Better "student record" file - more like CRM

94 votes

Better formatting for student record page. This page has lots of useful information, but it's hard to read. I'd like the option to remove "unused fields". Not everybody needs "Birthday" or "grade". I'd also make the "headers" (contact details, student details, Notes etc..) as a drop down list, so you can choose which part of the student record you'd like to see. Basically, the student record files should become more like a CRM :-)

Under consideration Suggested by: Moderator (02 Oct, '19) • Upvoted: yesterday • Comments: 3

Comments: 3

22 Jul, '21
Jaun-Paul Gulliver
Student and family pages are the most visited pages in our organisation. Being able to sort the data and have it arranged in a useful way would make the pages easier to use.

Currently we need to quickly scroll and scan looking for certain data when on the phone. We find we are constantly scrolling through the page to find a few key fields.

I think most of us would want to see similar data on these pages. Or you could offer a few template option as well.
15 Mar, '22
Sarah
It would be great to remove "unused fields". Grade and school do not apply to our clients. It has been the one thing holding me back from using teachworks 100%.
23 Jan, '23
Yolanda
Agreed.. we should be able to tailor the forms to meet our personal organization's needs. We can't use TW 100% bc of the lack of CRM functionality. We are really wanting to use 1 system altogether!
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