SETTINGS MENU & CUSTOMIZATIONS - Knowledge Base : CounselMore Support

Knowledge Base : CounselMore Support

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Knowledge Base : CounselMore Support

SETTINGS MENU & CUSTOMIZATIONS

Detailed Descriptions of Account Settings Menu & the Customization Options Available

Calendly - Prospect creation options

Settings - My Business

My Business - Custom Menu, Part II, Resources for your custom menu

My Business - DIY Migration Services, Historical Client Information Migration /Bulk Import

My Business - Custom Menu, Part I, Build for Clients

My Business - G Suite Not Required

New Accounts - My Business Setup Overview

My Business - Net, Fit, Reach; Assigning Probability through Counselor Evaluation

My Business - Client College Search

My Business - Gmail not required

My Business - Paid Migration Services, Custom Data, Client History

My Business - Multiple Chrome Personas

Zapier

Bulk Import your Student Data

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Settings - Branding

My Business - Branding - Upload logo / Logo Size

My Business - Branding - Custom Client Invites

My Business - Branding - Student Portal

My Business - Branding - Invite to Student, Parent Client Portal

Settings - Default Data Columns

Default College Data Menu - Basics

Default College Data Menu - Columns, Reordering

Default College Data Menu - Columns Updated, Nothing Changed

Settings - Custom Columns

Default College Data Information Columns- How many columns can be made available per list?

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Settings - Routine Assignments

Routine Assignments - Basics

Routine Assignments - Convert Assignments to Routine

Routine Assignments - Organize Routines by Group or Product Name

Routine Assignments - Change / Move Group Banner

Routine Assignments - Add dates to Routine Assignments

Routine Assignments - Bulk Apply Across Students

Routine Assignments - Advance Set Assignment Release Date

Routine Assignments - Creating the First Assignment

Routine Assignments - How can I apply the same Assignment and Master Folder document, to several students at one time?

Routine Assignments - Assigning RA in bulk, including students who have been archived.

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Settings - Webmaster

Settings - Webmaster

How to add the CM Student portal badge as a button to your website

Settings - Broadcast Station

Settings - Broadcast Station, Messages

Broadcast Station - How to change your Broadcast Email advisory text message

Broadcasts - Sending messages with attachments and images

Broadcast Station - Annual Repeat Broadcast

Settings - Reporting

Settings - Reporting

Clients - Quicklist, Students who are currently applying to a specific school

Reporting - Time Spent per Student

Settings - Reporting: Sort by Students/School

Settings - Professional Log Books

Settings - Professional Log Books, College Tours, Travel Expenses, CE Credits

Settings - Toolbox

Settings - Toolbox Resources, free and paid

Settings - Texting Set up

Text Forwarding - Text not forwarding to my phone or are delayed