37466636cabc91314fb79de0e0851526004baee3
Parent-TAGs.md
... | ... | @@ -7,7 +7,9 @@ A parent tag (DD filter field) can currently be used to group families; on the |
7 | 7 | |
8 | 8 | If you go to the parent screen (People-> Parents), the right most column is TAG. When a parent has had the Direct Debit filter field setup the list of TAgs will show in this column. |
9 | 9 | |
10 | -![Parent Screen](/uploads/InvoiceFilter.png "Parent TAG column") |
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10 | +![Parent Screen](/uploads/ParentTAG.png "Parent TAG column") |
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11 | + |
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12 | +![Parent DD TAB](/uploads/DDFilter.png "DD Filter") |
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11 | 13 | |
12 | 14 | You can use the tag on the parent screen to group families for re-enrolment & sending PINs |
13 | 15 | |
... | ... | @@ -22,6 +24,8 @@ Most use it to identify an Active family vs an InActive family. Then if somethin |
22 | 24 | So if a group of families were OnHold, you could run the DD extract and Invoice statements for the Active group so you don't hold up everyone. |
23 | 25 | |
24 | 26 | ![Invoice Extract](/uploads/InvoiceFilter.png "InvoiceDDFilter") |
27 | +![DD extract Screen](/uploads/DirectDebitFilter.png "DD Extract") |
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28 | +![Balance OwingRpt](/uploads/Balowing.png "Bal Owing") |
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25 | 29 | |
26 | 30 | Then you can sort out the OnHold group - get support to investigate etc - and then once solved, you can run Invoices/DD extract for the OnHold group before returning them back to the Active group. |
27 | 31 |