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Published byNicholas Baker Modified over 8 years ago
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Hidden Features Linda & Krystian
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Overview Mass Email Scheduling Email Queue Saved Mass Email Templates Communication Activity Tab Audits Tab Student Quick View Dashboard Export Search Results One-click Reports
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Overview Continued… Password Reset Complete Profile Login As Feature Survey Prompt Custom Menu Resume Creator Localization Option Default Field Name Reorder Default Codes
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Mass Email Scheduling You have three options after creating your Mass Email: Option 1: Send this mass email Option 2:Save this mass email without sending Option 3: Save and send this mass email Schedule your email to send at a future date/time Save a copy of your email
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Email Queue Search for all mass emails scheduled to send in the future Remove scheduled emails from the queue Tools > Activity Log > Email Queue
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Saved Mass Email Templates Save your frequently used mass email as a template!
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Communication Activity Tab Includes all email communication from the system to the email address in the user’s profile Confirms emails sent successfully through the system Admin can view email content within 30 days of sending an email Admin can resend the email to the user
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Communication Activity Tab
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Audits Tab Includes system tracked information about the user
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Dashboard From the student search results: From the student’s profile:
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Dashboard Quick view of student information Displays all student activity Admin can update the student’s Status or Applicant Type Replaced PROSA activity column in Student Search Results
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Export Search Results Generate an Excel/CSV report directly from your search results
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf One-Click Reports Generate reports previously generated on the back-end by Tech Team!
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Password Reset Force users to update their password Automatic Email notification sends
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Login As Feature Allows Admins to login as Students, Contacts, Admins, Faculty and Mentors without logging out of their own account
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Custom Menu Menu item available to provide additional resources for all types of users Redirects user to another website in new browser tab
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Setup Menu
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Resume Creator 15 different resume templates to choose from for all different types of students Templates can be renamed Easy for students to edit, save and download! Tools>Setup>Document Categories
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Localization Options Rename certain key words or phrases used throughout your CSO System Over 60 different options to rename! Tools > Setup > Localization
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Localization Example “Forgot Your Password” link
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Default Field Names The default field name displays for your reference! Matches the default field names found in permissions Tools > Setup > Forms
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Re-order Default Code Lists Default system fields with drop-down menus or multi-select boxes (code lists) Lists can be re-ordered Tools > Setup > Codes
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2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions
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