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Tuesday, February 1, 2011 New CRM Features

The CRM Team has recently released a few features to help make your work easier. Here is some information about the new releases:

1. Activity Preview - When you click “History” on the left hand navigation of a Contact record, it displays the student’s communication history. Clicking the small arrow will allow you to view a preview of the Activity, including whether an Email or Phone Call was Incoming or Outgoing. Other options can be added to this preview, so please let your supervisor know if you have a recommendation.

CRM Activity preview

2. Course Tab Term – When you choose “All” from the dropdown on the Course tab, it will now show the Term in the far right hand column.

CRM Banner Courses tab term column

3. Template Search – Perhaps the most exciting new feature is Template Search functionality. Instead of having to scroll through the seemingly unending list of templates, this search will allow you to easily identify which template you wish to send.

CRM E-mail template search

If you have questions or comments please feel free to let the CRM team know by emailing

Posted at 4:12 PM | Comments (0)