Student CRM

When an application is submitted to an APS Occurrence, how does it match to an existing student record?

Active Applications - Student Matching Rules

Send/receive applications between Student CRM and Agresso (Unit4), Banner (Ellucian), EBS and SITS (Tribal), Unit-E (ESS - formerly Capita)

Two-way integration between Student CRM and your SRS/SIS for Active Applications

Use pre-prepared responses to quickly answer Applicant's questions

How do I use Saved Replies when contacting Applicants?

Understanding how course deposits are calculated in Applications - Active

Merging Course Deposits in Touchpoints (Active)

How can agents manage separate student applications?

These statuses are supported in Applications - Active (APS)

List of UCAS Application Status Short Codes in APS

No need for an applicant to reapply, you just move them across

Move an application to a new occurrence in Active Applications (APS)

Create a connection between an application and an agent

Linking an application to an agent in Agent Manager

When you want to keep your overseas agent updated on any communications you send out from the Applications Active (APS) app, you can control it with a simple ‘CC’ control

CC Applications emails to the agent

How to help your applicants stay on top of their course fees and deposit with you

Finances

Laura Montgomery-Hurrell

Dom Yeadon

Steph Stevens

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Track the progress of all tickets related to your company.

Tickets portal.

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