This guide provides an overview of additional functions available in Assignment management. These functions include sending email receipts, printing certificates, and transferring registrations. Users can improve efficiency by understanding these tools and their applications.
Overview:
The following functions appear as additional functions on the Assignment record in the Results List rows under [More Actions]:
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Email Receipt/Confirmation:
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Select to send a confirmation email for the course in the same row. The email includes:
- Course details
- Total amount paid
- Text from the merge template (requires a return email in Branch settings and a client email address).
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Select to send a confirmation email for the course in the same row. The email includes:
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Print Certificate:
- Prints a certificate if one is available and linked to the course section.
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Transfer Registration:
- This function moves the selected Assignment to another client.
Key Notes:
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Automatic Client Case Notes:
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Auto-generated for specific actions, including:
- Adding new Assignments
- Deleting Assignments
- Updating Enrollment Status
- Note: Automatic notes are only added via Main Menu → Clients screen.
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Auto-generated for specific actions, including:
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Auto Email for Waitlist Status Changes:
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Prompts users to send an email when an Assignment Status changes from Waitlist to Enrolled.
- Return email in Branch settings
- Client email address
- Merge Text record titled "Email Waitlist"
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Prompts users to send an email when an Assignment Status changes from Waitlist to Enrolled.
Conclusion:
Understanding and effectively using these additional functions can streamline Assignment management and enhance overall efficiency. For more information, refer to related resources or contact support.