TABLE OF CONTENTS


Relations

In relations you find four tabs: Contacts, Organizations, Teachers and possibly Duplicate Users. Most of the contacts will have their own account so they can login into Eduframe (student/customer portal) themselves. Without an account contacts can't login in the student/business portal.



There is also a possibility to create a contact without a login. When creating the contact you should uncheck the checkbox of "Email login to contact" (this can not be unchecked when importing contacts with a .csv file). That means no account will be created for the contact and therefore won't be able to login into Eduframe. This also means all email tags with {{Account: ...}} in it won't work for this contact. 



Contacts 

How to filter in contacts?

In contacts there are multiple ways to filter in contacts.

  • Labels: If you created labels connected to contacts, you can filter on these in the contact page.
    *Find here the article about creating labels. 
  • Enrollments/orders: You can also filter on contact if they have enrollments and/or orders. 
  • Search: There is also the possibility to search for specific contacts by typing part of their names (first and last name), or by typing the answer of a custom field. 


How to create new contacts? 

There are multiple ways to create new contacts in Eduframe. Contacts can be created one by one or by importing multiple contacts at once by using a CSV file.


  1. Manually creating a new contact in the administrator portal
  2. Batch importing multiple contacts using CSV import
  3. Registering a new contact on the signup, which can be an order contact or student and can be done by the contact or student him- or herself


Click here for more information on how to create new contacts/organisations


How to export contacts? 

In the contacts tab you will find the button Export. This directly creates a xlsx. file (Excel file). 



Organizations


Organizations can have multiple contacts and a contact can be linked to multiple organizations. You can also choose one or multiple key contacts within an organization who will be able to see all information of all contacts within that specific organization by having access to the business portal.


In the organization tab you can see the names of the organizations and the number of users connected to this organization. Next to that you will also see the key contact user connected to this organization.


How to filter in organisations?

In contacts there are multiple ways to filter in contacts.

  • Labels: If you created labels connected to organizations, you can filter on these in the organization page.
    *Find here the article about creating labels. 
  • Orders: You can also filter on organization if they have orders. 
  • Search: There is also the possibility to search for the name of the organization


How to create new organisations?

There are multiple ways to create new organisations in Eduframe. Organisations can be created one by one or by importing multiple organisations at once by using a CSV file.


  1. Manually creating a new organisation in the administrator portal
  2. Batch importing multiple organisations using CSV import
  3. Creating an organisation order through signup 


Click here for more information on how to create new contacts/organisations


How to export organisations?

In the organizations tab you will find the button Export. This directly creates a xlsx. file (Excel file). 



Teachers

Next to students/participants, you also have teachers in Eduframe. They are connected to a course or meeting in Eduframe, but not as a participant. A teacher is in fact a normal contact but then with the checkbox teacher checked.


As an admin you can create multiple teacher roles in Eduframe. If you want to know more about this, click here. 



Duplicate users

If there are contact with the same email address or duplicate indicator, they will appear within the tab duplicate users. 


On custom field level (if it's a text field), you can check the checkbox 'Use as duplicate indicator' for a specific custom field.



More information


Click here for other Articles around the Settings page in Eduframe



Click here if you have any questions for support.