The Family Quickview is an easy concise way of viewing information about a family on a single (tabless) window. To access this window select FAMILIES on the main menu and choose FAMILY QUICKVIEW from the dropdown menu. You can also click on the lightning bolt icon on the top tool bar.
The Family Quickview allows you to select and view a family by either selecting the name of one of the students in the family, or by choosing the primary guardian of that family. Regardless of which name you select, the Family Quickview will display the information for the selected family.
To select a name, click on the down arrow and scroll for the name you want, or simply begin typing in the last name of the student or primary guardian you are trying to locate. Once a name is selected, the Family Quickview will display all relevant information about that family.
The address and telephone contact numbers of the primary guardian are displayed.
The Primary Guardian's current balance is displayed. This is the amount due for all charges for all students associated with this primary guardian (a family balance).
Click on the Receive Payment Button to display the AR Payment Window.
To learn more about using this payment window and receiving payments, go to the section titled Posting a Payment in the USING ACCOUNTS RECEIVABLE chapter.
The Family Group Identifier is displayed. Family Groups are discussed in more detail in Setting Up Family Functions - Family Groups.
This grid lists all of the ACTIVE students in this family. If you would like to see ALL students associated with this family (includes disenrolled and waiting list students), then click on the SHOW ALL button.
This area will be blank unless you first click on a student name above (Students in Family). Since siblings can have different guardians and emergency contacts, it is important to first select the student, and then view the guardian relationships and reach numbers.
Another use of the Family Quickview, is as a jumping off point to other windows. You can select one of the buttons on the right hand side to move to the desired window for more details on the family.
From within the 'Students in Family' section, click on a student name, and then click on VIEW STUDENT FOLDERS. The selected student's folder information will be displayed. Details on this window can be found in the section titled Student Folders
Click on the GO TO WAITING LIST Button to display your waiting list. Details on this window can be found in the section titled Enrollment Waiting Lists
From within the 'Guardian Relationships to Selected Student' section, click on a guardian name, and then click on VIEW GUARDIAN FOLDERS. The selected guardian's folder information will be displayed. Details on this window can be found in the section titled Guardian Folders
Click on the VIEW CLASSROOM FOLDERS button to display your Classroom/Location Folders. Details on this window can be found in the section titled Defining Classrooms and Locations
Click on the Family Setup Wizard Button to enter guardian information. Details on this window can be found in the section titled Family Setup Wizard.