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Adding students to a New Cohort
You can add students to a new Cohort either in the Cohort object or in the Account Listview.
In the Contacts tab of the system, you have the option to gather students into a new Cohort. To do this, simply click on the "Add to New Cohort" button. It's important to note that students with an " Empty, " " Former, " or " Cancelled " status cannot be included in the new cohort. Additionally, you will need to select the specific students you want to add before clicking the "Add to New Cohort" button.
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In the Account List view, you can add students to a new cohort by clicking the Add to New Cohort button. The process is the same as adding students to a new cohort in the Cohort object. Please note that students with an Empty, Former, or Cancelled status cannot be included in the new cohort. Additionally, you can only select Person Accounts in the Account List view; otherwise, an error message will be displayed and you will not be able to proceed.
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When you click "Add to New Cohort," you need to select a Cohort within the specific school. After selecting the Cohort, click "Proceed.”
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