How to Edit an Applicant in CMST.
Users may need to edit an applicant profile for a variety of reasons, including adding details, submitting documents, processing payments, changing the assigned counselor, or sending email communications.
- Log in to your CMST account.
- Navigate to the “Applicants” section in the left pane, located below the Dashboard.
- Open the applicant’s profile, which you wish to edit.
- There are multiple ways to locate the applicant. If you know the applicant’s type, you can click on the corresponding type card in the Dashboard. For instance, to edit the profile of an applicant under “Class Enrollment,” simply click on the “Class Enrollment” card and then select the applicant’s name from the list.
- Once you click on the applicant’s name whose profile needs to be edited, a form will appear displaying the applicant’s information. This form will allow you to make the necessary updates or additions to the profile.
- On the applicant’s profile, you will find several features, such as adding details, sending SMS, and uploading documents. Depending on your needs, you can utilize these options to edit the applicant’s profile accordingly.
How to Add details
- If you need to add additional details about an applicant, click on the “Add Details” button. Fill out the required form, then click “Save” to apply the changes.
- Once you click “Add Details,” a form will appear. Fill out the form according to your requirements, and then click “Save” to store the information.
