- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
- Clients - Assignments tab
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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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
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Assignments tab - Manual Email Assignment Summary
Assignments tab - Manual Email Assignment Summary Send an email about assignments
Below you will find out how to send an assignment message
- Choose a student and go to the
tab - Be sure to set a start date and end date in order to share an assignment
- Check off the assignment under the
column for any you don't wish to send out - click your hamburger menu button
- Hover over the 4th menu item, "Email Assignments Summary For" and select Student, Parent(s), or Both Their Respective Assignments.
- If there is no contact for the parent, you can create one by clicking the pencil icon next to the student's name, going down to Contacts and selecting
