[civsa] Using SLATE for events

[Shanna Pomager]

Ania,
Not sure you got any responses to this. I don’t know all the workings behind reporting, but we are able to pull a student’s status when they check in as part of our check-in query through application history and we also have a status column (that only tells you if they are an inquiry vs applicant). If you need help with this, let me know and I can get you in touch with our CRM person.

Shanna Pomager
Sr. Associate Director of Admission & Campus Visit Manager
Undergraduate Admission
DU Alumna 1999 BA, 2008 MA
303-871-7645 | Shanna.Pomager at du.edu<mailto:Shanna.Pomager at du.edu> | www.du.edu/admission<http://www.du.edu/admission>

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From: listserv [mailto:listserv-bounces at civsa.org] On Behalf Of Greiner, Ania
Sent: Tuesday, January 24, 2017 12:04 PM
To: listserv at civsa.org
Subject: [civsa] Using SLATE for events

Hello! We are in the process of setting up Slate as our new CRM and have some questions/issues with the events portion. Slate is great with the student-facing portal and registering for events. But we were also hoping to use the system to manage events on the back end. Specifically, we’d like to do these things:

-          Assign an event to multiple staff members (and not just an “owner”). We often have several officers attend our college fairs.

-          Show additional student info on the check-in list. We like to know a student’s status as we’re checking them in (especially if they’re admitted), and where they’re from.

Any suggestions or work-arounds for these issues? If you do use Slate to manage your college fairs on the back end, would you be available for a quick phone chat with me and our director of operations?

Thanks!
Ania

____________________________
Ania Greiner
Director of Enrollment Events & Services
Columbia College Chicago
600 S. Michigan Avenue
Chicago, IL 60605
312-369-7034
pronouns: she/her/hers

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