CClasster Knowledge Base

CRM

Portal & Admin Manuals › CRM · 37 articles

Portal & Admin Manuals · CRM — 37 Classter documentation articles, from configuration settings to step-by-step guides.

CRM Actions/Remarks

• Auto-approval Meaning
• Add New CRM Actions
• Manage Entries
• Action Types (Remark, Incident, Meeting etc)
• CRM Edit Privileges
• Visibility settings for Parents/Students
• Quick Alerts

CRM FAQs

• How can I create a quick action on my dashboard to create a CRM Action?
• What is the user preferred method in messaging? Why is this useful?
• Am I getting charged when sending out messages
• How can I create an event category
• I want to categorize my institution’s events and announcements in different categories. How can I do that?
• How can I send an email, where the recipient will not be able to reply?
• How can a Teacher see the list of his availability/ unavailability for appointments?
• What if a parent has certain availability as well?
• How Can I Create Online Parent’s-Teacher’s Meetings?
• How can a Teacher, set his/ her Availability for meetings? Is there a way to set the availability for everyone in the institution?
• What is the difference between an announcement and a central announcement?
• I want to view available classrooms when scheduling an event. Is this possible?
• How can I measure attendees’ satisfaction in an event?
• I want to plan an event. How can I see the available timeslots?
• Can I provide multiple information about my event?

Events & Announcements

• How to configure create and view events
• Book available Resources at Events
• RSVP – Attending to Events

Messaging & Notifications

• Messaging Types
• Automatic Notifications
• Email Signatures
• Absences Automatic Notifications (limit based)
• Preselected recipient type in case of bulk actions

Module Configuration

• Dynamic Lists Configurations
• Dropdown Lists
• General CRM Settings

Parents-Students-Teachers Meetings

• Student/Parent Meetings – Schedule a Meeting
• Student/Parent Meetings – Meeting List
• Cancel a meeting (Students/Parents – Teachers)
• Updating the Parent/Teacher Meeting System to a More Flexible Meeting Module