Salesforce

Messenger: Send to Other Parental Contacts as Backup

« Go Back
Article Details
Instructions to automatically send to other Parental Contacts when the Primary Parental Contact is missing for a student.
Information

Scope

Steps to switch on backup option for non-primary Parental Contacts.

Instructions

  1. Go to Tools > Account Settings or click on the school name in the main menu.

  2. In Contacts, tick If no primary contact, choose next available.

  3. Click Submit.

  4. Now if a parent does not have a Primary Parental Contact in Messenger, it will use the next available Parental Contact instead.

    • When this option is not ticked:

    • When this option is ticked:

Properties
Messenger: Send to Other Parental Contacts as Backup
Messenger-Send-to-Other-Parental-Contacts-as-Backup
28/02/2024 18:25
02/03/2024 04:20

Powered by