College List - Columns
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      College List - Columns, Counselor Opinions, Tags, Hyper-links, College Notes

      College List - Columns, Counselor Opinions, Tags, Hyper-links, College Notes

      This article goes over the following Data Columns in your Counselor List: Counselor Opinions, Links, Tags, College Notes

      In your Counselor list, scroll through information columns all the way to the right.

      Counselor Opinion Column:

      Screen Shot 2020-12-24 at 10.23.23 AM

      Only available in the Counselor's list

      1. Scroll over any cell in the column.
      2. See eyeball appear.
      3. Double click eyeball
      4. Type in your comment
      5. click Save
      6. Click closed.

      Links Column

      video

      Screen Shot 2020-12-24 at 10.53.19 AM

      Building your college reference knowledge is easy with saving links to programs within a school in your Links column. Copy and paste the URL address to reference web pages regarding the school or program to outside agencies with news articles or other opinions.

      For instance, Chapman university in California has a deep social media presence, link to their Facebook page via your links column.

      1. Scroll over any cell.
      2. The Pencil will appear
      3. A new box will open
      4. Click on Add Link
      5. In another tab, find your resource and copy the URL address
      6. Return to your CounselMore tab and determine a label for your link, see above the label is Analytics,
      7. Paste your link into the URL field
      8. Click Apply
      9. When you export a list to the Student's Google folder, the links column will appear.
      10. The links can be turned off/on per student.
      11. After saving the link, close the box
      12. Scroll over the box again.
      13. The Pencil will appear
      14. A new box will open
      15. See the Green Eyeball, click on it.

      The eyeball is grey, it will not show for that student. It will not appear in their list export or in their student portal.

      The eyeball is green, it will show for that student. It will appear in their list export and in their student portal.

      If you already have College Notes/Tour notes or pictures, save on your Google drive, copy the link to those documents/folders and Add Link to those notes/pictures per college. This way you can access easily but also you can share and not share these per student.

      Tags Column

      Screen Shot 2020-12-24 at 11.04.17 AM

       

      Video

       

      Add tag(s) to a school from Search Results, any Counselor List or any Student List, the How to, is the same.

      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 return/enter on your keyboard 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 Lists".
      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.

      How to delete Tags
      1. Round blue button
      2. select Search
      3. select My Database - look lower left
      4. select My Lists
      5. look center screen for your list of tags.
      6. see trash can

      College Notes column