New Account - COLLEGE SEARCH NAVIGATION
      Back to home
      1. Knowledge Base : CounselMore Support
      2. ACCOUNT SET UP
      3. New Account - COLLEGE SEARCH NAVIGATION

      My Lists, My Database: Tags, Notes, Starter Lists, Lists by topic, theme

      My Lists -  (formerly) My Database is where you will find: The ability to save your own topical lists, search your notes by keyword, save filters for future search

      Jumo to on this page:  - Starter Lists become My Lists - Tagging schools

      How to: Adding Tags while building a college list

      1. Colleges can be easily Tagged from the Search Results Screen "Tags" column
      2. Shop through your Tagged lists in My Database
      3. Capitalize on the 30+ pre-made starter lists CounselMore has made available to you in My Database in your Data Menu

      Use Tags to quickly identify and reference schools by organized topic lists. CounselMore supplies lists for you already. Adopt and edit those free lists. How to use My College Notes Add School by Name search bar How to use My Saved Filters How do I submit a Starter List


      Add tag(s) to a school from Search Results, any Counselor List or any Student List

      1. While you are looking at a list of schools, scroll to the right. The Tags column will be near the end.
      2. Double click on the cell you wish to add tags to.
      3. You will see a small popup where you will type the tag(s) for that college.
      4. Type the tag and hit close to create/commit the tag.
      5. Repeat step 4 as many times as you like.

      Once you have schools tagged it is easy to apply this full or partial list of schools to another student.

      1. Select the student you will apply the schools to.
      2. Go to their Counselor List, click on the menu button AppMenuBtn , click on Search.
      3. Click on the tab "My Database" 
      4. Click the button on the left side called "My Tags".
      5. Choose the appropriate tag and click the button to the right that says "Show Results."
      6. Select some or all of the schools. Note: the Select All checkbox at the top of the table selects all schools on the page. If you want to select schools on page 2, go to page 2 and select them.


      My Lists - Navigating to Starter lists, making them your own, adding to those lists and submitting a community list

      My Lists - Lists saved by topic are easily retrieved for use with a new student later.

      Starter Lists & My Lists

      These are lists members of CounselMore have submitted to be shared with other members. These are Starter Lists, meaning. these are a place to begin, a jumping off point to your list building.

       

      Therefore, you may review a list and say: "Hey, the school (fill in name), I expected to be on this list and it isn't..." 

       

      You can view the list or import the list. Importing means the title of the list will appear as a 'Tag' in your Tags column for each of those schools, anytime you pull up that school. You will also find your imported list in 'My Lists'.

       

      Now that you have made the list your own, you can delete a tag to remove a school from your list. Likewise, add that same tag to a school to add a new school to your list.

      See instructions below to import Community Sourced Lists/ Starter Lists

      Go to the Counselor List of any student
      Click the round menu button 
      Select Search from the drop down menu.

      Naviagate to Search : Click on My Lists (formerly) My Database, Tab at the top of the page.

       

      Tick the checkbox to the left of the Community Sourced Lists you would like to use.

      Click the 'Import These  Lists' button to add it to your "My Tags"


       

      Select your chosen Starter List  by clicking in the grey box.
      Then click the "show results" button. All of the schools on this list will appear in the traditional results screen.
      Select the colleges the same as you would, by selecting the grey box next to each school name.
      Click Done, and you will be taken back to the student record, Counselor list tab view. 
       
      How do I submit a Starter List?

      Several CounselMore community members participate in data collection and colleague resource development on a volunteer basis. They do this to bolster the community at large but also to Pay It Forward.

       

      There is no part to college counseling that can be learned or practiced in a silo. We, you, us, look to our colleagues in every aspect on our educational consulting occupations. Think back and remember the clues you were given when you began. Repeat those, share those. We intend on to grow the knowledge and efficacy of our profession. This. can only be done together.

      Example:  Competitive Marching bands

      • Create a student record for "Competitive Marching bands", make status active

      • Under that student profile:
      • Add colleges by name to the list.
      • It doesn't matter what columns you include on the list, only the school names will be pulled.
      • Click your help button (header bar)
      • Choose Not Urgent in the subject line.

       

      In the message type:

      This is my Community List "Competitive Marching Bands"

      "You have my permission to post and share this list with the community"

       

      How to use My Saved Filters:

      From any college list:

      Counselor       Student  or        App Tracker

      1. Click the round menu button.
      2. Select Search from the drop down menu.
      3. Review the tabs at the top of the page. Click on My Database.

       

      This article appears when a member asks:

      Am trying to remind myself how to add a list of schools to become a "My Database" list. For example, am trying to input some 40-80 schools that have active Formula SAE programs. How do I add my own lists of colleges so it appears in My database lists?