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<p style="margin-top:0;margin-bottom:0">For me, the downside of putting degree audits under 'Graduation' is that some students come in to ask where graduation is or how to find information on the CALS graduation or where to get a cap & gown or similar questions
 that take less than a minute to answer, versus the Degree Audit Worksheet for which I require that they send me verification of the CALS exit survey in advance of their appointment.</p>
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<p style="margin-top:0;margin-bottom:0">Currently, in Wise Advising students at least have to write down what they are coming in for when they schedule an appointment, and are very specific - saving me time when preparing for appointments.  What is proposed
 by CRM, especially condensing categories, would be less efficient for me.  I like the idea of including drop-downs under general topic areas. I also thought Study Abroad should be included under Student Engagement.<br>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> Rodriguez Lorta, Nancy G - (nancyr)<br>
<b>Sent:</b> Thursday, February 14, 2019 8:59:13 AM<br>
<b>To:</b> Buhrow, Danielle Pilar - (danielleb); Linares-Gaffer, Ashlee L - (alinares); Landeen, Kathleen A - (klandeen)<br>
<b>Cc:</b> agvisors@list.cals.arizona.edu<br>
<b>Subject:</b> Re: [Agvisors] CRM-Salesforce follow-up</font>
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<div dir="auto">Thanks again Danielle for the detailed summary.
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<div>Great feedback shared, keep it going.</div>
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<div>The intent is to condense the list but the group is also open to making it work for all, hence the detailed feedback is appreciated. Degree audits should be covered in Graduation.</div>
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<div>The pre-major, major may be confusing since not all students are aware of the differences but that’s speaking to many things in place.  Good thing it’s mainly the same Advisor that sees students for either category; at least the case in CALS.  </div>
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<div>The student group is in the works (prospective vs. current) from what I understood. This would address the transfer category suggestion. </div>
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<div>As a side reminder, please also send me feedback on the probation policy proposal by this Friday at noon.  I’ll send a separate email with this reminder. Proposal documents are in the Box folder.  </div>
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<div><span style="background-color:rgba(255,255,255,0)">Thanks again to all.</span></div>
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<div>Best,</div>
<div>Nancy<br>
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<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><span style="background-color:rgba(255,255,255,0)">Nancy G. Rodriguez-Lorta, M.Ed. | SeniorDirector, Advising and Student Services<br>
UA College of Agriculture and Life Sciences | Office of Career & Academic Services</span></p>
<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><span style="background-color:rgba(255,255,255,0)">Forbes Room 203 | <a href="" dir="ltr" style="">PO Box 210036 |Tucson, AZ 85721-0036</a></span></p>
<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><span style="background-color:rgba(255,255,255,0)">Phone: 520-621-3616 | Fax: <a href="tel:(520)%20621-8662" dir="ltr" style="">(520) 621-8662</a></span></p>
<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><span style="background-color:rgba(255,255,255,0)">Website: <a href="http://cals.arizona.edu/students/advising" dir="ltr" style="">cals.arizona.edu/students/advising</a></span></p>
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<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><b style="background-color:rgba(255,255,255,0)">The University of Arizona</b></p>
<p class="x_x_MsoNormal" style="margin-top:0px; margin-bottom:0px"><b style="background-color:rgba(255,255,255,0)">Arizona's Land-Grant University</b></p>
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<p class="x_MsoNormal" style="margin:0in 0in 0.0001pt"><i style="background-color:rgba(255,255,255,0)">Reasons reap results - J. Kwik</i></p>
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On Feb 14, 2019, at 8:38 AM, Linares-Gaffer, Ashlee L - (alinares) <<a href="mailto:alinares@email.arizona.edu">alinares@email.arizona.edu</a>> wrote:<br>
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<p class="x_MsoNormal"><span style="color:#1F497D">Hi Danielle,</span></p>
<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoNormal"><span style="color:#1F497D">I wasn’t able to attend the meeting but I am glad that the University is moving forward with a scheduling tool because Wise Advising has serious limitations.
</span></p>
<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoNormal"><span style="color:#1F497D">I am not sure if this is being considered but it would be nice if students could select a category and also write a comment with a little bit more detail on why they are requesting a meeting.
