The global search field in the CRM is robust. Depending upon your work role, you can search by student name, KSIS ID, WID, email, school, etc. The system will display all possible results, regardless of the object and where the data is stored.
Depending upon your work role, you may be able to email students one-on-one or as a group. Outgoing and incoming emails can be logged in the CRM to facilitate timely and relevant communication.
You can view email interactions on the student record in the activity section, including when the email was opened.
Depending upon your work role, you may have the ability to view event history on the student record.
Tabs are quick links to pages or features. The tabs you see will be dependent upon your work role and the things you do on a daily basis. You can expect to see lists, records, and reports that are most relevant to your work.
Field names between Talisma and the new CRM are comparable. Look for the Hover Tips on field names for detailed information.
You can create a variety of helpful list views to group student records. List views are available on any object. You can clone, create, and save multiple lists with different filter criteria and manage the fields you want to display. It is recommended to start with a custom list view within an object and apply filter criteria. Reporting is a more complex feature in the system, and the ability to create and edit may not be available to all users. Access to this feature will be determined based on functional roles and completion of advanced training.
Cloning a list view allows you to create a copy of the data fields and filters in that list. Each time you refresh that list view, the data is dynamically updated.
At this time, exporting from a list view is not available. Reporting is an advanced feature that allows you to view fields on multiple objects and export.
You can use shared public templates or create your own templates to include your signature block, answer frequently asked questions, and direct people to appropriate resources.
The governance team will determine what work roles can update information within the CRM. The system provides an audit trail of changes.
The new CRM system functionality is currently being reviewed.
Data from KSIS is updated daily, and test scores are updated weekly. As we continue to progress with business analysis, information requests will be as they are submitted.