Hidden Features

What will we cover

• 16 hidden features for Admins• Bonus:

– 2 hidden features for Employers– Live examples!

Hidden Features for Admins

• Mass Email Scheduling• Email Queue• Communication Activity

Tab• Student Quick View

Dashboard• Export Search Results• One-click Reports• New Password Reset

• Login As Feature• Custom Menu• Resume Creator• Localization Options• Default Field Name• Reorder Default Codes• Permissions Select All• Dynamic Search• Resource Library Dates

Mass Email Scheduling

• You have three options after creating your Mass Email:– Option 1: Send this mass email– Option 2: Save this mass email without sending– Option 3: Save and send this mass email

• Schedule your email to send at a future date/time• Save a copy of your email

Email Queue

• Search for all mass emails scheduled to send in the future

• Remove scheduled emails from the queue

• Tools Activity Log Email Queue

Communication Activity Tab

• Includes all email communication from the system to the email address in the user’s profile

• Confirms emails sent successfully• Admin can view email content within 30

days of sending an email• Admin can resend the email to the user

Communication Activity Tab

Questions

Student Dashboard

• Quick view of student information• Displays all student activity• Admin can update the student’s Status or

Applicant Type• Replaced PROSA activity column in

Student Search Results

Student Dashboard

• Click on the magnifying glass icon found in the Student Search Results

Student Dashboard

Export Search Results

• Generate an Excel/CSV report directly from your search results

One-Click Reports

• Generate reports previously generated on the back-end by CSO Tech!

Questions

Password Reset

• Force users to update their password• Automatic Email notification sends

Login As Feature

• Allows Admins to login as Students, Contacts, Admins, Faculty and Mentors without logging out of their own account

Custom Menu

• Menu item available to provide additional resources for all types of users

• Redirects user to another website in new browser tab

Resume Creator

• 15 different resume templates to choose from for all different types of students

• Templates can be renamed• Easy for students to edit, save and

download!

Localization Options

• Rename certain key words or phrases used throughout your CSO System

• Over 70 different options to rename!

• Tools Setup Localization

Localization Example

• “Forgot Your Password” link

Original Field Names

• The original field name displays for your reference!

• Matches the original field names found in permissions

• Tools Setup Forms

Reorder Code Lists

• Reorder your default field code lists• Previous CSO backend request• Tools Setup Codes

Permissions Select All

• Select or deselect all roles in permissions by quickly checking a box

• Saves a lot of time for Supervisor Admins!

• Tools Setup Permissions

Dynamic Search

• In the Organization Name field, when an admin starts typing it will display all values that match what is being typed

• This helps admins identify if employers already exist in the database Databases Employers New

Databases Contacts NewDatabases Jobs NewDatabases Schedules New

Resource Library Dates

Under the Resource Library, admins can now view two date fields

• Document Uploaded• Document Last Accessed

Questions

Hidden Features for Employers

• Confidential Employer• Employer Referral

Management Tools

Confidential Employer

• Allows the Employer to hide their Organization Name from students on a per job basis

• Common for big name companies, or companies posting internships

• Display name can be renamed in Localization!

Confidential Employer

• Student viewing Confidential Employer Job

Referral Management

• Easy way for Employers to review resumes of applicants and give them a response directly from the system

• Filter & Mass Email using Employer Response

Referral Management

What we covered

• 16 hidden features for Admins• 2 hidden features for Employers

Questions