Clients - Quicklist, Search for Student Record

The Quicklist has more than convenience. Several functions can be performed by the left hand panel of your app.

To temporarily hide the quicklist while sharing your screen with students, utilize the blue flag feature.

How to navigate  the Quick List:

1. Located at the top of the quick list, there is a box containing the term "search." Simply type directly on top of the help text term "search" to locate the desired student/s.


2. You can search by name, graduation year, or tag to find the specific class you are looking for. This will narrow down the results and only show the relevant class.

a. Name


b. Grad Year


c. Tag



3. Additionally, you have the option to modify the order in which the students are listed.

a. Response Order

b. Alphabetical Order

4. Choose  Professional Plan to use multiple filters of the Quick List

5. Here are the advanced  filters If you are in the Professional Plan or in a Multi Counselor Admin  Plan