Courses

Ellucian CRM Advance

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Navigating Ellucian CRM Advance (CRM Advance)Course

New to CRM Advance? Learn how to navigate CRM Advance while viewing person and organization information.
Free
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Maintaining Constituent Information (CRM Advance)Course

Ready to enter constituent information? Learn how to create person and organization records as well as maintain the records by entering additional constituent data or indicating the constituent is deceased.
Free
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Viewing Constituent Information (CRM Advance)Course

Need to view constituent information? Learn how to view person and organization records in CRM Advance.
Free
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Setting Up the Name Pattern Generator (CRM Advance)Course

Do you use different formal and informal names in various communications? Do you want to automate how CRM Advance combines names of married couples? Learn how to use the Name Pattern Generator for both couples and individuals.
Free
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Maintaining Name Information (CRM Advance)Course

Do you update name information? Learn how to maintain the primary constituent name and maintain additional formatted names.
Free
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Viewing Name Information (CRM Advance)Course

Do you need to get the constituent or donor’s name correct? Learn how to view the primary constituent name and view additional formatted names.
Free
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Maintaining Contact Information (CRM Advance)Course

Does your contact information ever get out of date? Learn how to maintain address, contact preference, email, social media accounts, and telephone information.
Free
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Viewing Contact Information (CRM Advance)Course

Do you need to look up a current address? Do you need to determine the best way to contact a constituent using their preferred contact method? Learn how to view contact information.
Free
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Maintaining Employment Information (CRM Advance)Course

Do you collect and track employment relationships? Learn how to create employment relationships to constituents and non-constituent companies. Also learn how to link employment relationships to addresses.
Free
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Viewing Employment Information (CRM Advance)Course

Do you need to look up and verify employment relationships? Learn how to view employment information.
Free
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Maintaining Relationships (CRM Advance)Course

Can you identify family members among your constituents even when the family or last name is different? Learn how to maintain relationships such as spouse, parent, child, or organization.
Free
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Viewing Relationships (CRM Advance)Course

Do you need to look up and verify relationships among your constituents? Learn how to view relationships such as spouse, parent, child, or organization.
Free
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Maintaining Involvement/Participation (CRM Advance)Course

How do you get your constituents to engage? What interests your constituents? Learn how to enter and track affinity programs, interest information, activities, award information, involvement, and publication information.
Free
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Viewing Involvement/Participation (CRM Advance)Course

What interests your constituents? Learn how to view affinity programs, interest information, activities, award information, involvement, and publication information.
Free
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Maintaining Education and Other Attributes (CRM Advance)Course

Do you need to track additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to maintain education and other attributes.
Free
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Viewing Education and Other Attributes (CRM Advance)Course

Do you need to look up and view additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to view education and other attributes.
Free
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Maintaining Research Information (CRM Advance)Course

Do you research your prospects? Do you want to maintain asset, wealth, and rating information? Learn how to maintain research information in CRM Advance.
Free
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Viewing Research Information (CRM Advance)Course

Do you need to look up and view asset, wealth, and rating information? Learn how to view research information in CRM Advance.
Free
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Maintaining Prospect Information (CRM Advance)Course

Ready to create a new prospect, assignment, or proposal? Learn how to add and maintain prospect information.
Free
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Viewing Prospect Information (CRM Advance)Course

Do you need to view a prospect, prospect history, prospect comments, assignments, or a proposal? Learn how to view prospect information.
Free
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Maintaining Designations (CRM Advance)Course

Do you want to ensure that the gifts made to the institution are spent according to the wishes of the donors? Learn how to create, maintain, and track designation information.
Free
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Maintaining Giving Groups (CRM Advance)Course

Do you ever encounter groups such as married couples, organizations, siblings, or family foundations who would like to contribute to your institution as a group? Learn how to create and maintain giving groups.
Free
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Entering Pledges (CRM Advance)Course

Ready to enter pledge payments? Learn how to enter pledges from a single donor or a giving group. Also learn how to maintain multiple designation pledges.
Free
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Entering Gifts and Pledges Payments (CRM Advance)Course

Ready to enter gift and pledge payments? Learn how to enter contributions from a single donor or from a giving group. Also learn how to enter gift-in-kin, securities, or insurance contributions.
Free
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Entering Matching Gifts and Expectancies (CRM Advance)Course

Does your institution accept matching gifts from a donor’s employer or other organization? Learn how to enter and maintain a match expectancy.
Free

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