</span></p>
<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoNormal"><span style="color:#1F497D">I also think this list of categories is very long and should be consolidated a bit. Students just start clicking when they are given too many options. I think any redundancy in the categories should be minimized
 or the categorization will be less meaningful for retroactive analysis of appointment types. It would also be nice if the student could select if they are a transfer student, pre-major, major, minor, or “not a major” as a separate drop down before they select
 the reason for their appointment. That would eliminate the need for categories for transfer student, pre-major, major/minor advising categories and would help minimize the number of categories on the appointment type list. For example, it would be nice to
 know if someone is a transfer student AND if they want help with their schedule or if they are exploring the major, etc. I see it as separating the student population from the appointment type and I think the two are sort of blended on the list below. 
</span></p>
<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Hold on UAccess</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Class Planning</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Academic Eligibility/Agreement</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Major Exploration</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Declare Major/Minor</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Internships/Research/Engagement/<span style="color:red">Study Abroad</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Career and Professional Development</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Graduation</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Honors<span style="color:red">
</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Forms (List Form Title in Details)</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Other (Provide Specifics in Details)</span></p>
<p class="x_MsoListParagraph"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><b><span style="font-size:12.0pt">Recommend adding:</span></b></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><b><span style="font-size:12.0pt; color:red">Scholarships and Financial Aid-</span></b><span style="font-size:12.0pt; color:red"> Many students come to their advisor for ideas on where to look for discipline specific scholarships, navigating
 financial aid and on-campus offices etc. It seems like this category will be highly utilized.
</span><span style="font-size:12.0pt"></span></p>
<p class="x_MsoListParagraph"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><b><span style="font-size:12.0pt">Recommend removing from appointment reason list and replacing with a student population question so the student can identify whether they are a: pre-major, major, not a major, transfer student, minor</span></b></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Transfer Advising- <span style="color:red">
Can this be eliminated and moved into a student group question? (select transfer, pre-major, major, minor, not a major)</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Major/Minor Advising- <span style="color:red">
Does this need to be here? This list includes virtually every reason a major or minor would need to come in for advising with regard to their program, and then there is an “other” category to catch miscellaneous things.
</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Premajor Advising- <span style="color:red">
Does this need to be here? Same comment as above for major/minor advising. </span>
</span></p>
<p class="x_MsoListParagraph"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><b><span style="font-size:12.0pt">Recommend removing:</span></b></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Advanced Standing<span style="color:red">-I don’t think the vast majority of students will know what this means. Relatively few programs have an advanced standing requirement and it seems like these appointments
 would fall under “class planning” or could be described in “other”</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Study Abroad- <span style="color:red">
Could study abroad get added to the engagement category? Again, this list of categories is very long and study abroad fits within the student engagement theme.
</span></span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Pre-Health/Pre-Law- I <span style="color:red">
don’t think this requires a separate category. If the student is scheduling with a pre-health or pre-law advisor, they are still going to have a reason for their visit that could be reflected in the appointment type. If the student is their major advisor, the
 major advisor will be doing career advising/professional development which has a spot on the list already.
