Person Types and Uploading Prospects

Overview The main idea taken into consideration when designing person types, is that based upon the nature of Higher Education institution operations, there are many different user types at an individual institution. Since there are many different types of users within SS&E, without person types, all the different people (eg. users with assigned roles) within SS&E will ...

Overview With the release of 7.0.0, in addition to uploading Bulk Prospects data via a Prospects CSV file from Imports Administration, prospective student data can also be entered manually to create individual prospect records from the Prospect Person Page. Manually entered prospect Information will appear on the Prospect Profile tab. Intended Programs, Intended Start ...