CRM
Portal & Admin Manuals · CRM — 36 Classter documentation articles, from configuration settings to step-by-step guides.
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Sign in with ClassterCRM Actions/Remarks
- Auto-approval Meaning
- Add New CRM Actions
- Manage Entries
- Action Types (Remark, Incident, Meeting etc)
- Edit & Visibility Privileges
- 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
Messaging & Notifications
- Messaging Types
- Automatic Notifications
- Email Signatures
- Absences Automatic Notifications (limit based)
- Preselected recipient type in case of bulk actions