Job Aids – Admissions
CRM Online Marketing
- CRM Online Marketing Terminology
- Building a Dialog Framework
- Creating an Email Document
- Creating a Web Document
- Creating, Setting-up, and Using a Web Template
- Creating an Audience using Audience Builder
- Creating an Audience using PS Query
- Designing a Dialog Flow
- CRM Online Marketing HTML & Email Tips
Prospects (CRM)
- Call Report
- Entering a New Contact Cards
- Search Person
- Sending Emails Using Templates
- Sending Free Text Emails
- Viewing Checklists Communications and Comments
Applicants
- Search/Match
- Add Application Manually
- View Application, Test Credit Summaries
- Update Checklist Items (By Person)
- Admit Applicant Manually
- View Communications
- Update Application Bio Demo Information
- Update Application Information
Admits
- Add Administrative Checklist to a Person
- Add Student to Student Group
- Cancel Graduate Application
- Cancel Undergraduate Application
- Manual Pre-registration Process
- Remove Student from Student Group
- Updating PSEOA Students to Degree Seeking
Transfer
- Add Degree Audit Cover Letters to Communication
- Enter Test Credit - Manual
- Enter Transfer Credit
- Request Prospect Advisement Report
- Request Transfer Summary Batch Report
- View Test Credit
- View Transfer Credit
- Transfer Credit Set Up
- Viewing Transfer Credit Equivalents
Secondary Users
- Admissions Secondary Users Quick Reference for View Only
- View Application, Test Credit Summaries (coming soon)
Misc
- Accessing Campus Solutions
- Add Service Indicator to a Student
- Creating External Organizations
- Enter Comments for an Individual
- Online Application Tips
- Online Application for Admission Tutorial
- Password Reset
- Print Individual Applications
- Remove Service Indicator from a Student
- Resolve Multiple IDs
- Run Existing Query Using Query Viewer