PCUG Discuss – CRM Discussion

PCUG Discuss – CRM Discussion
Discuss CRM options and what others have implemented

Wednesday, May 24, 2017 2:00PM EST.

Registration:  https://www.eventbrite.com/e/pcug-discuss-crm-discussion-tickets-34700619487?ref=estw

Recording:  PowerCampus Users Group’s Discuss – CRM with Western-20170524 1744-1.arf

We have several starter questions we plan to ask the group concerning CRM on your campus:

1. What package is everyone currently using?

2. At what point does the prospect move from the CRM to a student in Powercampus?

3. Who manages the CRM environment on your campus?

4. Is your recruitment staff included in your Admissions department?

5. Does the CRM interact with your student Portal?

6. If you have a CRM – how many staff are required to maintain it?

This will be a great discussion, don’t miss it.

PCUG Discuss – Preferred Name Changes

PCUG Discuss-Meeting Preferred Name-Change Needs in Power Campus-Grades, Transcripts, Financial Aid, & IDs. Our presenter Justin Selph will discuss how Ringling College managed the process of implementing a successful preferred name policy and the obstacles they encountered along the way.

Wednesday, April 26, 2017 2:00PM EST.

Registration:  https://www.eventbrite.com/e/pcug-discuss-preferred-name-changes-tickets-32817018586

Webex:  https://meetings.webex.com/collabs/#/meetings/detail?uuid=M640QDDO1S7QZ6AAVBIXWDF3N2-4O2&rnd=834116.35387

Meeting Documents
PowerPoint: PCUG Discuss PowerPoint
Preferred Name Change form: Preferred Name Form
Preferred Name Policy: Preferred Name Policy

PCUG Discuss – 1098T

View the recording here:  https://meetings.webex.com/collabs/url/s25g04oqaQEThYEiqDRagcMyMXWu8RJt4yrxrYRNK_q00000

Here is an excel file:  calculation-worksheet-based-on-proposed-regulations

The PowerCampus Users Group will be hosting our next PCUG Discuss online gathering on February 22nd at 2pm Eastern Time. Join our presenter Wyatt Best for a discussion on 1098-T processing. This discussion will overview recent regulatory changes, clarify requirements for 2016 processing, and review known PowerCampus defects that affect processing.  We will also discuss the benefits of 3rd-party providers and solicit feedback from any schools using the new electronic delivery feature in Self-Service.

When: February 22, 2017 at 2-3pm EST

Cost: Free

Register and add this event to your calendar: https://www.eventbrite.com/e/pcug-discuss-1098t-tickets-32002390010

Webex Meeting Link:  https://meetings.webex.com/collabs/meetings/join?uuid=M8P06PV2NYD364E8U6YCQA1U2Z-4O2