Skip to main content
Skip table of contents

Manage Contacts

Add Contacts

Using the Create Contacts page, you can quickly and easily add new contacts.

  1. To add a new contact:
    1. On the start page, choose New Contact Entry under People in the main menu. 
  2. To associate a new contact to a student:
    1. On the start page, search for and select a student.
    2. Under Information, choose Contacts from the student pages menu.
    3.  On the Contacts page, click Add
    4. Click New Contact.
    The Create Contact page appears.
  3. Use the following table to enter information in the Demographics section:

    Field

    Description

    Prefix

    Choose the contact's name prefix from the pop-up menu.

    First Name

    Enter the contact's first name.

    Middle Name

    Enter the contact's middle name.

    Last Name

    Enter the contact's last name.

    Suffix

    Choose the contact's name suffix from the pop-up menu.

    Gender

    Choose the contact's gender from the pop-up menu.

    Employer

    Enter the contact's employer.

    Exclude This Contact from State Reporting

    Select the checkbox to exclude this contact from state reporting.

    Note: The checkbox only appears if enabled by PowerSchool Compliance.

    Active

    A contact is active by default. Deselect the checkbox if the contact is inactive. Inactive contacts do not show in search results by default.

  4. Enter Web Account Access information, as needed.
  5. Enter Student Association information, as needed.
  6. Enter Phone Number information, as needed.
  7. Enter Email Address information, as needed.
  8. Enter Address information, as needed.
  9. Click Submit. A confirmation message appears and the contact is assigned a Contact ID, which will appear at the bottom of the Contact Details page.

Edit Contacts

Use this procedure to edit information associated to a contact.

Note: If the contact has web account access, an email notification is sent to the contact's account email address if the contact's first name, last name, username, password or account email address is changed.

Note: The Username field appears as read-only if Unified Classroom is enabled. For more information, see Unified Classroom Setup.

  1. On the start page, search for and select a contact
  2. Enter or edit information, as needed:
  3. Click Submit

Edit Multiple Contacts

Use this procedure to edit the information associated with multiple contacts.

  1. On the start page, do one of the following:
    • Click the Contacts tab.
    • Choose Contact Search under People in the main menu.
  2. Search for contacts you want to edit. A list of contacts appear.
  3. Click Select By Hand. Checkboxes appear next to each contact.
  4. Do one of the following:
    • Select the checkbox in the header row to select all contacts.
    • Select the checkbox next to each contact you want to edit.
  5. Click Select Function.
  6. Click Edit Contacts. The Edit Contacts page appears.
  7. Choose one of the following from the Choose Column pop-up menu:
    • Contact Status
    • Access Account Status
  8. Choose one of the following from the Value to Set pop-up menu: 
    • Active
    • Inactive
     Note: The Current Value and the Pending Value columns. Only records with a current value will be updated.
  9. Click OK to proceed. A confirmation message appears.

Delete Contacts

Deleting a contact will permanently delete the contact, along with all of their associated historical and current data, and their web access account (if present). In most cases it is preferable to disable a contact record.

Note: When working at the school level, only student associations for the selected school are deletable.

  1. On the start page, search for and select a contact. The Contact Details page appears.
  2. Click Delete.
  3. Click Confirm Delete.
  4. Click OK. A confirmation message appears.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.