Schools Overview

In this article, you will be shown the features that help you understand where the education card in a person's panel is stored. Schools view allows you to import schools manually, apply Tags, and find people records by selected Schools.

Add School

Users can add a School without an import. Clicking the Menu option then, "+ Add School". The School name is a required field and adding a Description or Tag is optional.

School Tags

First, click the select box for the desired School record you want to add your Tag(s) to. Then, click the "Add Tag" dropdown to search or scroll for the preferred Tag(s).

Filter by Tag

Merge

Select two schools and click "merge" to merge two school records into one. 
Please Note: Merging a School record can not be undone.

Find People

Users will be able to  Find People by selecting each school record you want to search, or by clicking the “select all” button. You will then be navigated to the people view filtered by the selected School.

Sort

Users can sort by the school's Date Created, Date Updated, or Name in ascending or descending alphabetical order (notice the arrow pointing up then down).