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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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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
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Summer Programs - Search, Export list
Summer Programs - Search, Export list summer programs, search results
- Go to any Student Record > Counselor or Student List > Menu button > Search
- Click "Summer Programs"
- Select up to 3 options on the right and click "Show Results"
- Check boxes for the schools you wish to export to a list and click "Export"
- Navigate to your student's Files Tab and retrieve the results.
NOTE: If your export downloads to your computer, it's likely you don't have
Google Drive setup or or you need to sign out of Google Drive and back in.