Student Success & Engagement Release Notes for Sept 8, 2023 (9.8.0)

Prospect Management Enhancements

This release introduces Prospect Sources that are used to determine how a prospect record was created and help explain how/where/when a prospect was first engaged with.

For more information about Prospect Sources, click here.

• Adds Prospect Source Administration to SS&E Admin.
  • • Prospect Source Administration is enabled from Role Administration by selecting "Can Manage Prospect Sources".
      
    • Once enabled, you must log out and log back in in order to view Prospect Sources on the Admin page menu items.
       

• Adds the "Can Manage Prospect Sources” permission to Role Administration.

  • • This allows users with a permitted role to access the the prospect source admin page to create and/or edit a new Prospect Source.

    • Every prospect source must be associated with a pre-defined category.
    • Categories are predefined within SS&E and cannot be modified. The following prospect source categories are available to choose from:

      1. High School visit/event

      2. College visit/event

      3. Inbound direct

      4. Purchased list

      5. Web form

      6. Other

• Adds Prospect Source to the Prospect Profile tab Details.
  • • The prospect source name will display on the prospect's profile tab.
    • Each prospect record can display only one prospect source.
    • If prospect records are merged from multiple form submissions, the system will display the prospect source with the earliest date. 

Inquiry Form Enhancements

• Adds Prospect Source to Inquiry Form Administration.
  • • Adding a prospect source to an inquiry form is not required.
    • When a prospect source is added to an inquiry form, it displays on the Info section of the form details view.
    • Prospect Sources can only be added to Inactive forms, since Active forms cannot be edited.
    • When a prospect source is included on an inquiry form, prospect records created by inquiry form submission will automatically be associated with the name of the form's prospect source.

    • If there is no prospect source on a submitted inquiry form, upon form submission nothing will happens and the prospect will not be associated to any prospect source.

    • When an existing prospect submits multiple inquiry form(s), the system will only add a prospect source to the prospect record if they do not already have a prospect source associated with them from a previous form submission.

    • When creating a new inquiry form or editing an inactive form, users may choose an existing prospect source or choose to use/add a new prospect source. 
      • • To add a new prospect source on the fly, click on "here" in the help text to open prospect source administration in a new browser tab. Once a new prospect source is created and saved, when you go back to the Forms page it will be available in the Prospect Source dropdown values.

Filter Enhancements

• Adds a Prospect Source Filter
  • • The Prospect Sources Include/Exclude Filter is enabled via Person Type Administration -> Search Filters Yes/No. The default setting is set to No.
  •  
    • When enabled in Person Type Administration, Prospect Source Include/Exclude is added to the Student Information Filter criteria.
    • Search by prospect source name(s) and/or category(s).
    • Multiple prospect sources and multiple prospect source categories may be selected.