Student Management Software for New Zealand Tertiary Education Providers

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Take2 ™ Student Management Software

A student management system designed for the New Zealand tertiary educator

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Tip-Sheets

General | SDR Processes | NSI Processes | ERS Process | NZQA Process
Access Edition Specific | SQL Edition Specific | Prospects | Archiving

These are short, step-by-step how guides, each covering a particular subject. We will be continually adding new tip sheets on an ongoing basis. If there are any topics you would like to see in a tip sheet, or have any ideas for improving our existing tip sheets, please email your suggestions to our helpdesk.

TIP-SHEET DESCRIPTION DOWNLOAD/VIEW
Adding Prospects, Contacts & Transactions How to add Prospects, Contacts and Transactions Tip Sheet 45
Setting Contact and Transaction Lookup Values How to set Contact and Transaction Lookup values Tip Sheet 46
Prospect Communication - Emailing How to simplify communicating with multiple prospects Tip Sheet 47
Reporting on Prospects How to report on Prospects Tip Sheet 48
Prospect Communication - Standard Letters How to create standard letters (Prospect Communication) Tip Sheet 49

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