What’s new in CRM: FCI View
On February 23rd the CRM team launched a new tab. This new tab will be located under the “Money” section of a Contact record and will be labeled “FCI”. The tab will show whether a Contact has completed Financial Check-In and whether or not the student is Withdrawn. If there are any entries in the first section of the tab, it means that the student has successfully completed Financial Check-in.
Further, if the Contact abandoned during the process of FCI the view will indicate which step they left off on, by showing a step-by-step breakdown of their FCI progress.
Of course, if they followed the process the whole way through, you could see every step and the time it was done. Then, at the end of the list you can see a “Y” meaning they completed FCI successfully.
This new tab will make it much easier for agents to know a student’s Financial Check-in status quickly. If your group is interested in having this view, please contact the CRM team.
Posted at 1:42 PM | Comments (0)