My Institution

SETUP -> My Institution


This screen lets you view and customize settings that affect the way College Office looks or works. The screen has 4 pages: Details, Custom, Settings and Increments.

Details

This page shows the institution's name, logo, web site and contact information as it will appear on certain printed reports (for example transcripts), as well as the institution email signature for emails sent from College Office.

Click on the lower right to upload the logo for your institution.
Click on the lower right to edit this information via the Edit My Institution screen.

Custom

This page lists various fields used to customize College Office. Take the time to click on each row to read the description of that field and, if applicable, set its value. We can also add fields customized to the need of your institution to this page.

Of primary importance in this list are the fields of the SMTP category which are used to record the parameters of the email account College Office will use to send emails on behalf of your institution. If left empty, College Office will send emails from the noreply@collegeoffice.com email adress.

Settings

This page shows various settings that affect the way College Office operates. See the Settings section of the Edit My Institution help topic for a description of each field.

Click on the lower right to edit this information via the Edit My Institution screen.

Increments

Certain IDs in College Office such as invoice numbers, student IDs etc.. can be automatically incremented if you choose to.

  • Table: name of the table for which an ID field is auto-incremented
  • Next Number: next value of that ID
  • Format: formatting string (Microsoft syntax) used to format the ID generated by College Office.

The list currently contains 3 records: "ESTIMATE", "INVOICE" and "PERSON". Only PERSON is currently used to control the auto-increment feature of the Person's ID field (see the Institution Assigned ID field in the Edit Person screen).

Click on a row to edit the Next Number and Format fields of that table via the Edit Auto Increment screen.


© College Office, 2021 • Updated: 06/30/20
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