MCCC Knowledge Base

Manually adding activities to contacts

2018

Manually adding activities to contacts

If Marketing or other materials are sent to contacts but not sent through the CRM, you will need to follow these instructions to mark all appropriate contacts/records as receiving the information.

  1. Login to https://recruiter.mc3.edu/CONED 

  2. Open Advanced Find. 

       Advanced find filter button

  3. Change the  to Contacts

  4. Edit the filter criteria to match the criteria used when exporting the contact list

    If you are unable to add criteria, click the   button

    For example, select active contacts that have an email address 

  5. Click  

  6. Select All Records by clicking the  in upper left corner
  7. Click 

  8. Select 
  9. Follow the prompts through the Quick Campaign wizard.

    If the activity was an email, select Letter as the activity or the system will attempt to send email.

Attached Files
There are no attachments for this article.
Comments
There are no comments for this article. Be the first to post a comment.
Name
Email
Related Articles RSS Feed
CRM - Create Program Offerings on the Inquiry Form
Viewed 2757 times since Wed, Oct 31, 2018
CRM - Editing and Removing Program Offerings
Viewed 2827 times since Wed, Oct 31, 2018
Create a CRM Contact Record
Viewed 2760 times since Tue, Oct 30, 2018
Configuring Dynamics CRM - Workforce
Viewed 3750 times since Fri, Nov 17, 2017
CRM Opportunities
Viewed 2815 times since Tue, Oct 30, 2018
Configuring Dynamics CRM - Admissions
Viewed 3924 times since Tue, Jun 20, 2017
Create a CRM Account Record
Viewed 2731 times since Tue, Oct 30, 2018
Reviewing and Managing a Duplicate Detection Job
Viewed 4134 times since Thu, Mar 9, 2017

Need Help?