To create a list of parent email addresses for new students:
- Click View All in the Lists widget from any of the management persona dashboards (i.e. Core dashboard
- From the Add menu in the top left, select Create Advanced List
- In the Select Objects tab go to Constituent Information and select: User Base, User Role, and Parent/Child Relationship
- Add User Base and select to add it to the Parent/Child Relationship.User Id2 = User Base.User ID. (This becomes User Base [1])
- Add User Role and select to add to the User Base [1].User ID = User Role.User ID
- Go to the Admission object and select Candidate and select to add it to User Base.User ID = Candidate User ID
- Select Candidate Detail
- Select Candidate Status
Display Fields
- Click the Display Fields tab and then click Select Fields.
- Expand User Base, mark the following boxes: First Name, Last Name, E-Mail
- Expand User Role and mark Role
- Expand Parent/Child Relationship
- Under User Base [1], mark the following boxes: First Name, Last Name, E-Mail
- Expand User Role [1] and mark Role
- Click the Filters tab and create Global Filters for the following:
- Where User Role.Role is any of Incoming Student
- And Candidate Entering Year is any of [fill in years]
- And User Role [1].Role is any of incoming parents