</span></span></p>
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<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoNormal"><span style="color:#1F497D">Thank you for collecting input and sharing it with the group,</span></p>
<p class="x_MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="x_MsoNormal"><b><u><span style="font-size:14.0pt; font-family:"Ink Free"; color:#339933">Ashlee Linares-Gaffer, MS, RDN</span></u></b></p>
<p class="x_MsoNormal"><b><span style="font-size:10.0pt; font-family:"Century Gothic",sans-serif; color:#339933">Assistant Professor of Practice | ISPP Dietetic Internship Coordinator</span></b></p>
<p class="x_MsoNormal"><span style="font-size:9.0pt; font-family:"Century Gothic",sans-serif; color:#7F7F7F">Dept. of Nutritional Sciences|College of Agriculture and Life Sciences|The University of Arizona</span></p>
<p class="x_MsoNormal"><span style="font-size:9.0pt; font-family:"Century Gothic",sans-serif; color:#7F7F7F">President, Southern Arizona Academy of Nutrition and Dietetics</span></p>
<p class="x_MsoNormal"><span style="font-size:9.0pt; font-family:"Century Gothic",sans-serif; color:#7F7F7F">1177 E. 4<sup>th</sup> Street Tucson, AZ, 85721, Shantz Rm #238B</span></p>
<p class="x_MsoNormal"><span style="font-size:9.0pt; font-family:"Century Gothic",sans-serif; color:#7F7F7F">Pronouns: She/Her/Hers</span></p>
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<p class="x_MsoNormal"><b>From:</b> Agvisors [<a href="mailto:agvisors-bounces@list.cals.arizona.edu">mailto:agvisors-bounces@list.cals.arizona.edu</a>]
<b>On Behalf Of </b>Buhrow, Danielle Pilar - (danielleb)<br>
<b>Sent:</b> Wednesday, February 13, 2019 5:01 PM<br>
<b>To:</b> <a href="mailto:agvisors@list.cals.arizona.edu">agvisors@list.cals.arizona.edu</a><br>
<b>Subject:</b> [Agvisors] CRM-Salesforce follow-up</p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt">All,</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt">Regarding the points brought up yesterday in our Agvisors meeting in regards to the CRM-Salesforce platform:</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Confirmation that the time set for appointments will be noted that it is “Arizona time” and not Mountain Standard Time verbiage.</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">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.”</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">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?)”</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt">Please see the below item and respond as you would like and I will report the feedback to “The Engine” group.</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt">What do you think of these categories for students to choose from for appointments?</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt">Any to add?  If any to remove?  Please provide your rationale for any additions/removals.</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Hold on UAccess</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Class Planning</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Academic Eligibility/Agreement</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Major/Minor Advising</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Premajor Advising</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Major Exploration</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Declare Major/Minor</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Advanced Standing</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Study Abroad</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Internships/Research/Engagement</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Career and Professional Development</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Transfer Advising</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Graduation</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Honors</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Pre-Health/Pre-Law</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Forms (List Form Title in Details)</span></p>
<p class="x_MsoListParagraph" style="text-indent:-.25in"><span style="font-size:12.0pt; font-family:Symbol"><span style="">·<span style="font:7.0pt "Times New Roman"">      
</span></span></span><span style="font-size:12.0pt">Other (Provide Specifics in Details)</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="x_MsoNormal"><span style="color:#323E4F">Best,</span><span style="font-size:12.0pt; color:#323E4F"></span></p>
<p class="x_MsoNormal"><span style="color:#323E4F; background:white"> </span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F; background:white">Danielle Buhrow</span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F; background:white">Senior Academic Advisor I & Graduate Program Coordinator</span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F; background:white">McClelland Park 308A</span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F; background:white">520-621-2421</span></p>
<p class="x_MsoNormal"><a href="http://cals.arizona.edu/arec/"><span style="font-size:10.0pt; background:white">http://cals.arizona.edu/arec</span></a><span style="font-size:10.0pt; color:#44546A; background:white">/
</span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F; background:white">See my weekly advising availability by clicking</span><span style="font-size:10.0pt; color:#44546A; background:white">
</span><a href="https://eagle.sbs.arizona.edu/advising/student/login.php"><span style="font-size:10.0pt; background:white">here</span></a><span style="font-size:10.0pt; color:#44546A; background:white"><br>
</span><a href="https://www.facebook.com/ARECWildcats/"><span style="font-size:10.0pt">“Like” our Undergrad Facebook page!</span></a><span style="font-size:10.0pt; color:#1F497D"></span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; color:#323E4F">Pronouns: She/Her/Hers<br>
</span><a href="http://diversity.arizona.edu/"><span style="font-size:10.0pt">http://diversity.arizona.edu/</span></a><span style="font-size:10.0pt; color:#1F497D"><br>
</span><span style="color:#1F497D"><br>
<image001.png></span></p>
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<div dir="ltr"><span>_______________________________________________</span><br>
<span>Agvisors mailing list</span><br>
<span><a href="mailto:Agvisors@list.cals.arizona.edu">Agvisors@list.cals.arizona.edu</a></span><br>
<span><a href="http://CALSmail.arizona.edu/mailman/listinfo/agvisors">http://CALSmail.arizona.edu/mailman/listinfo/agvisors</a></span></div>
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