Need to ask your participants for a Photo Release? Now you can have them sign that right when they register! On the registration form, after they fill out any custom questions you have, it will then provide the Photo Release text and ask the registrant to choose “Yes” or “No”. It will require the registrant […]
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We have our very own Plugged-In site! It’s a great resource for you about all things Salesforce. Access previous blog posts, current Salesforce projects, policies, and (my favorite) training videos! We have recorded a number of training videos that cover frequently used features. They are up on our website 24/7 and are a great resource […]
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We’ve talked a lot about Salesforce and it being a CRM, but what exactly is a CRM? What does that mean? We’re glad you asked. CRM stands for Customer Relationship Management. A CRM is software that organizes information about our interactions with people. In general, when people speak of a CRM, they are speaking of […]
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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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— 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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