CampusNexus CRM (Talisma) Service Catalog

User Access Requests (CRM Access Policy)

  1. Request User Access
  2. Terminate User Access
  3. Modify User Access

Work Requests

  1. Web Inquiry Form
  2. Cohort Upload
  3. Campaign Creation
  4. Staff Training
  5. Banner Field Import
  6. Advanced SQL Support
  7. Team Based Audits
    1. User Audit
    2. Workspace Audit
    3. Filter Audit
    4. Campaign Audit

Project Requests

  1. Basic Email Interaction Management
  2. Campaign  Management
  3. Chat Interaction Management

Portland State University