Josh Fulton
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Recent activity by Josh Fulton-
Custom Statuses
Overview Custom Statuses help schools define where their students are throughout the process, using their own terminology. For example, you may want a custom status to flag which families have been...
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User Jobs Page
Overview The User Jobs page allows anyone to track progress and see results of certain reports and/or jobs that are initiated within the system. Accessing the User Jobs page The User Jobs page can...
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Billing: Schedule Ledger
Overview For parents/payers with a billing account, the 'Schedule' tab is located on their record within the Billing Tab. It offers a way to view the ledger in a monthly and filterable format. You ...
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Enabling Enrollment in the Parent Portal
Overview Schools can turn Parent Enrollment within the Parent Portal on or off based on the time of year. When the Parent Enrollment option is not enabled, families will be unable to view the contr...
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Contact Record: Related Contacts
Overview Within the Summary tab of the contact record, you can find the Related Contacts section in the bottom left of the page (underneath the checklist for student records). This is where you can...
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Billing Category Report
Overview Within in this report you will be able to see the summary of your individual billing categories by month. Each section will be consolidated together by their category grouping that consist...
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Billing: Students List Page
Overview Within the Billing Tab--Students page, you can manage upcoming and remaining billing amounts at the student level. By default all contacts are deselected across all pages. Header c...
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Enrollment Setup
Overview As you prepare for the upcoming enrollment season, you'll need to activate the new school year (term) within the Enrollment Setup page of your site so you can enroll students in it. This p...
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Term-Based Fields & Enrollment Refresh
Overview Term-based fields are fields within the system that contain historic data based on the term selected for the page you’re working on within SchoolAdmin. These fields hold unique sets of dat...
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Designing a Great Inquiry Form
Overview An inquiry form should: Adapt to the needs of the parent Gather the appropriate information that you need to take action Be quick and easy to use Adaptive Forms We create one Inqui...