How to manage 'split contacts' using the 'Preferred' contact status
Sometimes there are cases whereby users may wish to send messages to 'Preferred' contacts as opposed to just 'Primary or Responsible' contacts. This can be particularly useful if parents have separated.
In Messaging > Confirm Recipients locate the Preferred option.
This will pick up any contact with a Mobile Number, Allow Text and Preferred ticked in their parent record.
The other options are:
- All - ALL contacts with a Mobile Number and Allow Text ticked.
- Primary - Top Priority contact with a Mobile Number and Allow Text ticked.
- Responsible - ALL contacts with a Mobile Number, Parental Responsibility, and Allow Text ticked.
- None - un-ticks all contacts allowing you to make your own selection.
As a default, the Priority 1/Primary
contacts are automatically ticked as Preferred
To manage preferred contacts, navigate to Pupil Record > Family
and tick any other contacts that you wish to be included in a message run by default as Preferred