I accidentally added students in the student file. How do I add and attach those students to the Parent Accounts?

I accidentally added students in the student file. How do I add and attach those students to the Parent Accounts?


1. Click "Students"

2. Click "Student Wizard (T)"

3. Click "Find Student"

4. Search Student Name

5. Select & Click "Ok"

6. Click "Address" tab to Verify Address has been Added

Address had Not been Added

7. Click "New Address"

8. Enter Address Information

9. Click "Save Address"

10. Click the "A/R Account" Toggle

11. Click "New Account"

12. Enter Parent Account Information

13. Click "Save Changes"

14. Click "Add To Family" & Click "Ok"

15. Select the Relationship to Student

16. Click "Save"

17. Click the "Family" Toggle

18. Select Relationship to Student & Verify Permissions

19. Click the Name tab and enter Student Contact Information

20. Click "Save Changes"

21. Once the AR & Family file have been added, All Student Contacts are Visible




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