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Organization Record Tabs

All organization records include the following tabs:

  • Summary:Enables a Fireworks user to display the information they view most frequently
  • Actions: Enables you to view a chronological list of all interactions (e.g., sent and received emails, inbound and outboard phone calls, site visits, recruitment fairs) with a person
  • Basic: Enables you to create, manage, and track demographic information (e.g., Birth Date, Citizenship, Social Security Number, Ethnicity, Race, Gender, Language) about a person. This tab also enables you to track and manage person and student record flags (e.g., Deceased, Veteran, First Generation, International Student, Legacy, State Resident)
  • Contact: Enables you to create, manage, and track the contact information (e.g., Name, Email Address, Phone Number, Physical Address) for the person
  • Custom Fields: Enables you to create, manage, and track your institution’s unique data (e.g., housing information, orientation, campus location, military status, VIP flags)
  • History: Enables you to create, manage, and track an organization’s historic enrollment funnel information (e.g., Term, History Date, Prospects, Inquiries, Visits, Applicants, Admits, and Enrolled Students)
  • ID Types: Enables you to create, manage, and track the unique IDs (e.g., Visa, institutional ID) for a person
  • Relationships: Enables you to create, manage, and track relationships between a person and other people and/or organizations.
  • Status: Enables you to create, manage, and track the status (e.g., Active, Inactive, Avoid, Visit) of an organization