Knowledge Base : CounselMore Support
App Login
ADMISSIONS DATA & SEARCH NAVIGATION
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
SETTINGS MENU & CUSTOMIZATIONS
Settings - My Business
Settings - Branding
Settings - Default Data Columns
Settings - Routine Assignments
Settings - Webmaster
Settings - Broadcast Station
Settings - Reporting
Settings - Professional Log Books
Settings - Toolbox
Settings - Texting Set up
Settings - Accounting Setup
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
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Knowledge Base : CounselMore Support
ADMISSIONS DATA & SEARCH NAVIGATION
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
SETTINGS MENU & CUSTOMIZATIONS
Settings - My Business
Settings - Branding
Settings - Default Data Columns
Settings - Routine Assignments
Settings - Webmaster
Settings - Broadcast Station
Settings - Reporting
Settings - Professional Log Books
Settings - Toolbox
Settings - Texting Set up
Settings - Accounting Setup
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
ADMISSIONS DATA & SEARCH NAVIGATION
Types of Columns, Sorting by columns, Data Correction
Which essays have been updated so far in 2024?
College Data
College Data - Where is it from & is it Reliable
College Data - Resources, data dictionary, data glossary
College Data - Submit Data correction contribution - Crowdsourced Knowledge - Verified
Summer Programs - Search, Export list
College Data - Unreported / Not Reported
College Data - Add a New College into the Database
College Data - Add Your Custom Data to the database
College Data - GPA Weighted or Unweighted?
College Data - Sports, Athletics, NCAA, Div, Division I,II,III and Club filters
Admissions Data - Data Menu Defaults, Data Calendar
College Data - Candidate Profile Comparison to Last Admitted Class Profile of College
Data - Search Gap Year Programs
How To Export Essay Prompts to Google Drive documents in Student Folder
Data - Deadlines other then Fall? Priority deadlines?
College List - Search: Sports, athletics, teams, mascots, scholarships
College Data - Where can I find Home School Policy for college applications?
Why hasn't some of the information been updated since 2023?
Can students build college lists and use the app tracker on their own without a counselor? Yes
When are the Deadlines Updated?
Understanding the Collection of Application Essays and Supplemental Questions
Peterson's COA data points - data regarding tuition and fees is updated and I assume they include room and board?
Add college by name: Using Keywords to Search for Schools When Adding Colleges to a list by name
Troubleshooting: Updated Data Not Reflecting in Counselor Portal
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College List - Columns
College List - Data, Export / download a College List
College List - Columns, Discuss Column, Chat per College
College List - Columns, Candidate Shaping - Campus Fit with College reported weighting
College List - Columns, Notes to Student Vs College Notes
College List - Columns, Sorting by Column
College List - Columns, Links, Adding Resources for Counselor and Student
College List - Columns, College Notes Column
College List - Columns, Counselor Opinions, Tags, Hyper-links, College Notes
College List - Columns, Counselor Opinion Column
College List - Add Columns to One Student's list (not all)
College List - Columns, Students can edit some columns
College List - Columns, Creating college tour lists
New Accounts - College List - Promote Schools to Student List View
College List - Columns, Add New Data Columns for One Student
College List - College List Filters
College Lists - How can I use CounselMore for transfer student admission requirements
College list - Discuss Column - sequester each college conversation to one convenient location.
Columns - Order of columns per student list
Student List - Student rating options, demote school from list
What does the color indicators means in the college lists?
Resources - Ways to Export files in your CM account
College List - Grid vs. Tile View
Links column
College Data: Test optional, Admissions
College List - Columns: What are my chances? "View Comparison"
Most often selected data columns for each list counselor, student, app tracker
How do you take college notes when on tour? Where to keep college tour notes?
College List - Is there a place where parents can make notes (similar to student research notes)?
College list - Add colleges to your counselor's list
Data Columns - Deadline Strategy
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College Data - App Tracker
College List - App Tracker, Cell Colors
Reports - Accepted / Declined Admissions Reporting
App Tracker - Student edits App Tracker and Counselor receives notification
App Tracker - Status & Strategy Columns for application requirement columns
Manage Essays with App Tracker
App Tracker - Notifications in the App Tracker
Archiving Student - Record Application Outcomes, make visible to prospective clients
Custom Columns - What is a Status & Strategy Column
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