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.
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!