Community Education Overview
The Community Education module is versatile enough to be used for a variety of purposes, including: A feature of this module is...
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Community Education
These articles describe the use of the Community Education module.
This module is designed to assist any organisation operating forums, training and education activities record group attendance and session details.
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Create a Community Education Activity
Creating a Community Education Activity allows you to capture information about offered programs. Instructions Step 1. Log into your CRM... -
Add a Regular Attendee – Community Education
Adding a Regular Attendee to a Community Education Activity lets you track who is interested in an activity. You are... -
Withdrawn Field
The Withdrawn field on the Regular Attendee record allows you to exclude Regular Attendees from the Nominated Attendees multiselect on... -
Create a Community Education Session
Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of... -
Record Community Education Session Evaluation
Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of... -
Session Attendance – Demographics
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Community Education Statistics Report
The Community Education Statistics Report provides you with a breakdown by session type, and a detailed session list outlining dates, number of...