Josh Fulton

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Articles

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  • The Enrollment Report

    Overview The Enrollment Report, found within Search & Reports – Enrollment Report, is used to track your progress towards your enrollment goals for each term. This allows you to compare enrollment ...

  • Search Overview

    Overview From the Search & Reports menu, you can build custom searches, open saved searches, and view the data within the Admissions and Enrollment reports.  Within Search & Reports > Search, you ...

  • Contact Layout

    Overview Within the Contact Layout page, you can see and set what fields are displayed within the contact record and which fields display for different types of contacts. How-To: Use the Contact L...

  • Activity Items

    Overview The Activity Items setup page is where you can manage existing activities and create new ones that you would like to track.  --How-To: Add, Remove, & Manage Activity Items To access the se...

  • Grades

    Overview The Grades page is where you can manage the advancement and admissions settings of all grade levels.  Grades can be turned on and off for collecting applications in the Parent Portal by to...

  • Contact Information

    Overview The Contact Information page is where you can manage the contact details (i.e. Name, Phone Number, and Email) for your Admissions Contact, System Administrator, and Enrollment Contact. Whe...

  • Admin Portal Content: Contact Widget

    Within the admin portal content settings, you have access to the contact widget.  This is the area displayed at the top of the summary tab of the student record.  This area is useful to pull any fi...

  • Admin Settings

    Overview This article contains resources regarding most of the settings available to System Admins and Admins within the site. Please note, the 'Admin Accounts' settings page is only available to t...

  • Request Emails

    Overview Request Emails include templates relating to various points in the online document request or teacher recommendation process. This article will discuss the different request email template...

  • Authentication Emails

    Overview Authentication Emails include templates relating to portal account creation and password resets. This article will discuss the different authentication email templates, how to update them,...