Student Manager Preferences

Select Student Manager behavior options and enable/disable fields on the Preferences screen. Access the Preferences screen by:

• Clicking the Edit Preferences button on the Quick Launch
• Selecting Edit > Preferences

Preferences are categorized onto tabs:

• System Preferences - set preferences for the system such as, preferred browser, macro keys, update and backup reminders.
• Name Behavior Preferences - set preferences for the Names screen such as displaying balance due/credit info, firm name matching, warnings if specific data is not entered.
• Name Fields Preferences - enable/disable fields and customize labels for some Name fields.
• Course Behavior Preferences - set preferences for the Course screen such as enabling room conflict checking, enabling reminder and follow up emails, enabling the auto expire for early bird fees.
• Course Fields Preferences - enable/disable fields and customize labels for some Course fields.
• Registration Behavior Preferences - set preferences for the Registration screen such as validating adjustment fee descriptions, using the Bill/Pay registration type, checking whether student has met prerequisites.
• Registration Fields Preferences - enable/disable fields and customize labels for some Registration fields.
• Organization Defaults - set organization information such as title, department, address, phone, zip code and ID format.
• Pocket Ledger Preferences - enable/disable fields used on the Pocket Ledger screen.
• Firm Preferences - enable/disable fields used on the Firm screen.
• Faculty Preferences - enable/disable fields used on the Faculty screen and set preferences such as enabling instructor schedule checking, enabling posting faculty benefits to Pocket Ledger, setting default instructor pay date.
• Pay Preferences - set preferences for the Payment screen such as validating credit cards, auto enter payment amount, using firm escrow.
• Pay Types - enable/disable the payment types used and customize labels for user-defined pay types.

Enable/Disable Fields

Optional fields for modules appear in the Enable Fields section. If you don't intend to use the field(s), uncheck the box to the left of the field name. Disabling fields you don't use allows you to increase data entry productivity (e.g. data entry personnel won't need to tab through the field(s) in which they don't enter data to get to the ones they do).

Module Behavior Preferences

Many modules have behavior options you can enable or disable. Those are listed in the System Behavior Preferences section.

Color Coded Preferences

Preferences on each tab are color-coded:

• Black - are user specific (they effect the user only).
• Blue - are global (effect every user). You must have level 6 access to edit preferences in blue. Note: these should not be changed without the permission of your Student Manager administrator.
• Purple -  user must be a level 6 in the particular area to use the option (e.g. user must be level 6 in Pay to edit receipt numbers).

Access to Preferences

Your Student Manager Administrator can disallow your ability to edit preferences.

If your Preferences Icon on the Main Toolbar or the [Edit Preferences icon on the Quick Launch is grayed out, you don't have rights to edit your preferences. Please see your administrator for more information.