University of Idaho - I Banner
A student works at a computer


U of I's web-based retention and advising tool provides an efficient way to guide and support students on their road to graduation. Login to VandalStar.

CRM Tools and Resource

Training Modules

CRM Advance: Navigation
CRM Advance: Views

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 and Save 2. Add Activity Participation)

    Screen Shot of CRM step one summary highlighted, step two activity participation highlighted.

The change

  • 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.

    Screenshot of CRM with step one summary highlights, and owner tab highlighted as automatically being added upon saving.

Data and Prospects Request

Responsible for entering, storing, securing, maintaining and retrieving most of the data related to University of Idaho’s Alumni, supporters, donors and internal operations.


Request Service

Report Request

Request University Advancement constituent data.


Request Service

Records Information Release Policy and Confidentiality Statement Form

Required to access information maintained by U of I Advancement.


Request Service

Contact Us

Advancement Services

Physical Address:

1150 Blake House
University of Idaho
Moscow, ID 83844-3302

Mailing Address:

875 Perimeter Dr MS 3302
Moscow, ID 83844-3302

Phone: 208-885-6155