CRM Advise Training Guide
Finding and reviewing a student record
In the top right corner, you’ll see the following icons:
You can enter first and last names or a Banner ID into the search function to pull up a student. After hitting enter, their record will load.
Click on their name to view the student’s record.
There are a couple different views that staff can toggle between on the student’s record. The one we use the most is the ‘ESC Student’ view. Make sure to switch this to ESC student if another view is listed.
For assistance, please contact Van White via Teams or email at van.white@sunyempire.edu
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