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Settings - Custom Columns, 2 types

There are two different type of custom columns you can create: Custom Data Column & Custom Status Columns

📌 Study Hall 

See custom columns in action.
In this Study Hall clip, the host explains how custom columns persist over time, helping counselors reuse insights, reduce repeated research, and support future students more efficiently.

Custom Data columns created in the Custom Columns banner of the Data Menu will track information per school and be available for every school, displayed on any list, seen by all, editable only by the counselor.

Custom Status columns created in the Application Status banner of the Data Menu will be used in the Student List and App Tracker, per student. Application Status columns are for counselors to track the status and chart the strategy per each application requirement - per school. These Status cells have special super powers in the App Tracker.

Custom Column Creation

How do I build Custom Columns?

  1. Go to Settings, Data Manager.

  2. Open the banner
    perschool-1
  3. Add your desired label, make green to show on the List, then click the + button to the right.
  4. Click the Merge with All Students button if you would like the Custom Column to show up for all students. If not, then don't click Merge with All and instead chose per each student from within the student's record.
  5. After Merge with All Students, any columns that already existed on a current student's list WILL NOT DISAPPEAR. Any new columns will be appended to the right of any current columns on their college lists.

2 types of Custom Columns:

  1. persc

    Per School Custom Columns:  allow counselors to create space to track unique data points for each school beyond the standard fields. Use these columns to record niche requirements or special population application guidelines. Managers can create and share these columns with their teams, ensuring consistency and visibility across all counselors working with the same schools. 

     

  2. appstatus

    Status & Strategy Column:  dynamically track each Application Guideline, per Student. These can begin in the Student list and continue into the App Tracker. Document Counselor's admissions plan, progress status or call to action. These cells can also generate Assignments that are automatically emailed to the student-and when the student marks it Done, the App Tracker updates to reflect completion in real time and notifies the Counselor. 

How to add/edit information in custom columns

What are Custom data Columns used for?   Why would a counselor use these?

We have seen counselors use it in these ways:

We have one counselor who created a custom column for her specific contacts in each school's athletics dept.

Another showed us how she tracks in person audition specifics.

Another shared with us that she tracks, internal on campus scholarships.

Use these to track items about schools that are specific to your style or practice.

What are Custom Application Tracker columns used for? Why would a counselor use these?

We have seen counselors use it in these ways:

We have one counselor who added Campus Visit, to her list of Application Tracker columns.  Her student uses their Application Tracker to record their progress on scheduling campus visits, for each school on their application tracker list.

We have one counselor who added Ast. Coach Connections, ensuring that the student has emailed each Ast. Coach. 

Use these to add tasks to the student's Application Tracker and track the task for each school.

To review this article, follow along in your Settings menu (top right hand corner)

Go to the College Data Menu in Settings