Categories used in quick CRM actions in Bus Check In-Out (Daily Routes)
Determines which CRM Categories are offered by the quick CRM action available on the Students Daily Routes (bus Check In/Out) screen, so staff running a route can log a remark for a Student without leaving that screen.
What this article covers
- What This Setting Does
- Where It Is Used
- Business Logic / Behavior
- Example(s)
- When to Use
- Notes
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Sign in with ClassterMore in CRM Settings
- Show Dynamic Dropdown in Quick Remarks
- Show Date in Quick Remarks
- Comments to be Shown in Quick Remarks
- CRM Category for Quick Remarks
- Select CRM Categories to be used in Attendance
- Student Status Change Workflow
- Message Category to be used in CRM messaging
- Categories used in quick CRM actions in Class management