CRM
Advise Training Guide
Adding a Task
If you connect with a
student who notifies you that they do not intend to move forward at SUNY Empire
or would like to withdraw, please add a task to their Activities Section on
their record.
Scroll down on the student
record until you reach the ‘Activities’ section and click on ‘Add Task.’
Add the following to the
subject line:
You do not need to
complete the ‘Due’ or ‘Priority’ fields and click ‘OK’ once done.
After clicking ‘OK’ the
task will look as follows:
Click ‘Complete’ to mark
the task Complete.
For assistance, please
contact Van White via Teams or email at van.white@esc.edu.
(Adding a task |
version 1.0 | 08/25/2022)