Agents Merge Fields
Merge Fields Explanation {Agent Code} Add the agent code in this field {Agent Name} Add the agent name in this field {Agent Phone Number} Add… Read More »Agents Merge Fields
RTO agent management
Manage Request Documents
Alerts – General > Student Requests – Done (last 30 Days) > +Manage Request Documents On this screen, you will find a grid displaying a list of… Read More »Manage Request Documents
Cancel Multiple Invoices
Enrolment dashboard > Financial tile > Cancel Multiple Invoice On the Student Financial Detail screen, there is a process for cancelling multiple invoices in bulk. This functionality introduces… Read More »Cancel Multiple Invoices
Invoice Recreation
Application dashboard > Financial tile > Burger Menu > Invoice Recreation Enrolment dashboard > Financial tile > Burger Menu > Invoice Recreation Invoice recreation enables you to break down a specific… Read More »Invoice Recreation
Student Requests – Done (Last 30 Days)
Alerts – General > Student Requests – Done (last 30 Days) The Student Requests Done (Last 30 Days) screen focuses on requests submitted and successfully processed within… Read More »Student Requests – Done (Last 30 Days)
Student request – New
Alert – General > Student Request – New Student Requests – New: option from the Alerts – General tile on the Main Dashboard serves as… Read More »Student request – New
Enrolment Dashboard – Add/Update Agent
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Report/Screen Filters
Filters, or parameters, can be used to narrow down the data displayed on the screen, or in the reports you generate. While this may sound… Read More »Report/Screen Filters
Agent Performance Tile
Marketing > Marketing Dashboard > Agent Performance Tile This pie chart depicts the information about the agent’s business performance, which includes the application and the invoice information.… Read More »Agent Performance Tile
Delete Agent
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment, then you can… Read More »Delete Agent