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You can send communications in Attendance Management, Mark Roll, Account List View and Cohort.
Attendance Management
Select the students first before clicking the Send Comms buttons otherwise, you cannot proceed.
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Mark Roll
Select student first before clicking the Send Communication button found in the Action dropdown button.
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Account List View
Select "Person Accounts" before sending comms. If non-Person Accounts are selected you will see the error message: "The following are not Person Accounts,” listing the non-Person Accounts.
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Cohort
In the Cohort Contact tab, you can communicate with parents, carers, or students by clicking the Send Communication button. Select the students first before clicking the Send Communication button otherwise, you cannot proceed.
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Send Communication
You can communicate with parents, carers, or students by using this button. You have a few options when it comes to sending communications. You have the option of communicating via SMS or Email. Additionally, you have choices about who you communicate with. Options regarding the subject matter of the message are also available.
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From Attendance Management,
The Activity’s Related To is linked to the Day Attendance record.
From Mark Roll,
The Activity’s Related To is linked to the Session.
From the Account list view,
The Activity’s Related To is linked to the Account record.
Merged Fields for Send Comms
PosiEd offers integrated merge fields designed specifically for Email and SMS templates that automatically set in your message when the referenced field is called, making it simple to send messages via SMS or Email.
{{{currentTime}}}
{{{Student.FirstName}}}
{{{Student.FullName}}}
{{{Carer.FirstName}}}
Email Template
In creating an Email Template, just go to the Email Template tab by searching on the App Launcher, and on the Email Template page click New Template.
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After filling in the necessary details, click Save.
SMS Template
To create an SMS Template, go to Comms Template and click New.
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