Features

Contact Management Marketing Management Curriculum & Course Management Student Records Management Accounting & Financial Aid Access Security Reports List

Below is a list of the key features of the Education Director:

Contact Management

• An informative list view that summarizes all key information about your contacts and provides multiple finding and sorting features.
  
• A contact detail designed for today's communication oriented society. It includes phone numbers, email addresses and web pages, all with point and click connection functionality. Just click to bring up the web page, an email form, or automatically dial the phone number. The contact detail also contains customizable tagging capabilities. There are seven user-defined text tags and six date tags.
  
• A communication manager for letters, postcards and emails. The communication manager provides integrated letter and preformatted postcard editing. Letters can be printed or emailed, and are linked to addresses for automated envelope or postcard printing. A complete record of all communications with each contact are kept with the contact.
  
• Contacts within contacts. Within each contact record, there is a sub-area for recording other contacts that are associated with the primary contact. This could be family members or employees of an organization or company. Each sub-contact record allows for storing of name, phone, email and affiliation.
  
• A to-do manager for tracking tasks that are to be accomplished for others or for your organization. The to-do manager supports both single do-tasks and multiple-task do sequences. They can be one-time tasks or recurring. Do-programs can be attached to contacts one at a time, or to multiple contacts simultaneously. There is also a centralized administration screen that allows management of all do-tasks for clients and the organization from a single screen.

Marketing Management

• The contact detail contains customizable tagging capabilities. There are seven user-defined text tags and six date tags. These tags can be used for categorizing your contacts in a way that fits your marketing and information tracking needs. The date fields help track significant dates related to the contact (i.e. first created, last contact, birthday, anniversary, etc.).  These tags can be quickly searched and sorted to reveal marketing or other business trends.
  
• Letters, postcards and emails can be saved to re-useable templates. If you have a letter (or post-card, or email) that may be re-used repeatedly for a specific purpose, this letter can be saved as a template.  Then, when needed, it can easily be imported into the letter at hand.
  
• The to-do manager supports the creation of multiple step marketing programs.  Commonly, within marketing, there is a process of contact and follow-up that surround certain activities (a phone call, a letter, adding to a mailing list, mailing of promo materials, a 30-day follow-up call, weekly calls, etc.).  The to-do manager can be set up to automatically implement and inform of each of these activities at their pre-set times.
  
• A separate 'Prospects' list for the storing of names, addresses and emails of those that you wish to communicate with that may be outside of your direct circle of contacts (i.e. for recruiting, marketing, mass emailing, etc.). Prospects are grouped by key names for categorizing, communication and marketing. Each prospect can be included in as many as four key-groups.
  
• Marketing to prospects. Automated letter, email and postcard creation capabilities are also supported for prospects. You can enter and communicate with a new prospect "on-the-fly" or mass communicate with a pre-defined group of prospects.

Curriculum and Course Management

• A curriculum builder for virtually any structure of educational program (high school, certificate, 2-year, undergraduate 4-year, graduate, etc.).
  
• Robust reporting that includes student worksheets, course lists by program, students enrolled by program, program enrollment/re-entry/withdrawal/graduated statistics, etc.
  
• Unlimited course creation, allowing any course to be assigned to multiple programs and any number of sessions for any single course.  Sessions can be offered 7 days a week. 
  
• Class materials management allows the assignment of specified books and materials to each class.  The books and materials reports include a student materials list, and reports for reconciling purchase orders, shipping, and book store inventories.

Student Records Management

• An easy-to-use registration interface for assigning students to various programs and registering for specific classes.
  
• Grading management through convenient grade/performance data entry. Provides recording for tests, mid-terms, finals, tardies, etc. Calculates recommended grading based upon a user-defined standard.
  
• Student IDs, including picture storage and bulk printing.
  
• Activity tracking, allowing for the recording of all significant administrative activities including entry, withdrawal, graduation, termination, general records actions, disciplinary actions, etc.
  
• Placement recording allows for the tracking and analysis of where students are placed, and salaries awarded.
  
• Robust reporting for transcripts, student coursework, class rosters, student schedules, etc.

Accounting & Financial Aid

• Complete financial aid tracking and reporting, allowing for an unlimited variety of loans, grants and/or scholarships.  All monies received and disbursed are recorded and reported. 
  
• Student accounts receivable, providing entry and reporting of all monies charged to and received from the student.  This includes automatic calculation of tuition and materials.
  
• Robust reporting including student transaction analysis, student statements, entitlements and requirements letters, student income, etc.

Access Security

• Robust username and password security, with each user assigned their own username and password. The system adminstrator has the ability to grant/deny access to any of the five areas of the system for any single user. Additionally, each user is assigned one of three levels of access (Administrative, Clerical, Reference Only).
  
• Reporting Access Control.  The administrator has the ability to determine which reports are accessible from each area of the system, and what levels of access are elligible.
  
• Student Record Confidentiality.  Instructors can access and edit only records for those students that are assigned to their classes. As needed, the system administrator can grant additional access for instructor's assistants.
  

Reports List

Contact Management

• Mailing Labels
• Shipping Labels
• #10 Envelopes
• Return Address Labels
• Record Profiles
• Record Summary List
• Record Call List
• Summary Lists for Custom Tags
• Export of All Record Info
• Export of Mailing Addresses
• Export of Email Addresses

Prospects

• Address List
• Call List
• Mailing Labels
• Shipping Labels
• Export Mailing Labels
• Export Contact Info

Curriculum & Courses

• Classes List Summary
• Classes List Detail
• Program Class List - Session Detail
• Program Course List - Summary
• Program Roster - All Active Students
• Program Roster - by Starting Session
• Program Roster - by Date Range
• Program Activity - by Date Range
• Class Roster (single and batch)

Student Records

• Student Schedules (single and batch)
• Student Worksheets
• Transcript of Current Work (single and batch)
• Transcript of Completed Work (single and batch)
• Student Materials List
• Student IDs (single and batch)

Administrative and Financial

• Class Materials Validation List
• Class Materials Purchasing List
• Class Materials List - by Class
• Student Transactional Summary
• Student Transactional Detail (single and batch)
• Student Statement Detail (single and batch)
• Consolidated Accounts Receivable
• Student Income Level Analysis
• Aid Entitlement Letter
• First Day Letter