Using 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.
Web users can also add and update their educational background information on the web using the Educational Background control, as shown below.
To add education information:
1. From the Background Information task category in CRM360, click Education.
The Education screen displays on the Demographics tab, as shown below.
2. Click Add.
3. 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.
4. 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.
5. Click the Institution ID link to search for the educational institution that is granting the degree or designation.
The Customer Chooser displays. Only Company records are displayed. The Institution name displays automatically, but it can be changed.
If you do not know the institution, manually enter "Unknown" in the Institution field.
6. If applicable, select a Begin Date for when the affiliation with the institution begins.
7. If applicable, select an End Date for when the affiliation with the institution ends.
8. Enter any Comments.
9. Click Save.
Click the Main Page link to return to the overview page.