Reviewing and Customizing Retention CRM
Special Fields - RollUp Summary, Formula Fields
Picklists
Academic Periods object
- Navigate to Setup and select Object Manager.
- Select the Academic Period object.
Academic Profile object
- Navigate to Setup and select Object Manager.
- Select the Academic Profile object.
Course object
- Navigate to Setup and select Object Manager.
- Select the Course object.
Course Attendance object
- Navigate to Setup and select Object Manager..
- Select the Course Attendance object.
Advising object
- Navigate to Setup and select Object Manager.
- Select the Academic Period object.
- Under the Custom Fields & Relationships section, select and customize the picklist values for the following fields:
- Category
- Subcategory (if desired)
- Type
- Subtype (if desired)
- Service Centers
- For each picklist above, apply the values to the desired Record Types.
- Click Save.
- Shared Picklist Fields for Category, Subcategory, Type, Subtype
Note: The Advising object includes the following Record Types (by default). Picklists will need to be assign to each record type - per customer requirements.
Success Team Members object
- Navigate to Setup and select Object Manager.
- Select the Academic Period object.
Relationship object
- Navigate to Setup and select Object Manager.
- Select the Relationship object.
Page Layouts
*Includes Related List layouts, List View Layouts, Search Layouts
Pre-defined configurations for these areas are delivered by the TargetX Retention CRM.
However, these areas should be reviewed with the customer for confirmation or further customizations based on institutional needs and support data/information
Key objects to review include:
- Academic Period object
- Contact object
- Academic Profile object
- Courses object
- Advising object
- Success Team object
For each object above:
- Navigate to Setup and select Object Manager.
- Select related object name.
- Under Page Layouts, select Edit for each page layout deliver by either the Retention or TargetX Base Package package install.
- Review the page layouts and make customizations - per customer requirements.