Customer Relationship Management

Customer Relationship Management (CRM) is an optional module that allows you to track all contacts you have with individuals interested/involved in your programs, and with your faculty members. Log all personal contacts and phone calls you have with individuals. You can also log mailings (when printing mailing labels from Student Manager) and emails (when using the Email Module). View all contacts with individuals from their record or generate reports of contacts made from the main Student Manager reporting system.

With the CRM module, you can log entries in various ways:

Log contacts with individuals by pressing Alt+F12 when the individual's record is open.
Log the printing of Mailing Labels with the Record CRM Entry option on the Mailing Labels Report Options screen.
Log emails sent to individuals and instructors.