Add or Edit Prospect Vendors

You can use the Prospect Vendors page to add or edit the prospect vendors and sub vendors.

The prospect vendors and sub vendors that you specify here can be selected by staff members on the Prospect Sources page ( Select the Configuration tile > locate Admissions > select Prospect Sources.)

Prerequisites

You must have Admissions - Configuration - Manage authorization.

Your institution must have configured:

  • Counties (Select the Configuration tile > locate Admissions > select Counties.)

  • Countries (Select the Configuration tile > locate Admissions > select Countries.)

  • States (Select the Configuration tile > locate Admissions > select States.)

Access Method

Select the Configuration tile > locate Admissions > select Prospect Vendors.

Procedure to Add or Edit Items

  1. If you want to:

    • Add a list item, select the New button on the toolbar

    • Add a list item by copying and modifying the item, select the required row, and select the Duplicate button on the toolbar

    • Edit a list item, select the item name in the list

  2. Review, specify, or change the following values.

ActiveClosed Specifies whether the associated record is active.

CityClosed The name of the city.

CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

CountryClosed The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country.

CountyClosed The county for the address.

Email AddressClosed The email address.

Fax NumberClosed The number where a facsimile (fax) can be received.

NameClosed The descriptive name of the item.

NoteClosed Area that displays, or that you can use, to specify comments or additional information.

Phone NumberClosed The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

StateClosed If within the United States, the name of the state.

Street AddressClosed The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated.

ZIP Code/Postal CodeClosed The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

URLClosed The web address for the person or institution.

  1. Select Save to save the changes. The Sub Vendors list is enabled.

    ActiveClosed Specifies whether the associated record is active.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    NameClosed The descriptive name of the item.

    Phone NumberClosed The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

    Prospect SourceClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

  2. Under Sub Vendors, if you want to:

    • Add a new sub vendor, select the New button

    • Edit a sub vendor, select the name in the list

      Specify or change the following values.

      ActiveClosed Specifies whether the associated record is active.

      CityClosed The name of the city.

      CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

      Copy Vendor AddressClosed Copies the associated prospect vendor address and contact information.

      CountryClosed The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country.

      CountyClosed The county for the address.

      Email AddressClosed The email address.

      Fax NumberClosed The number where a facsimile (fax) can be received.

      NameClosed The descriptive name of the item.

      NoteClosed Area that displays, or that you can use, to specify comments or additional information.

      Phone NumberClosed The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

      StateClosed If within the United States, the name of the state.

      Street AddressClosed The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated.

      ZIP Code/Postal CodeClosed The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

      URLClosed The web address for the person or institution.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button