CRM (Customer Relationship Management)

People

Identity (name, date and place of birth)
Contact details (telephone numbers, email address, website, home and office addresses)
Client billing account (as parent, or student, or for any other billing purpose)
Supplier account (eg. independent trainer)
Family details if relevant
Link to related organisations with roles and responsibilities
Summary and detail of training history (dates, places, invoices, contracts)
Attachments and comments
CV management
User-account for extranet access
In the context of other Scolana modules, a contact may be one or more of : parent, teacher, trainer, client, prospect, student, team member, or any kind of person of interest.
Tags : create arbitrary on-the-fly categories
Download list as excel or as pdf
Sophisticated filtering (based on name, address, tags, training)

Identity and contact details
Client billing account (eg company pays for employee education, for employees’ children, yoga club rents a room on Thursdays)
Supplier billing account
Link to members with roles and responsibilities
Attachments and comments
Type : client/prospect/supplier (configurable options) ; for search or for statistical purposes

Website visitors enter their own information, injected directly into your contact database
Optionally request registration for training
Optionally, provide organisation information (employer, school, other)

Contacts update their contact information
Contacts may enter CV information
View training calendar
Download documents – invoices, certificates, contracts
View other data linked to their client account: todo items, time tracking, projects, linked organisations)