Alumni Wizard - Creating Student Household
The Alumni Wizard uses a combination of already existing data along with user input to determine what to populate the Alum Student Households with. 

Note: Following fields are copied from the original parent household: 
    -    Physical Address Fields: Address Line 1, Address Line 2, Address Line 3, State, City, County, and Country.
    -    Student Fields: Gender, First Name, Last Name, Preferred Name, Middle Name, Suffix, Birthdate, Phone1, and Email1.

To configure the rest of the fields:
  1.     Biographical fields: 
            a.    In the first column, select the merge field.
            b.    The system places the selected merge field in the corresponding biographical field in the second column

  2.     Education fields - specify the desired values. Note: select School Info to copy to allow the system to copy the selected school info into the graduation fields. Note: School Type determines whether to populate elementary, middle, or high education sections of the new household.

 

See also
Alumni Wizard    School Info    Gender    User    DAT   

Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
    School Name *
    Relation to School *
    select
    Last Name *
    Your First Name *
    Your Email *
    Your Phone # *
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