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CRM Tools and Resource

Training Modules

CRM Advance: Navigation
CRM Advance: Views

March 2022 — Prospect Management and Research: Activity Reports Update

Audience

  • CRM Users entering Activity Reports
  • Development Officers receiving credit for Activity Reports

What Needed Changing?

  • A two-step process was previously required (1. Enter Activity report and Save 2. Add Activity Participation)

    Screen Shot of CRM step one summary highlighted, step two activity participation highlighted.

The change

  • Step 1 is the same (fill out the required fields). The previous 2nd step is now automatically added. The “owner” (upper right corner) is automatically added to the “Activity Participation” box upon saving via the 1st step.

    Screenshot of CRM with step one summary highlights, and owner tab highlighted as automatically being added upon saving.

Data and Prospects Request

Responsible for entering, storing, securing, maintaining and retrieving most of the data related to University of Idaho’s Alumni, supporters, donors and internal operations.

 

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Report Request

Request UI Foundation constituent data.

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Records Information Release Policy and Confidentiality Statement Form

Required to access information maintained by UI Foundation.

 

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Campus Locations

Physical Address:
Bruce M. Pitman Center
875 Perimeter Drive MS 4264
Moscow, ID 83844-4264
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uidaho.edu

Phone: 208-885-6111

Fax: 208-885-9119

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