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CRM Tools and Resource

Training Modules

CRM Advance: Navigation
CRM Advance: Views

March 2022 – Prospect Management and Research: Activity Reports Update

Audience

  • 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)

    screenshot of CRM

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

Data and Prospects Request

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

 

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Report Request

Request University Advancement constituent data.

 

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Records Information Release Policy and Confidentiality Statement Form

Required to access information maintained by UI Advancement.

 

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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