CRM Connections

Historical Event Data from the CDMS now in Salesforce!

We’re incredibly excited to share that the last five years worth of event data from the CDMS (retired WordPress event registration/payment page site) is now in Salesforce!  What does that mean for you? Access to previous events Access to previous event members Long-term event reporting Please note, that while nearly all of the dates for […]

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New “No Payment” email to Event Registrants

— By Whitney Yorston, UMaine Extension CRM System Support Professional More often than we’d like, a client starts the registration process, they fill out their information, answer all of their custom questions, select their payment amount, hit submit… and then don’t pay. They get our hopes right up and then dash them away.  Good news! […]

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Event access in Salesforce is now available! 

— By Whitney Yorston, UMaine Extension CRM System Support Professional We are now offering two levels of access, based on your level of need: basic and full. Basic allows you to see your events, your registrants, and get the list of those registrants. The second level is full access, which will allow you to not […]

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