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Contact Management – Admin

Create New ContactEdit Contact DetailsCreate Seasonal Address For A ContactMy MajorMy Pathway - EnrollMy Pathway - Session SelectMy Sessions

Create A New Contact

 

1. Click the Contacts tab from the Navigation Bar or App Launcher.

2. Click the New button.

3. Fill in the contacts details.

  • Note: Check the Faculty checkbox if contact is a faculty member.
  • Note: Fill in a Community User Name (Prefix) for the contact.

 4. When complete, click Save.

 

 

 

Edit a contact’s details

 

1. Click the Contacts tab from the Navigation Bar or App Launcher.

2. Type in the contact’s name in the search box.

3. Click the contact’s name from the Name list.

4. Click the Edit button.

5. Fill in or update the contact’s details.

6. When complete, click Save.

 

 

 

Create A Seasonal Address For A Contact

 

1. Click the Contacts tab from the Navigation Bar or App Launcher.

2. Type in the contact’s name in the search box.

3. Click the contact’s name from the Name list.

4. Click the Addresses tab.

5. Click the New button.

6. Fill in the contact’s seasonal address details.

  • Note: Check the Default Address checkbox to make this address the default address for the contact.

7. Enter the start and end dates for when the seasonal address is to be used.

8. When complete, click Save.

 

 

 

My Major – Select Major or Minor

 

My Pathway – Enroll

 

 

 

My Pathway – Session Select

 

 

 

My Sessions

 

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