Advisors
7 articles
articles
- Viewing My Advisee ListThe My Advisee List (also labeled My Assigned Tutees) displays all students currently assigned to you for advising, tutoring, or academic support. This section…Updated 11 Nov 2025 · 1 min read
- Creating and Managing IndicatorsThe Indicators section in CRM Advise helps advisors identify and monitor important academic or behavioral patterns that may affect a student’s success such as…Updated 11 Nov 2025 · 2 min read
- Assigning and Tracking TasksTasks in CRM Advise help advisors organize, assign, and monitor actionable items for themselves. They serve as reminders for follow-ups, student…Updated 7 Nov 2025 · 3 min read
- Creating and Managing CasesCases in CRM Advise are used to manage long-term or complex advising matters that require follow-up, documentation, and collaboration. Accessing Case…Updated 11 Nov 2025 · 2 min read
- Using AlertsAlerts provide real-time notifications for items that need your attention. They help you stay on top of important items. Alerts are created automatically by…Updated 5 Nov 2025 · 2 min read
- My ActivitiesThe My Activities panel in CRM Advise helps you record and manage all advising-related interactions and communications in one place. It provides a clear…Updated 6 Nov 2025 · 1 min read
- View My Calendar and Manage AppointmentsThe Calendar provides an at-a-glance view of your scheduled advising sessions, tutoring appointments, and personal reminders. Use it to create, edit, and…Updated 6 Nov 2025 · 3 min read