Page Comparison

Click on Contact Manager in the menu bar and then Contact Manager.

From the Contact Manager page, click + Add Activity.

Notice your name in the Assign To field and your Recent Student is in Student. Select the Activity from the Activity pulldown, enter a message then click Save. Note: Your name is required in the message for Student Alerts.

Once sent, the message will be stored under the Activity Tab. Congratulations you have just sent a Student Alert.

To set up a Student Meeting, click +Add Activity. Then select Student Meeting from the Activity pulldown, enter Comments, Date, From, To and click Save. Note: Meetings require From and To times to be placed on the calendar.

Congratulations you have successfully set a Student Meeting.

Once the meeting has been attended, click on WP – Student Meeting.

Using the pulldown change the Activity Status to Closed and click Save.

Notice the activity has been closed and no longer appears under the Activity tab of Contact Manger. Congratulations !

Once the student Acknowledges the Alert from their portal, the Alert will no longer appear in your Contact Manager.