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Categories Student Manager
Created by Guest
Created on May 2, 2024

Future dating for parent addresses

Please can we have clear instructions for how to proceed if a current student's parent notifies us that the family is going to be moving house in a month's time and provides the new address. The existing fields for future address and move in date tend to mislead the user into overwriting the current address. The documentation relating to their use is not clear. As things stand, it looks like all we can do is set an Outlook calendar reminder to change the student's address in iSAMS on the relevant date.

  • Guest
    Reply
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    Dec 11, 2024

    An admin comment has been added to say that we should create a new contact, and switch to it at a later point, but that would cause issues with the link to SchoolPost. It also still requires us to take a specific action at a later point when the move occurs, so from my point of view this is not a better solution than adding the address to the contact notes and setting a calendar reminder.

  • Admin
    Steven Israel
    Reply
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    Dec 11, 2024

    At present a new contact record should be created with the Future address flag and move in date populated. Once the date has passed the address should be switched to the main contact record and the future address contact deleted. This process will change once the Contacts Rewrite project is completed.