Knowledge Base : CounselMore Support
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ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
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Knowledge Base : CounselMore Support
MEMBERS. ONLY
Member Benefits
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
Current Member - Account Migration
Looking for news on the new platform migration?
This link will take you to all of the information you need.
