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Create a New CRM Action | Employee’s Manual

Updated on March 3, 2023

Watch the How-to Video

Create New

You can click on the +Create New button to create a new CRM entry.


Figure 269


  • Select CRM Category e.g., Remarks > Educational Remark (PUBLIC) (Figure 270).

Figure 270


Note: CRM categories are subject to settings made by the admin.

  • Add Participants. Select type of participants e.g., Students (Figure 271). Select the status, grades, group and subject, click on search to find and select the students you want from the list (Figure 272).

Figure 271


Figure 272


  • Add the main data of the CRM e.g., Date, Start Time, and End Time (Figure 270).
  • Select the Category. This can be a positive or negative CRM type and is linked to points which is added to or deducted from the selected students’ overall points for the term (Figure 273).


Figure 273

  • Add a public comment and/or an internal comment

Click on ‘Save’ to save and close, or ‘Save and Create New’ to save and continue



Manage Entries

In the manage entries window, authorized users can record remarks, incidents, complaints, or actions, keeping students and parents informed. In the list below, you can view all records that have been created by you.


  1. CRM Entries of all types e.g., remarks, actions, etc. follow the CRM workflow: (Creation Approval →Acceptance→ Completion).
  2. Remarks that have been reviewed cannot be edited.


Figure 267


On this page you can see the following (Figure 267):

  • Filters: Range (of dates), Types (of entries), Functional Modules (where comments come from e.g., academic, financial, etc.).
  • Additional List Filters: Status (what stage is this CRM entry in e.g., Approved or Waiting Approval), Refers to (e.g., All users).
  • List related buttons such as the export list to excel button or the collapse/expand list button.
  • You can view a graph that groups all comments into categories so you can make out the most common comment category (e.g., Student daily remarks).
  • In each list entry you can view the CRM entry that was made, the type e.g., Remarks, the student this comment refers to and the lecturer who made the comment.
  • You can also see the status of each CRM entry on the left side of the list item e.g., Approved.
  • With the Actions menu options, you can choose to edit, complete, or delete a CRM entry.
  • As an Administrator you can also continue the CRM process, or approve/decline approval of a CRM entry, even when they have been marked as completed by lecturers. If you click on continue, you will be taken to the Add Comment page. For example, for a student complaint,
  • Review the category/subcategory e.g., Student Complaint.
  • View the original Participant(s).
  • The date start time and end time are updated to the current date/time.
  • Enter/select the responsible person (educator) type and then an educator.
  • If this is a repeated issue, you can select Yes for the ‘Has Reported Again?’ option.
  • Select the related Unit/Subject, if any.
  • Enter an internal (private) comment which would be visible to only authorized users.
  • Enter a public comment, which would be visible to the student and relevant users.
  • Click on save button to save the entry or click on save and create new button to save the CRM entry then create a new one.


Figure 268

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