Agenda - CRM PUG Meeting - 2017-10-5

Date

Attendees

Goals

  • Knowledge transfer - sharing challenges/solutions from OIT and between depts
  • Information dissemination - upcoming software updates and planned outages
  • Invitations - Upcoming training invitations and conference opportunities

Discussion items

TimeItemWhoNotes
40 minsBanner2TalismaJeffUpdate from Jeff on the B2T project, which will pull additional BANNER fields into Talisma, as well as other new properties.
5 minsStaff Account AuditingCrystal

FA and ACS is complete.  Users who no longer need access will have workspace access removed. 

Look for email from me in the future regarding this for your team.

5 minsAccount Creation and DeletionCrystal

New form for account creation and deletion will be coming (demo) in an effort to streamline the process. 

Until then, please send minimum the First Name, Last Name and Odin ID of the staff member in question.


Continuing DiscussionAllAs time permits

Action items

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