Person Types and Uploading Prospects

Overview For information about how person types are assigned and removed from person records, please review the Person Type Administration article, found here. The main consideration for person types is that by design, there are many different SS&E user types included in SS&E "People" records besides students. Since there are other types of users in SS&E besides studen...

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. Prerequisites In order to manually enter/edit prospect data: The logged-in user must have permission to access th...