts. Use the groups you create to search for student records and contact parents directly for an event or committee meeting.

  1. Open the Pupil Manager module and select the Custom Group Manager tab.

  2. Select the Custom Contact Groups tab:

    All custom contact groups are listed in the group tree on the left of the Custom Contact Groups screen.

  3. Expand the tree to view the student contacts linked to each group. A number of functions are available in the Custom Contact Groups screen. Some functions are only available once you have selected a custom contact group to work with:

    Function Click to...

    Create a New Group
    or
    Create a New Group

    Create a custom contact group.

    Edit this Group

    Edit the name and description of a custom contact group.

    Delete this Group

    Remove a custom contact group you no longer require.

    Refresh List

    Update the information listed.

    Remove User From Group

    Remove a selected contact from a custom contact group.

    Drag and drop groups and contacts to move them around the group tree if you prefer. This saves time.