- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - Routine Assignments
-
ACCOUNT SET UP
-
CLIENT MANAGEMENT
-
ADMISSIONS DATA & SEARCH NAVIGATION
-
GOOGLE-DRIVE
-
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
- Settings - Integrations
-
SALES & DEMONSTRATIONS
-
MEMBERS. ONLY
-
Sales Lead Tools
How to Bulk assign assignment to multiple students at one time
Routine Assignments, enable bulk assign.
To Bulk assign assignment to multiple students at one time
- Go to Settings > Routines Manager
- Click the button labeled: + Enable Bulk Assign
- Click the grey box to the left of a Routine Assignment to select it
- A new window will appear with options to Bulk Assign this by:
- Grad Year
- High School
- Tag
- Name
- Once you have selected your options, click the button labeled: Add Assignment
Scenario:
When a counselor assigns the same Routine Notes or Routine Assignments to a student multiple times, all of those meeting notes or assignments will appear in the students assignments tab.
To prevent confusion and maintain clear records, Rename the title of the re-applied routine assignment or meeting note.