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Customize Child Status Exports to Manage
Customize Child Status Exports to Manage

With the unified Enroll and Manage integration, you can now choose which Enroll child statuses export to Manage.

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

How to Customize:

In Enroll, go to Settings β†’ System β†’ Statuses. There you'll see an "Export" column.

  • Currently exportable statuses are checked by default.

  • Non-exportable statuses are unchecked.

  • New statuses default to unchecked.

Simply check or uncheck statuses to control exports to Manage. Once changes are made, click Save at the bottom.

Screenshot of the new Export checkbox column

Benefits:

  • Total control over which records export

  • Avoid exporting unwanted statuses

  • Sync your data your way

With customizable child status exports, you can fine-tune your Enroll-Manage integration. Contact us with any other questions!

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