CRM Tools and Resource
March 2022 – Prospect Management and Research: Activity Reports Update
- CRM Users entering Activity Reports
- Development Officers receiving credit for Activity Reports
What Needed Changing?
- A two-step process was previously required (1. Enter Activity report & Save 2. Add Activity Participation)
- Step 1 is the same (fill out the required fields). The previous 2nd step is now automatically added. The “owner” (upper right corner) is automatically added to the “Activity Participation” box upon saving via the 1st step.
Request University Advancement constituent data.