CRM Settings / General Settings / CRM Settings / Quick Remark / Show Dynamic Dropdown in Quick Remarks Here, you can define if a Dynamic Dropdown menu will be displayed. (Figure 1) Figure 1 Here you can create the Quick Remark. (Figure 2) Figure 2
CRM Settings / General Settings / CRM Settings / Quick Remark / Show Date in Quick Remarks Here, you can define if you want to select a Date and Time when a Quick Remark is created. (Figure 1) Figure 1 Here you can create a Quick Remark.
CRM Settings / General Settings / CRM Settings / Quick Remark / Comments to be Shown in Quick Remarks Here, you define which comment field will be visible in Quick Remark creation. (Figure 1) Figure 1 From here, you can create the Quick Remark. (Figure 2)
CRM Settings / General Settings / CRM Settings / Quick Remark / CRM Category for Quick Remarks Here, you define the CRM Category that will be used for the Quick Remark creation. (Figure 1) Figure 1 From here, you create the Quick Remark. (Figure 2) Figure
CRM Settings / General Settings / CRM Settings / Attendance & Classroom Management / Select CRM Categories to be used in Attendance. Here you define the CRM Categories that will be used from the attendance taking form. (i.e., Subject Absences form). These categories will be visible, when a new CRM
CRM Settings / General Settings / CRM Settings / Status Workflow / Student Status Change Workflow Here you select the flow that will follow one status to the other. Example, if the student can change from Candidate to Registered or if other statuses have to be mediated to reach the
CRM Settings / General Settings / CRM Settings / Message Category to be used in CRM messaging Here, you set the Message Category to be used in the CRM messages. If you want to create new message category, you need to go to Main settings / Dropdown lists, set in
CRM Settings / General Settings / CRM Settings / Attendance & Classroom Management / Categories used in quick CRM actions in Class management In teacher’s portal in Sessions if you press Show button, all sessions will be displayed if you click on class management you will see all students in
CRM Settings / General Settings / CRM Settings / Transporation Daily Routes Check In/Out / Categories used in quick CRM actions in Bus Check In/Out (Daily Routes) Here you define categories used in quick CRM actions in Bus Check In/Out (Daily Routes). Example as Administrator Setting -> Active -> Interviews,
