Session Information
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Getting the Most out of SmartCall or How I Learned to Love Lists, OLE Merge and Custom Columns! (1248)
Track: Alumni Relations and Development

Educatsional Expertise   Focus: Smart Call
Program Code: 1248
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
John Swango, Associate Director of Technology, Advancement Data Systems, DePaul University
Description
SmartCall is a simple, but powerful tool that call centers can use to do more than just placing calls. This session will focus on creating custom columns, using custom columns to simplify list building, getting the most out of the OLE merge function, customizing built in reports, making security and management station changes. The session will also focus on some tips to make the SmartCall tool more of a CRM experience by integrating functions into existing tools.


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(Code: 1248A/1248VA/1248)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:$25 USD
  
This session is a part of:
Handout Online
(Code: 1248A/1248VA/1248)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:Free
  
This session is a part of: