Beschreibung
Purpose: Keep structured records of calls, emails, and meetings with auto follow‑ups.
- Contact ledger with outcomes, attachments, and next‑step dates
- Follow‑up scheduler and overdue flags
- Monthly student summaries (PDF) by class and guardian
- Reusable message snippets (absences, progress, praise)
Data model: Contacts and Templates tables; mail‑merge ready. GDPR/FERPA‑aware fields.
Rezensionen
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