Settings - Data Manager - Per School Custom Columns - Add Custom Columns

With CounselMore's Per School Custom Columns feature, you can create personalized data fields to track information specific to each school.

There are 2 Types of Custom Data Columns - Described here

This article will describe the Custom Data Columns existing in your trial account - these are already created for you.

You can begin adding data to these columns anytime and it will be saved. Double click in the cell to edit.

Only "Custom Columns" data cells, are where you add your own data. Other cells are collected for you (you can correct those too)

What you find in Custom Columns when you start your account, you can delete or begin to collect information. These were added here for you because this is what most of our members choose to track independently.

Navigate to Per-School Custom Columns

1. Go to Settings.
2. Select Data Manager from the menu.
3. Click on the Per-School Custom Columns section.

Create a New Custom Column

The per-school custom column feature includes a variety of pre-existing columns to choose from, allowing users to customize their data setup with ease. Users can select from the available options or create their own custom columns as needed. They also have the option to delete any columns they don’t need, ensuring their data remains organized and relevant.

2. Enter a Label: Type in the name of the column you wish to create.

Set Visibility Options

Decide who can view and interact with the custom column by toggling the visibility settings:
• Counselor Icon: Turns green when activated, making the column visible to counselors.
• Student Icon: Turns green when activated, making the column visible in the student portal.
• App Tracker Icon: Turns green when activated, making the column visible in the App Tracker.

Apply Changes to Existing Students

After saving your new custom column, click Apply Changes to Existing Students to ensure the column is updated across all relevant student records.

Here's how Creating Custom Data Columns works when you have an Admin Account with other licenses and with Manager Suite and without Manager Suite:

Manager Suite Article

Without Manager Suite

• Admin Capabilities: The admin can create custom columns, and these columns are visible to all users in the account.
• Counselor Capabilities: Counselors cannot create or edit custom columns; this privilege is restricted to the admin.

With Manager Suite

• All Users: Any user, whether Admin, Super User or Counselor, can create and manage custom columns.

• This feature allows for greater flexibility and collaboration among team members in multi-counselor plans.

What Happens to Custom Columns When a Counselor Is Deleted?

If a counselor who created a custom column is deleted from the system, the custom column they created will still remain in the account. This ensures continuity and prevents data loss.