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Viewing and Updating a Constituent's Education

Paige Freeman
  • Updated

From the Education screen, you can add education information to a customer record. Education information includes degree type, program type, institution name and ID, and the start and end dates.

You must belong to a security group with at least VIEW permission to the CRM360.CustomerEducation application in order to view this screen. 

To view constituent education information, select Education from the Profile Info tab. The Education screen displays, as shown below. From this screen, you can add a new education record.

Adding a New Education Record

To add a new education record for a constituent:

  1. From the Education screen, click the New Program or Degree link in the upper right corner of the screen.
    The Add New Education screen displays, as shown below.
  2. Select the Program Degree from the drop-down. This is the type of program or degree the customer will complete or has completed, such as Bachelor of Arts or Doctor of Medicine. Values are populated based on the non-fixed CUS "PROG_DEGREE" system type.
  3. Select the Program Type from the drop-down. This further defines the program or degree, such as Undergraduate or Continuing Education Credit. Values are populated based on the non-fixed CUS "PROG_TYPE" system type.
  4. Click the magnifying glass within the Institution ID field to search for the educational institution that is granting the degree or designation. The Choose an Institution screen displays. Only company records are displayed. Search for and select the appropriate record. Alternatively, begin entering at least three characters and click the Search link to display available options.
    The Institution name automatically populates based on your selection, but it can be modified. If you do not know the institution, manually enter "Unknown" in the Institution field.
  5. If applicable, select a Begin Date for when the affiliation with the institution begins.
  6. If applicable, select an End Date for when the affiliation with the institution ends.
  7. Enter any Comments.
  8. Click Save.