The ranges (AG, HP, QZ, for example) have no spaces and no hyphens. AG means all candidates with last names beginning with A, B, C, D, E, F, and G will be assigned to the selected counselor.
The Territory by Alphabet configuration must be defined in a specific order of data entry if you want to use a range of letters for assigning Admissions Counselors.
1. Configure the Admissions module to allow Complex Territory Configuration.
2. Configure the Admissions module to allow Alphabetic Range Territory assignment.
3. Set up territory ranks on the Edit Territory Rank window.
4. To configure Territory by Alphabet, enter alphabet ranges (for example, AC) in the *ALPHA column and assign a counselor to that range.
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The ranges (AG, HP, QZ, for example) have no spaces and no hyphens. AG means all candidates with last names beginning with A, B, C, D, E, F, and G will be assigned to the selected counselor. |
5. Then, when entering a new candidate, enter information in the tabs in the following order: Name, Address, Biograph, Candidacy, Candidate.
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Information is entered on the Candidacy tab prior to the Candidate tab since the Candidacy Type is part of the configuration in assigning counselors. |