At SchoolAdmin, our mission is to help schools find just the right students. We do this by always learning about your needs and continually evolving our product to help you reach your goals.
It was you, our customers, who told us about how you work, how SchoolAdmin works for you, and—most importantly—how there were some ways you wanted it to work better. We listened.
Welcome to the new SchoolAdmin!
Everything you’ll see in the new interface was driven by our conversations with you. Your insights have been our guide in creating an even more streamlined and easy-to-use version of SchoolAdmin. It’s faster, more intuitive, and better aligned with your workflow.
Just like your new students on their first day of school, the new SchoolAdmin is full of potential. And just like you want to get to know those new faces in the hallways, we want to help you get to know this new interface. Here’s a look at what makes it special.
Note to current customers: We will begin a phased rollout in mid-September and our Customer Support team will be in touch to make the transition easy.
Get the big picture, and then dig into the details
The dashboard gives you an overview of your admissions funnel that’s up-to-date every time you come back to it. See your year-to-date totals and current counts for a quick sense of how you’re doing, or filter down to see the funnel for a specific grade or view a previous year’s numbers for comparison.
Easily find the info you need about each student
The new contact record design puts the most important information right at your fingertips. You can see at a glance a contact’s role, current status, and the year and grade they’re applying or enrolling for. Plus, your key information area displays the fields you choose, so you have the most relevant information on hand.
Need to get in touch? Primary contact details like main phone number and address stay at the top of the page, no matter what section of the record you’re viewing. Have a parent on the phone? Create a note or reminder to keep track of the conversation — easier and more useful than jotting it down on paper.
Access actions and notifications, anytime
We’ve moved key notifications to the top of the page so you always know when something needs your attention, wherever you are in the app. A consistent “action area” makes it easy to send bulk emails and letters, update checklist items, bulk print forms, and add mass notes to candidate records. It surfaces other important actions by context, just when you need them. And when you need to get back to a page you recently viewed, the history menu keeps track of where you’ve been.
Search and generate reports faster, with less fuss
We spoke with many of you about our search feature, and learned that we needed to make it easier to build searches and display the data you need, faster. Our new search workflow makes it clearer what search terms mean, to help you return the results you expect. And your results will now display a default set of columns based on your search, so you get the information you’re looking for right away.
As always, we would love to hear your feedback and wish you success during this upcoming Admissions and Enrollment season.
President | SchoolAdmin
SchoolAdmin is a powerful, customizable CRM with beautifully clean records, flexible workflow management for your school and sophisticated search and reporting, with unlimited custom fields. Click here to watch a quick overview of SchoolAdmin.