On-Demand Courses for CRM Advance

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Course Summary Duration Access Required Action
Navigating Ellucian CRM Advance
Navigating Ellucian CRM Advance In this course you learn how to navigate in Ellucian CRM Advance. 10 minutes free view course
Reviewing Dashboards in Ellucian CRM Advance In this course you learn how to navigate in Ellucian CRM Advance. 27 minutes free view course
Working with Biographic/Demographic Information
Maintaining Constituent Information In this course you learn how to maintain constituent information. 15 minutes free view course
Viewing Constituent Information In this course you learn how to view constituent information. 15 minutes free view course
Setting Up the Name Pattern Generator In this course you learn how to set up the name pattern generator. 15 minutes free view course
Maintaining Name Information In this course you learn how to maintain name information. 7 minutes free view course
Viewing Name Information In this course you learn how to maintain name information. 7 minutes free view course
Maintaining Contact Information In this course you learn how to maintain contact information. 30 minutes free view course
Viewing Contact Information In this course you learn how to view contact information. 12 minutes free view course
Maintaining Employment Information In this course you learn how to maintain employment information. 12 minutes free view course
Viewing Employment Information In this course you learn how to view employment information. 5 minutes free view course
Maintaining Relationships In this course you learn how to maintain relationships. 22 minutes free view course
Viewing Relationships In this course you learn how to view relationships. 12 minutes free view course
Maintaining Involvement/Participation In this course you learn how to maintain involvement/participation. 20 minutes free view course
Viewing Involvement/Participation In this course you learn how to view involvement/participation. 14 minutes free view course
Maintaining Education and Other Attributes In this course you learn how to maintain other attributes. 21 minutes free view course
Viewing Education and Other Attributes In this course you learn how to view other attributes. 16 minutes free view course
Managing Prospects
Maintaining Research Information In this course you learn how to maintain research information. 14 minutes free view course
Viewing Research Information In this course you learn how to view research information. 12 minutes free view course
Maintaining Prospect Information In this course you learn how to maintain prospect information. 23 minutes free view course
Viewing Prospect Information In this course you learn how to view prospect information. 15 minutes free view course
Managing Contributions - Pledges
Maintaining Designations In this course you learn how to maintain designations. 23 minutes free view course
Endowment Stewardship In this course, you learn how to manage endowment stewardship from capturing stewardee relationships to managing the endowment report activities. 12 minutes free view course
Maintaining Giving Groups In this course you learn how to maintain giving groups. 13 minutes free view course
Entering Pledges In this course you learn how to enter pledges. 28 minutes free view course
Entering Gifts and Pledges Payments In this course you learn how to enter gifts and pledge payments. 50 minutes free view course
Entering Matching Gifts and Expectancies In this course you learn how to modify contribution data. 12 minutes free view course
Modifying Contribution Data In this course you learn how to modify contribution data. 35 minutes free view course
Maintaining Gift Societies In this course, you learn how to maintain gift societies. 30 minutes free view course
Viewing Contribution Data In this course you learn how to view contribution data. 11 minutes free view course
Campaign Maintenance In this course, you learn how to create and maintain campaigns from creating a new campaign to tracking progress towards campaign goals. 17 minutes free view course
Managing Memberships
Setting Up Membership Programs and Levels In this course you learn how to set up membership programs and levels. 8 minutes free view course
Premium Maintenance In this course, you learn how to set up and track premiums. 15 minutes free view course
Managing Dues Payments In this course you learn how to enter and maintain dues payments. 33 minutes free view course
Managing Memberships In this course you learn how to enter and manage memberships. 24 minutes free view course
Viewing Membership Inquiry Forms In this course you learn how to view membership inquiry forms. 15 minutes free view course
Moves Management
Moves Management In this course, you learn how to enter and complete various activities associated with moves management. 30 minutes free view course
Communications
Managing Campaigns In this course, you learn about managing campaigns. 11 minutes free view course
Communication Plans In this course you learn how to create and manage communication plans. 18 minutes free view course
Marketing Lists In this course, you learn how to create and manage marketing lists. 12 minutes free view course
Managing Appeals In this course, you learn how to create and manage appeals. 7 minutes free view course
VSE Reporting
VSE Reporting In this course, you learn about VSE reporting. 7 minutes free view course
Duplicate Merging
Duplicate Merging In this course, you learn about duplicate merging. 6 minutes free view course
Constituent Experience
Constituent Experience In this course, you learn about the Constituent Experience. 7 minutes free view course