Release Date | June 13, 2019
We've released several new features, improvements, and bug fixes for AdmissionsPlus. Highlights of this update include:
|Prospect Profile Page||Added a Prospect Profile page to the prospect card where you can access all prospect data categories in one window.|
|Email Template Personalization Codes||Added placeholder codes to Email Templates. With placeholder codes, you can create form letters personalized with data sourced from the prospect’s data.|
|User Menu Drop-down|
Added a menu drop-down to the navigation bar where you can change your password, send feedback, and log out of AdmissionsPlus.
|Portfolio to OLF Sharing||Added portfolio item sharing settings.|
|Bulk Action Mode: Range Selection||Improved Bulk Action Mode with Shift key range selection.|
|Prospect Screen: UI Improvements||Improved the prospect screen user interface.|
|Export to Excel|
Fixed an issue where the prospect screen didn’t export the filtered prospect list and an issue where too many filters caused the export to fail.
|Prospect Screen Search Box||Fixed an issue that removed filters when searching inside the prospect screen.|
|Prospect Data Focus||Fixed an issue where closing one of the Prospect Data windows often switched focus to a different prospect|
|Admissions Data Window Refresh||Fixed a refresh issue that caused the Admissions Data window to scroll back to the top when a requirement was marked completed.|
Prospect Profile Page
We added a Prospect Profile page to the prospect card. Using the Prospect Profile, you can access all prospect data categories in one window.
To access a prospect’s profile page, you can do either of the following:
Click their name on the prospect card.
- Click their name in prospect list.
Email Template Personalization Codes
Email Templates now include placeholder codes. Using placeholder codes, you can create form letters personalized with data sourced from the prospect’s Demographics, Admissions Fields, or Contacts.
To use placeholder codes, drag the field you want to include as a placeholder from the list on the right to the body of the email on the left. You can save the personalized email template to use at any time.
User Menu Drop-down
We added a menu drop-down below your username in the AdmissionsPlus navigation bar.
In the user menu, you can do the following:
- Change your password
You can send feedback for the duration of the Pilot
Log out of AdmissionsPlus
Portfolio to Online Forms (OLF) Sharing
Items in a prospect’s portfolio can be shared with that prospect’s parents. Parents can view and download the portfolio items visible to them.
To share portfolio items with a parent’s OLF account when adding or editing a portfolio item, set Parent Visibility to Visible. A section will appear in the parents account for that prospect where they can access that portfolio item.
Bulk Action Mode Shift Key Range Selection
In Bulk Action Mode, you can select multiple prospects in a continuous range with a single click instead of clicking each prospect individually.
To select a range of prospects, do the following:
- Click the first prospect in the range.
- Press and hold Shift.
- Click the last prospect in the range.
Prospect Screen User Interface (UI) Improvements
We’ve made some improvements to the Prospect screen UI based on user feedback:
Moved the + Add Prospect button left and brightened its blue background to make it stand out from the top navigation bar.
Moved the buttons that open the Prospect Data windows to the right and changed the color scheme to a blue background with white text to make them more prominent. This differentiates these buttons from lookup headings.
Combined the buttons to switch between Begins With and Contains.
Moved the button next to the search box to indicate that it affects the results of the search box.
Switched the Advanced Sort and Appointment buttons to co-locate Group By and Advanced Sort as they both affect the view.
- Fixed an issue where the Export to Excel options in the Prospect screen didn’t export the correctly filtered list.
- Fixed an issue where too many applied filters would cause the Excel Export to fail.
- Fixed an issue that removed filters when using the Search Box inside the Prospect screen. Using the search box now searches the filtered list for your search criteria.
- When closing one of the Prospect Data windows, AdmissionsPlus would often switch focus to a different prospect. Focus now returns to the prospect whose data window you were viewing.
- Corrected a refresh issue that caused the Admissions Data window to scroll back to the top when a requirement was marked completed. The window now maintains its position, so you don’t need to scroll back down.