- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
-
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
My Business - Client College Search
My Business - Client College Search Students and Parents, from their portal, can navigate to their, College List > Menu Button > Search, and have access to our complete database of colleges.
This feature has to be turned on student by student and is only available once you've sent out the portal invite.
From your counselor portal, Navigate to, Settings > Account Setup > Client Portal Customizations > Client Portal Search Access Settings:
Once that banner is opened, you'll have the ability to toggle this on for students who have received a portal invite.
Students will not receive any notification regarding this update to their portal.