CRM - Editing and Removing Program Offerings


2018

CRM - Editing and Removing Program Offerings

Edit a Program Offering

Login to the workforce CRM.

https://recruiter.mc3.edu/coned

1.  Open an advanced find by clicking on the Filter button.

     Filter button

2.  Change the Look For to M45Programs.

     Look For field

3.  Change the Use Saved View to Active M45Programs.

     Used Saved View field

4.  Select Results.

     Results button

5.  Notice there are duplicate options because there are two different training intents Company and Individual.

     Results page

6.  Select the title of the program you would like to change.

7.  Enter all the fields required as denoted by the *.

     New M45 Program page field entries

Note: If you want to program to show on both options you will need to create two programs and select each training intent.

6.  Select Save and Close when you are finished setting up the program.

Remove a Program Offering

ogin to the workforce CRM.

https://recruiter.mc3.edu/coned

1.  Open an advanced find by clicking on the Filter button.

     Filter button

2.  Change the Look For to M45Programs.

     Look For field

3.  Change the Use Saved View to Active M45Programs.

     Used Saved View field

4.  Select Results.

     Results button

5.  Notice there are duplicate options because there are two different training intents Company and Individual.

     Results page

6.  Select the title of the program you would like to remove.

     Program selection

7.  Click Deactivate on the ribbon, and the program will be removed from the inquiry form.

     Deactivate button on the ribbon



Article ID: 3786
Created On: Wed, Oct 31, 2018 at 2:37 PM
Last Updated On: Wed, Jan 26, 2022 at 10:08 AM

Online URL: https://kb.mc3.edu/article/crm-editing-and-removing-program-offerings-3786.html