CRM
Advise Training Guide
Adding a Phone Call to the
Student Record
Once on the student
record, scroll down halfway down the page and you’ll see the activities box.
To add a Phone Call, click
the grid icon highlighted below. Avoid clicking the ‘Add Phone Call’ option
crossed off in red as it does not allow you to enter an activity code.
After clicking the grid
icon, you’ll be brought to the following screen. Click on ‘New Activity’ and
then click on ‘Phone Call.’
After you select ‘Phone Call,’ a new pop up will appear. The student’s name
will populate in the Recipient field. Select the proper activity code and any
notes if necessary.
Once done, be sure to click ‘Save’ and then ‘Mark Complete.’ ‘Saving and
Closing’ the alert does not complete it; it just saves it and closes it from
view.
Upon clicking marking your
alert complete, you will then see the Phone Call activity listed in the
student’s activity box like so:
You can click the phone
icon to view the phone call activity in detail if needed. Click the ‘x’ in the
right-hand corner to return to the student’s record.
To return to your
dashboard, you can click on the SUNY Empire logo in the left-hand corner, or by
clicking the ‘x’ in the right-hand corner, you’ll return to the search option.
To leave the search view, click on the logo again – which will bring you back
to your dashboard.
(adding a phone call to a
Student Record | Version 1.0 | 08/25/2022)