Creating Report Text

Creating the text that displays on the Junior/Senior Recommendation Report, Mid Year Verification Form, and End of Year Verification Form is accomplished on the Preferences Text/Custom screen.

1. Navigate Home > Preferences > Text/Custom.
2. Click the Recommendation button.
3. Delete or edit the sample text, as desired, for the Junior/Senior Recommendation Report.
4. Click the Mid Year Form button.
5. Delete or edit the sample text, as desired, for the Mid Year Verification Form.
6. Click the End of Year Form button.
7. Delete or edit the sample text, as desired, for the End Year Verification Form.
8. Click Apply Prefs when finished to apply the text to the reports.

Creating Custom Fields

If you have purchased ADVOCATE LITE and you need to track information that is not tracked natively in ADVOCATE, you can add up to five custom fields. These custom fields appear on theAVSTUDENTS > Personal > Custom screen. You can enter and edit actual custom data there, however, the custom field names are created in the solution Preferences.

1. Navigate Home > Preferences >Text/Custom.
2. Type field names here. The names entered should be relatively short and descriptive.
3. Click Apply Prefs when finished.

If you have the OPEN version of ADVOCATE, any section of ADVOCATE can be further customized. You are not limited to these five fields.