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.’
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Add the following to the
subject line:
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You do not need to
complete the ‘Due’ or ‘Priority’ fields and click ‘OK’ once done.
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After clicking ‘OK’ the
task will look as follows:
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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)