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The heart of Veracross is our single CRM (customer relationship management) that spans all departments.
- Axiom Record Overview
- Detail Screen Overview
- Adding Files to People in Batch
- Attaching Links to Person Records
- Deleting Person Information (GDPR-Related)
- Deduping Categories
- Duplicate Record Management
- Managing Related Records in Axiom
- Merge Duplicate Records
- Person ID Field
- Record Action Menus
- Transaction (Audit) Log
- Going Remote with Veracross: A UNIS Hanoi Case Study
- When I’m merging records, should I merge the Household or Person records first?
- Why is this data integrity check still appearing, even after I cleared it?
- How do I merge adult and child records?
- How can I see a history of changes on a record?
- Why are some integrity checks not being identified during the nightly scripts?
- Are the end dates on Department classification types managed manually or does the system update them automatically?
- If I don't merge records on the duplicate record queries, will they remain there forever?
- What is the best way to deal with organization duplicates that aren't actually duplicates?
- What does the "Inter-Household Donation Soft Credit without Soft Credit Type" integrity check indicate?
- What do the numbers and letters signify in the dupe groups listed in the Duplicate Record queries?
- Where/how can we store Social Security Numbers in Axiom?
- How do I remove a record from the Duplicate list once I see that they are truly not a duplicate?
- How do I keep the system from automatically creating relationship records between individuals?
- What happens during the nightly scripts?
- Is the audit log ever deleted?
- How do I merge records when encountering the “cannot merge person records, protected by surviving_record_fk matching person_pk” error message?
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Person, Household, and Organization Management FAQ (28)
- Adding Custom Genders and Pronouns
- Assigning Child Custody to Guardians
- Create New Household For Person Procedure
- Creating a Person/Household in Axiom
- Custody Statuses
- Deceased Persons
- Generate Missing Relationships
- Number of Children Calculation
- Parent 1-4 Definitions and Logic
- Parent 1, 2, 3, and 4 Fields on Student Records
- Person Reference Numbers
- Person Relationships
- Process for Managing Divorce
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Profile Codes, Person Roles & Person Classifications FAQ (0)
- Adding School Awards to Person Classifications
- All Roles Person Role Field
- Alumni Equivalent Profile Code
- How to Use Person Classifications
- How to Use Profile Codes
- Person Role Definitions
- Profile Codes vs. Person Classifications
- If a person enrolls after the "Start School Year Procedure" has been run, do they automatically get the student role?
- When is the Department Classification automatically assigned to a faculty record?
- What determines how faculty receive email for a given department?
- How do I determine if I can add a new Person Classification?
- Why does the Coach role reset during overnight scripts?
- When adding a profile code, does the system automatically generate a person classification for it?
- How do I add a new faculty type?
- How can I indicate a record has a particular profile code without filtering the results to just records with that profile code?
- What security role(s) allows users to add person classifications to records?
- Can I remove person roles in batch?
- What determines a faculty or staff member’s Primary School Level?
- Can unused person roles be disabled or removed from drop-down menus?
- How/who can add new awards within an award type?
- Can we add custom person roles?
- Data Importer Overview
- How To: Set up Academic Schedules and Rosters Using Import Types
- Admission Candidate Import Type
- AP Invoices Import Type
- Athletic Events Import Type
- Athletic Setup via Importer Types
- Behavior Import Type
- Calendar Events Import Type
- Class Attendance Import Type
- Class Data Import Type
- Class Enrollment Import Type
- Class Permissions Import Type
- Class Schedule Import Type
- Comment Import Type
- Contact Information Import Type
- Continuing Education Import Type
- Course Booklist Import Type
- Course Import Type
- Course Request Import Type
- Department Import Type
- Donation Import Type
- Entity Event Import Type
- Financial Aid Application and Award Amount Import Type
- Financial Aid Application Financial Details Import Type (SSS/TADS)
- ARCHIVED: Gateway to Prep Import Type
- Immunization Import Type
- Locker Import Type
- Master Attendance Import Type
- Numeric Grade Import Type
- Parent/Teacher Conferences Import Type
- Person Citizenship Import Type
- Person Classification Import Type
- Person Interest Import Type
- Person Language Import Type
- Person Organization Import Type
- Person Profile Code Import Type
- Person Link Import Type
- Person Reference Number Import Type
- Person Volunteer Hours Import Type
- Race Import Type
- Resource Import Type
- Standardized Test Score Import Types
- Subject Import Type
- Time Off Balance Import Type
- Transfer Grade Transcript Item Import Type
- Transportation Import Type
- Where can I see a list of the import types available in the Data Importer?
- When using the importer to import financial aid details, how does the data appear in Axiom?
- When importing Financial Aid details, how does the system determine the school year when matching to an existing or creating a new financial aid application?
- Why am I receiving the generic “we’re sorry, but something went wrong.” error message when trying to process a data import?
- Where do I find the data after I process a Parent/Teacher Conference import?
- How do I enable or disable standardized test import types?
- How long are original datasets for imports retained?
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User Accounts and Security FAQ (33)
- Security Role Overview
- User Account Management Overview
- Creating Future Parent/Student Accounts
- Creating User Accounts in Batch
- Disabling/Re-Enabling Portal Accounts
- Email Domain Security Check
- File Security
- GDPR Information
- Granting Accounting (VCA) Access
- How To Impersonate Users
- Identity & Access Management Homepage
- LDAP/Active Directory Setup
- Multi-Factor Authentication (MFA)
- Password Expiration Management
- Switching to Active Directory (AD)
- External Google Accounts
- Username Conventions & Account Redirecting
- Veracross (VCX) Homepage Access
- reCAPTCHA Protection
- OAuth Applications and Veracross Overview
- Creating an OAuth Application: School Workflow
- Creating an OAuth Application: Vendor Workflow
- Okta OAuth Setup and Use
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School Year Management FAQ (11)
- Close School Year Considerations
- Closing the Admissions Year
- Copy Classes for the Next School Year Procedure
- Copying Athletic Events for the Next School Year
- Creating Alumni and Former Student Households
- End of School and Summer Processes
- Hiding Student Schedules from the Parent/Student Portal
- Launching Faculty, Parent, and Student Portals for Existing Schools
- Managing the School Year (Administrative and Academic Tasks)
- Reporting on Remote Learning Participation
- Rolling Directories Over to the New School Year
- Rolling the Portal and Reports Year Forward/Back
- Scheduling Reference Date Parameter
- Start School Year Procedure
- Starting Re-Enrollment for Students
- System Parameters
- The "Cost" of Switching Grading Periods
- The Self-Service Close School Year Procedure