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[N] Search Students

The ability to swiftly find student profiles is vital for efficient administration and management of student information. Whether you're updating records, communicating with students, or just viewing their profiles, knowing how to use the search functions can greatly streamline these processes.

Through the Quick Search

Permissions Required
  • Students > View Students

To quickly search for and access a student's profile, you can use the search bar in the page header. You can search by entering any of the following:

  • Student First Name, Middle Name, Last Name

  • Student Number

  • Student Email

  • Student Mobile Number (including symbols like '+', '-')

Tip

Users can use a comma to perform a combined search. For example, "Ryan, Peter.", This will result all students related to "Ryan" and all students related to "Peter." at the same time.

Through the Students Search View

Permissions Required
  • Students > View Students

If you're uncertain about the student's basic details or if you're looking for multiple students or advanced filtering, you can use Students Search View.

Tip

Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views

  1. From the Main menu, go to Students.

  2. Use the filters to find the student(s) you are looking for.

    • For quick search for students, you can use any of the following in the Search Box:

      • Student First Name, Middle Name, Last Name

      • Student Number

      • Student Email

      • Student Mobile Number (including symbols like '+', '-')

    • If you need more filters, you can use the Column and/or Advanced Filters on the grid.

Tip

Users can use a comma to perform a combined search. For example, "Ryan, Peter.", This will result all students related to "Ryan" and all students related to "Peter." at the same time.

  1. If you want to access a student’s profile, just click on the student that you’d like to view.
    You can customize the grid to access the data more efficiently.

Actions on the Students Search View

Permission Required:
  • Students > View Students

  • Check with your system administrator about the permission required for more actions

From the Student Search View, you can take quick actions on one or multiple students using the grid actions. The available actions may vary depending on whether you select a single student or multiple students and on your permissions. Some of these actions include, but are not limited to:

  • Send an Email (single and bulk)

  • Send an SMS (single and bulk)

  • Merge a document (single and bulk)

  • View and Edit a student (single)

  • See the offers for a student (single)

  • Create a new offer for a student (single)

[Selecting single student]

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