Setting Up External Terms

Define external terms on the External Term page. When tracking information about external institutions for a prospect, applicant, or student, you may want to know the specific term to which that information is related. For example, if you are entering external transfer credit information, you want to record the term to which the transfer credit information pertains. Because external institutions use various term structures, use this page to define all external terms. You can also set up how you want external terms converted to your term structure on this page.