Overview
The Constituent Relationship Management (CRM) system manages relationships and interactions with constituents and potential constituents. At JMU, this includes groups such as current students, applicants, alumni, campus partners, employees, and affiliates. Implementation of the CRM is currently underway. More information can be found on the Reengineering Madison project site.
Who can use this Service?
How can I get this Service?
Student access is provided automatically, which will take place through MyMadison Connect. Employees must request access.
Where can I get Help/Support?
- Advisor CRM Quick Start Guide
- CRM Student Success Training Guide (Advisors)
- Working with Cases in the CRM (Advisors)
- Information Technology Help Desk at (540) 568-3555, IT Service Portal or helpdesk@jmu.edu
FAQs
As an advisor, if I want multiple appointment types/lengths available for students to schedule with me, do I need to set up separate availability for each one?
Yes. For instance, if you want to have both 15-minute and 30-minute appointment types available for students to schedule, then you need to set up availability for each appointment type separately in the Availability section in the CRM.
Can students schedule appointments with an advisor that is not assigned to them?
Yes, but the advisor must set up their availability using the Appointment URL feature. This will generate a hyperlink that non-advisees can use to schedule appointments with non-advisors in MyMadison Connect. Students cannot schedule appointments in MyMadison Connect with non-advisers without an Appointment URL. Note: if the advisor would like non-advisees to schedule both in-person and virtual appointments, then a separate URL must be created for each.
If I have a meeting pop up during my availability, how do I block off that time so that students do not schedule an appointment then?
We recommend that all advisors connect the CRM to Microsoft Outlook. By doing so, any meeting that gets scheduled on your Outlook calendar automatically removes that time from being available for students to schedule appointments in MyMadison Connect.
Can I generate a transcript in the CRM?
Yes. You can generate a transcript and a Academic Advisement Report (AAR) in the CRM.
What if I have a question not listed above?
Please contact the IT Help Desk at (540) 568-3555 or email helpdesk@jmu.edu
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