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Watch our recorded webinar about this topic below:Advise the Students While

student profile opens. This view provides a comprehensive summary of the student’s academic information, advising indicators, and engagement records, all in one place

The Indicators section in CRM Advise helps advisors identify and monitor important academic or behavioral patterns that may affect a student’s success such as low grades, attendance issues

Alerts to view all active and resolved alerts. Alert Types Alerts in CRM Advise can be automatically generated by the system or manually created by users, depending

progress and completion to maintain advising accountability. Maintain a transparent history of all student-related actions. Examples of tasks include: “Email academic plan to student.” “Schedule follow

Owner, Priority, and Created On details. Creating a Case To open a new advising case: From your My Advisee List, click the student’s Full Name to open their

scheduled call. Email: Send an advising-related email. Appointment: Schedule a meeting or advising session. Engagement Response: Capture student engagement activity (if enabled). Letter: Add or generate

format. This feature helps advisors review course timings, identify scheduling conflicts, and support academic planning discussions with students. Follow the outlined steps below to view the student

Banner, you have access to different features which can be used throughout the academic term, and this includes the following:Faculty Detail ScheduleIn this feature, you can choose