New Data Entry Fields and New Merge Fields
You can either watch the below video or read the step by step guide.
We have added new data entry and merge fields where a student identifies someone other than just themselves who can receive any refunded money if any. This is a simple way to enter the name of the person who is entitled to receive the refund that you then wish to show in your Offer Letters, when you are using the ESOS Schedule of Fee by course-study period – PMC report.
Data Entry fields:
On the right hand side of the prospect entry screen, there are 2 buttons: One for New Package Proposal and another one for New Proposal.
Data entry fields for the refund have been added on the settings tab of the Package Proposal and Proposal wizard screens, as follows:
1. Who can receive the refund?
2. Name (to receive refund)
Who can receive the refund?
Here the user can define who will be the receiver. There are 4 static/hard coded drop-down options are available to choose:
- 1) Agent
- 2) Guardian
- 3) Other
- 4) Parent
Select the option as per applicant/student choice.
If Agent is selected / nominated as a refund receiver, then the prospect level agent will appear if any linked to that prospect otherwise you can select one from the agent look up.
Name (to receive refund)
If the applicant / student has opted the option other than Agent like Guardian, Parent or Other, then this field will become mandatory and have to enter the name of the receiver in this field.
In this way, you can identify who is entitled to receive the refund. However if you don’t want to update anything into these fields then you can skip these fields.
Report Merge Fields:
We have also introduced merge fields for these data entry fields in two versions of ESOS Schedule of Fees by Course/Study Periods report.
On the report templates screen, search for report name of ESOS Schedule of Fees by Course/Study Periods you will see three entries as below:
- 1) ESOS Schedule of Fees by Course/Study Periods – PMC
- 2) ESOS Schedule of Fees by Course/Study Periods – Proposal
- 3) ESOS Schedule of Fees by Course/Study Periods – Student
The new merge fields have been added to the PMC & Proposal versions only.
The new merge fields are:
You can use these merge fields into your customised report templates and have them printed in your offer letter.
Here is the screenshot of the generated version:
Still having trouble?
If you’re having any difficulty or have questions that you can’t find answers here, please feel free to send us an email at firstname.lastname@example.org or call us on 1300 85 05 85. We’re happy to help!