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Managing Applications (Recruit 3.6-3.8)Course

Do you manage applications? Learn how to defer applications, create deadlines, and configure application display for online applications.
Free
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Managing Campaigns and Communications (Recruit 3.0-3.8)Course

In this course you will learn how to manage campaigns and communications using multiple different methods.
Free
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Managing Duplicate Detection and Imports (Recruit 3.5-3.8)Course

Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs.
Free
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Managing Web Forms and Applications (Recruit 4.0)Course

This course contains a series of lesson on how to manage web facing forms and applications.
Free
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Managing Opportunities and Recruitment Goals (Recruit 4.0)Course

This course contains information on managing opportunities and recruitment goals.
Free
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Managing and Processing Applications (Recruit 4.0)Course

This course contains information on managing applications.
Free
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Managing Communications (Recruit 4.0)Course

This course contains information on managing campaigns and communications.
Free
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Managing Campaigns (Recruit 4.0)Course

This course contains information on managing campaigns and communications.
Free
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Managing Imports (Recruit 4.0)Course

This course contains a series of lessons on how to set up and import data.
Free
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Managing Events, Dashboards, and Reporting (Recruit 4.0)Course

This course contains information on managing travel and events.
Free
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Managing Duplicate Detection (Recruit 4.0)Course

Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs.
Free
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Completing a Mail Merge (Recruit 4.0)Course

Do you print and mail out paper letters with personalized greetings? Learn how to use the mail merge dashboard to send personalized letters to prospective students.
Free
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Managing Telecounseling (Recruit 4.0)Course

Do you want to call prospective students as part of your communications? Connect with inquiries and prospects personally using a telemarketing campaign.
Free
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Using the Agent Functionality (Recruit 4.5)Course

Is your institution recruiting international students? Learn how to connect with agents representing prospective international students.
Free
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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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