Managing student details

The Address Book includes contact detail fields for storing a contact's home address. However, there are optional Student details fields so that you can keep track of a student's University/College accommodation address and course details, as well as the home address where they return during the holidays.

How to enable the student details fields

Head into the Address Book module's settings via the cogwheel icon in the top right-hand corner of the module.

On the Module Options tab, scroll down to the optional Fields section and enable the Student Details fields - click Edit to make changes.

Adding student details

Having enabled the Student Details fields in the Address Book module's settings, these fields are now shown on a contact's profile when adding or editing. The contact's standard address fields can be used to optionally maintain the home address the student returns to during holiday times and the Student Details fields can be used for their term time accommodation address, such as a hall of residence or student lodging address. You can also record details of the student's University or College, their Course, and their course Start Year and End Year.

After editing a student's profile page, click Save before navigating away from the page. Student Details now show on the student's Address Book profile page on the Details tab.

Student details smart tag conditions

We've provided Smart Tags conditions that match based on Student Details fields. The Has Student Details? condition looks at the presence of information in any of the student fields - the condition does not determine whether the person is a current or past student, however, by using the course Start Year and End Year conditions you can identify students studying within a range of years. Here are examples of each of the student conditions available.

Student reporting

The main Contacts page of the Address Book allows you to see the university, course and years columns in the results table by selecting the Student Details preset.

Using the Advanced Search filter will allow you to filter by University, Course and the Start and End Years.