Why You Don't See Parent Contacts During a Transfer
When you're on a call and want to transfer it to a colleague, you won't see a list of parent contacts in the transfer window. This is by design.
The live transfer feature is built for passing calls between your team members — not for dialing out to parents or families. Think of it as a quick handoff to another staff member who can better help with the call.
What You'll See Instead
During a live transfer, Enrollio shows you:
- Your team members — anyone set up as a user in your account
- Forwarding numbers — configured in Settings → Team Management
If you need to dial a parent directly, you'll use the regular phone dialer instead of the transfer function.
[SCREENSHOT: Transfer window showing list of team members with their names and extension numbers]If You Only Have One User
The transfer list will still appear, showing that single user. This is normal — the system displays available team members regardless of how many you have.
If you're trying to transfer calls but don't see the options you expect, check your team setup in Settings → Team Management to ensure forwarding numbers are configured correctly.