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Anyone using Admissions as a CRM tool? How do you accomplish recurring actions?

Last post 11-25-2011 6:09 AM by Toly. 1 replies.
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  • 06-30-2009 8:58 AM

    • Kirstie Conklin
    • Not Ranked
    • User Since: 4/09
    • Posts 3
    • Organization: American Education Group
    • Products:  The Education Edge

    Anyone using Admissions as a CRM tool? How do you accomplish recurring actions?

    Reply Contact

    Say for example, in Checklist you have 'Follow-up Call,' and your rule is 3 calls and they move to Fall Out (no response from attempted contacts)... How could you automate this?

     Is anyone using this software this way?

    Would you be willing to share?

  • 11-25-2011 6:09 AM In reply to

    • Toly
    • Not Ranked
    • Posts 3
    • Organization: American University in Bulgaria - Bulgaria Office
    • Products:  Blackbaud NetCommunity, Blackbaud Student Information System, The Education Edge

    Re: Anyone using Admissions as a CRM tool? How do you accomplish recurring actions?

    Reply Contact

    SIS is not working well as an automated CRM.  If you add a rule for each checklist item, they are not easy to delete and hard to update en mass. Easier to just do it by hand.

    However, see this post for attempts at CRM:

     

    http://forums.blackbaud.com/forums/p/12277/42557.aspx#42557

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