I'm in the prospects table i.e. Admissions—Prospects—Prospects Table. I want to have a system in place that allows me to see names with "to do" without going to their profiles. So, maybe have a filter app or a flag that visual shows you names and the counsellors following them without having to do each profile individually. This would save a lot of time for new people setting up and also ensure no one is missed and falls through the cracks.
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Votes
3 comments
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Mharie Frank This would be especially helpful if you could see all tasks assigned to every counselor, not just yours or the ones you have assigned, but all to-do's.
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Matthew Pillman Yes! I have recently discovered the functionality of Communications--Scheduled Events, but this only shows the to-do's scheduled through communication plans. It could be beneficial to see the broader list of to-do's that Admissions staff assign individually.
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Kathy Lupton This would be very helpful!
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