How Notes Work

Overview

Keywords are labels assign for identification and filtering purposes. Keywords can be attached to a single family, student, and class as needed and will contain notes with more details. Keywords can also be mass assigned/removed for projects.

Assign/Unassign Single Account

Find the Keyword tab to select or remove keywords

Mass Assign/Unassign Keywords

• Select Families/Students/Classes that you would like to assign or remove keywords from.
• Using the bottom toolbar select Keywords
• Select the Keyword from the drop down. Click Assign or Unassign.
  

The Hubbard Way

Family

Delicate Family Situation
Do Not Re-Enroll
Employee
Financial Trade
VIP to the Hubbard Family

Student

AZ Friends of Foster Child
Delicate Family Situation
Do Not Re-Enroll
Employee
ESA
Financial -Trade
Financial - Trade Sunrays
Makeup - B2B Approved
Special Needs - No Makeup
Special Needs - Makeup Approved w/no restrictions

Class

Class Management Block - See Notes
Group SN Block - See Notes
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