TargetX Weekly Summary for 3/1/2021
Key Accomplishments Salesforce Foundations training
TargetX Training and Implementation
Lane CC has engaged with TargetX to implement the following : Online Application Application Review Tool Events Email Portal Uchat Schools App Engage Decision Letters Application Requirements Manager Informatica TargetX SMS Telemarking TargetX Print TargetX has begun training CRM Administrators as well as helping us set up their software for Lane’s use. There will be …
Equipment Checkout System
Purpose Lane has a number of departments that loan equipment to students and employees. To date, most have concocted their own way of tracking the equipment with varying degrees of success. This project will standardize Lane on a single application that can be used for tracking any kind of equipment inventory with separate buckets for …
Admissions and CRM Software
Purpose A single (unified) application for all students entering Lane to include with integrated CRM (Customer Relations Management) software for outreach. This is an application that will be used differently based on what type of student. It will also be used for prospective students as well as a communication platform for all students/prospective students. We …
Update for 10/26/2020
23 eforms in prod 22 eforms in test Built 11 eforms for Curriculum and will be testing in a batch Held additional form builder trainings, now 54 Lane staff have been trained to build eforms and have access to build. Only a few are actually building eforms or asking for help building eforms. Meeting with Aviation …
Update for 11/9/2020
As a Softdocs development partner we now have access to a new feature that makes customizing eforms easier, such as adding dollar signs to a field or calculating 2 fields. Will offer training either this week or next. 12 student eforms in prod 15 employee eforms in prod 32 in ready to test status, waiting …
Update for 11/2/2020
27 eforms in prod25 eforms in testHave been working with the following departments in either building eforms for them, creating workflows, testing workflows, or helping them build their own eforms:ASAAviationCurriculumEnrollment ServicesFacilitiesFina...
Update for 10/19/2020
We have 24 eforms live now Have been working with ASA on new eforms and workflow processes We launched HR’s Personnel Action eform to a select group of users We have been working on more advanced functions of eforms such as calculated fields and conditional fields New online form builder training this week for 15 …