Skip to Main Content
Fredwin Software (Demo) Ideas Portal
Categories Efficiencies
Created by Guest
Created on Nov 5, 2025

Export Customer/School button to help confirm returning and new contacts.

The Bulk Caseload tool has removed the section to confirm school contacts, so the Customer Care Team needs a new process to gather this information. For large customers or customers with many contacts, it's very tedious to copy/paste the people with Customer Admin and eHelper accounts into an email (confirming contact's first and last name, email address, and school they support). It would save us a lot of time if we could export contact information both at a Customer and School level so that we can easily copy/paste the info into an email or attach the spreadsheet to an email for the Customer Startup Contact to easily fill out.

Eventually, it would be great if the Customer Startup Contact / School Startup Contact can update the information in Monarch directly without requiring emails.

  • Attach files