What status should you set your students? It depends on what they need!
Can I invite non active students to the portal?
- Why would you invite them if they aren't active? CounselMore maintains a very friendly price structure, so that you can focus on your students. Need to understand that better, get in touch or meet with our specialists.
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Active |
Prospect |
Archived |
|
Bio Banners |
Full Access |
Full access |
Most banners view only |
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Invite |
Yes |
No invite. S loses access if already invited. |
No invite. S loses access if already invited. |
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Has Google Drive folder |
Yes |
Yes |
Yes |
|
Share Google Drive folder |
Yes |
No |
No |
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Assignments - add meeting notes |
Yes |
Yes, Counselor can add meeting notes but icons to share to student and parent are disabled |
Menu Button is disabled, old meeting notes can still be seen in it. |
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Assignments - add assignment |
Yes |
Yes, Counselor can add a new assignment but icons to share to student and parent are disabled |
Button is disabled, old assignment can still be seen in it. |
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Assignments - add routine assignment (R/A) |
Yes |
Yes, able to share it to student/parent after creating new RA |
Button is disabled, old RA’s can still be seen in it. |
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Assignments - email assignment summary (ensure email is set) |
Yes |
Yes, email summary sent to student (because I was able to shared it to the student after the creation of new RA) |
Button is disabled |
|
Assignments - print assignment summary |
Yes |
Yes |
Button is disabled |
|
Assignments - autosend |
Yes |
Yes |
Button is disabled |
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C List - Search |
Yes |
Button is disabled |
Button is disabled |
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C List - Add college by name |
Yes |
Yes |
Button is disabled |
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C List - College data menu |
Yes |
Button is disabled |
Button is disabled |
|
C List - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
C List Download Excel |
Yes |
Button is disabled |
Button is disabled |
|
S List - Search |
Yes |
Button is disabled |
Button is disabled |
|
S List - Add college by name |
Yes |
Button is disabled |
Button is disabled |
|
S List - CDM |
Yes |
Button is disabled |
Button is disabled |
|
S List - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
S List - Summary report |
Yes |
Button is disabled |
Button is disabled |
|
S List - Export |
Yes |
Button is disabled |
Button is disabled |
|
App - Search |
Yes |
Button is disabled |
Button is disabled |
|
App - College Data menu |
Yes |
Button is disabled |
Button is disabled |
|
App - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
App - Export |
Yes |
Button is disabled |
Button is disabled |
|
App - Can you edit the blue columns to the far right? |
Yes |
Button is disabled |
Button is disabled |
|
Files - open student folder |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Files - Create new doc |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Upload file |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Files - Import from google |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Files - Apply master |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Files - List to existing folder |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Files - Delete exising docs? |
Yes |
Files Tab is disabled |
Files Tab is disabled |
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Accounting - Add line item |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - record payment |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - preview / send invoice |
Yes |
Button is disabled |
Button is disabled |
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Accounting - invoice autosend |
Yes |
Button is disabled |
Button is disabled |
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Accounting - stopwatch, adds time to Accounting tab? |
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|
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Messaging - send email |
Yes |
Yes |
Yes |
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Messaging - send text |
Yes |
Button is disabled |
Button is disabled |
|
Messaging - send chat |
Yes |
Button is disabled |
Button is disabled |
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Reporting - Shows up in accepted declined report? |
Yes |
Yes |
Yes |
Here are some related articles for you to review:
Student Profile - Update Student Status, Inactive/Archive/Prospective
The above capabilities list may be incomplete. Ask a specific question at support@counselmore.com