This article explains how to record college and higher education details for clients. By the end of this guide, you will understand how to navigate the Higher Education section and input accurate information.
Navigation:
Main Menu → Clients → Higher Education
Applies To: Enterprise
Overview
The Higher Education section allows users to:
- Record college, university, or higher education details.
- Track additional information such as participation in Tech Prep programs, assigned advisors, and reasons for leaving.
Details
- Higher Education Name: Name of the college, university, or higher education institution, pulled from the user-defined Company list. Required field.
- Tech Prep: Indicates whether the client is part of a Tech Prep or college exchange program, pulled from the user-defined Tech Prep select list.
- Advisor: Name of the higher education advisor assigned to the client.
- Reason Left: Reason the client left, pulled from the user-defined Termination Reasons select list.
Conclusion:
By following this guide, users can accurately record higher education details for clients, ensuring comprehensive tracking of their educational history. For further assistance, refer to related articles or contact support.