The Quick List feature in CounselMore helps you easily navigate and organize your student records. Depending on your plan and user role, the Quick List may behave differently when it comes to alphabetical sorting.
Auto-Alphabetical Sorting for Single Counselor Plans
If you’re a single counselor on any of the following plans—$35, $59, $99, or $150—your Quick List automatically organizes student names alphabetically. This feature ensures that your student list remains neatly ordered at all times without requiring additional action from you.
Auto-Alphabetical Sorting for Admins and Super Users
For multi-counselor accounts:
• If you are an Admin or Super User, your Quick List also auto-sorts student names alphabetically.
• This allows for a streamlined experience when managing a large number of students across multiple counselors.
Quick List Sorting for Non-Admin Counselors on Multi-Counselor Accounts
If you are a counselor on a multi-counselor account and are not an Admin or Super User, your Quick List includes an A-Z filter option. Here's how it works:
1. Default Behavior
◦ Your Quick List does not automatically alphabetize the student names.
◦ When you select a student, that student will appear at the top of your Quick List for easy access.
2. Using the A-Z Filter
◦ To alphabetize your student list, simply click the A-Z filter option in the Quick List.
◦ This will arrange all student names in alphabetical order for easier navigation.
◦ If you select a new student after applying the A-Z filter, you may need to reapply the filter to restore alphabetical order.
Additional Resources
For more information on how to use QuickList, check out these related articles:
Clients - Quicklist, list of students, Search for Student Record
Clients - Quicklist, Students who are currently applying to a specific school