Parent Contacts

Owned by Theresa Klunk (Deactivated)
Last updated: Jul 12, 2021
2 min read

Parent Contacts are the people who will be sent Slips, and who will respond on behalf of their children. A Student can have one or more Parent Contacts allocated, and there is no limit on the number of Contacts you can have in EdSmart.  Parent Contact data should only be loaded into EdSmart if the contact is authorised to receive communications regarding a Student and respond on their behalf. 

Viewing Parent Contact Details

Click the Contacts option in the main menu on the left of the page to view the Parent Contacts. You can change the Sort Order by clicking the Sort By Name button, or search for a particular Contact by entering keywords in the search box and clicking the search button.

Click the button at the end of each row to view the detail of a Contact.

When you view the detail of a Contact you will also see the names of the Students assigned to the Contact.




Note

It is best practice for Contacts to have their own email address and not share with a spouse.  This enables features such as Contact Attributes and Parent Initiated Forms to be associated with the correct Parent Contact.  It is also best practice for parents who are also Staff Users to have separate email addresses for their Staff Users and Parent Contact records. 


Managing Contacts via sync

If you have a sync set up from your school's Student Management System, you should manage data from there instead, and the changes will reflect in EdSmart after the next sync.  See Synching your school's data with EdSmart for more details.

Managing Contacts manually

If you are not able to sync Contacts from your school's data, you can create and edit Contact details manually.  Note that If you sync your school's student data in the future it may be overwritten.

Click the blue Edit Contact button to update the details of a Parent Contact. A Contact must have a valid email address in order to receive Slips from EdSmart. If you have Two Factor Authentication enabled, or SMS notifications enabled, then there must also be a valid mobile phone number present. A User can select between Email and/or SMS as preferred means notification to a parent by ticking the options 'Send Email Notifications' and 'Send SMS Notifications'. 

Importing Contacts in bulk via CSV

You can also upload Contacts in bulk via CSV.  See this article for more details.