Adding a Name for In-School Sales

The best way to get names into the sales record is to upload your school’s full name list in bulk. However, if you need to add a single name on the spot, here’s how:

• In Sales > Record Sales, click the Add Name button.
• This opens the same name list interface used throughout eDesign.
• Enter the required fields: first name, last name, and role (e.g., staff, student). Click Save and Close.
• To add a business, only the business name is required.
• The name is immediately added to your school’s name list — it will be recognized everywhere names are used, including Name Check when designing pages.