How Contacts Work
Contacts are a record extracted from a document, usually a student. Contacts are created automatically when a process rule on a process step has the correct configuration. A contact is created either when a student’s details are finalised, access to a learning management system is required or the individual’s details need to be updated eg when new information is provided. Contact details are only created / updated when the Process Rule is executed that has the ‘create contact’ settings specified see the following process rule and notes: If a Process rule updates the document and there are no ‘Create contact’ settings on the process rule then there is no update of contact information
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