1. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Hidden Features Linda & Krystian

2. 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

3. 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

4. 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

5. 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

6. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Saved Mass Email Templates  Save your frequently used mass email as a template!

7. 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

8. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Communication Activity Tab

9. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Audits Tab  Includes system tracked information about the user

10. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions

11. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Dashboard  From the student search results:  From the student’s profile:

12. 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

13. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Export Search Results  Generate an Excel/CSV report directly from your search results

14. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf One-Click Reports  Generate reports previously generated on the back-end by Tech Team!

15. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions

16. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Password Reset  Force users to update their password  Automatic Email notification sends

17. 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

18. 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

19. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Setup Menu

20. 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

21. 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

22. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Localization Example  “Forgot Your Password” link

23. 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

24. 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

25. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions