[Agvisors] CRM-Salesforce follow-up

[Landeen, Kathleen A - (klandeen)]

Can Major/Minor advising be split into two separate categories:  Major Advising; Minor Advising?


Can Senior Check be added as a category?  Or would that be listed under forms for the DAW?

________________________________
From: Agvisors <agvisors-bounces at list.cals.arizona.edu> on behalf of Buhrow, Danielle Pilar - (danielleb) <danielleb at email.arizona.edu>
Sent: Wednesday, February 13, 2019 5:01:26 PM
To: agvisors at list.cals.arizona.edu
Subject: [Agvisors] CRM-Salesforce follow-up


All,



Regarding the points brought up yesterday in our Agvisors meeting in regards to the CRM-Salesforce platform:

·       Confirmation that the time set for appointments will be noted that it is “Arizona time” and not Mountain Standard Time verbiage.

·       SalesForce and Outlook talking to each other is not likely.  Per Meredith Aronson “2-way integration is a holy grail of calendaring and not done well with any available tool  You would manage appointments in Outlook but anything with students would happen in Salesforce.  All appointments woudl be visible in Outlook but you would manage appointment/availability for students in Salesforce.  You would manage each type of interaction in the appropriate tool.  That really is the best we can do for MVP.”

·       Per Meredith, regarding Student Center notices/to-do items into the platform:  “intent is to bring in service indicators (question might be whether we limit them to holds?)”





Please see the below item and respond as you would like and I will report the feedback to “The Engine” group.



What do you think of these categories for students to choose from for appointments?

Any to add?  If any to remove?  Please provide your rationale for any additions/removals.



·       Hold on UAccess

·       Class Planning

·       Academic Eligibility/Agreement

·       Major/Minor Advising

·       Premajor Advising

·       Major Exploration

·       Declare Major/Minor

·       Advanced Standing

·       Study Abroad

·       Internships/Research/Engagement

·       Career and Professional Development

·       Transfer Advising

·       Graduation

·       Honors

·       Pre-Health/Pre-Law

·       Forms (List Form Title in Details)

·       Other (Provide Specifics in Details)





Best,



Danielle Buhrow

Senior Academic Advisor I & Graduate Program Coordinator

McClelland Park 308A

520-621-2421

http://cals.arizona.edu/arec<http://cals.arizona.edu/arec/>/

See my weekly advising availability by clicking here<https://eagle.sbs.arizona.edu/advising/student/login.php>
“Like” our Undergrad Facebook page!<https://www.facebook.com/ARECWildcats/>

Pronouns: She/Her/Hers
http://diversity.arizona.edu/

[AREC_6_2016_PRIMARY_email]


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