- 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 - Notification Assignment Completion
Assignments tab - Notification Assignment Completion
This is a choice the counselor makes in settings. Follow this How To:
- In the header there is a bell icon. When your student sends you a message, the bell will display a red dot, indicating a message has arrived.
- Click on the message and you will be taken to the action.
Receive an additional email notification:
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Goto Settings
- Click Business Setup
- Click the selection box to be notified by email when an Assignment is marked done in the student portal.
- You will now receive an email notification for this event.