CRM Advise Support Guides

Guides for using CRM Advise to manage student appointments, alerts, and communication plans. These step-by-step instructions help advisors efficiently support student success and streamline workflow within the system.

Articles (5)

Ellucian Advise: Classic vs. New UI Guide

Quick guide to help users navigate the new Ellucian Advise interface. Includes where to find familiar tools from Classic Advise, how to complete common tasks, and a quick reference table for key features.

SJR State Advise Appointment Scheduling Guide

Managing advising and tutoring appointments in CRM Advise

SJR State Advise Common Tasks Guide

Common tasks in Advise

SJR State Advise Creating and Using Bulk Communication Plans

SJR State Student Success & Alerts Guide

Using CRM Advise to Monitor, Manage, and Support At-Risk Students