Register for Sessions

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The list of currently scheduled training sessions is available here with additional session being added.  

To register for any available session

1. Login to the Registration Page with your SU credentials.  This registers you for CRM Training in general.
   You still need to select the sessions you will be attending.
2. Click the course name to select the course(s) you wish to attend
3. Select the date and time of the session you would like to attend

After registering you will receive an email confirming your registration.  This email will have a link in it to add the registration to your calendar.

*all learners are required to complete an Introduction to CRM session before going on to any other sessions.

Course Information

This table provides an overview of the currently offered training sessions and who should attend each session.

Course Name

Course Description

Required Attendants

Introduction to CRM

This session will familiarize students with the new Blackbaud CRM environment and is required for all CRM users.  This course emphasizes finding and reading information (including contact and financial information) on constituent records.

All users

Successful completion of this course is required for anyone that needs access to the environment.

Prospect Management 1

This course is users responsible for any aspects of Prospect Management at Syracuse University (such as gift officers, prospect management team, and Directors of Development).

Participants will learn to locate prospects and work with Prospect Plans/Opportunities.

DO’s / Frontline Fundraisers

This class (along with Part 2) is for anyone working directly with prospects / plans.

Intro class required prior

Prospect Management 2

This course is for those responsible for any aspects of Prospect Management and is ideal for gift officers, prospect managers and development directors.

This session will focus on managing your planned tasks, research requests and one-off constituent documentation.

DO’s / Frontline Fundraisers

This class (along with Part 1) is for anyone working directly with prospects / plans.

Introduction to CRM and Prospect Management 1 required prior

Queries

This course is designed for those responsible for extracting information from Blackbaud CRM for analysis outside the system or to facilitate segment creation in system. Participants will learn to build ad-hoc queries, Smart Queries and manage exports.

Research / Anyone who pulls Data

This class is a must for anyone that needs to build queries in the new CRM

Intro class required prior

All users who want to access data - especially giving information

Intro class required prior

The Events functionality in CITRUS allows us to manage the events hosted at SU. In this course, participants will learn how to manage events from planning to registrations to end-of-event wrap-up activities.

Event Coordinators

Learn to build and manage events in the CRM and how the CRM works in conjunction with iMods.

Intro class required prior

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All users are required to complete the  Introduction to CITRUS  session prior to gaining access to the production system.  Successful completion of subsequent training sessions will grant additional access to areas of the CITRUS.  Most users will need to complete multiple sessions prior to the Go-Live date.  Refer to the Course Information table below and check with your supervisor to plan all of your sessions!

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The Syracuse University Advancement and External Affairs division offers a variety of training options to help employees improve skills related to their work.  These instructor-led sessions are geared toward effectively using the technology we work with each day. Using this page you can register for currently scheduled training using the calendar or request training (sessions added or a special training event for your team) using the Training Event Request below.

Training Event Request

Register for a Scheduled Training Workshop

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title Click to View the Training Schedule in List View
Below is a list view of the same training schedule displayed in the calendar above.  Click on any session to read the description of the session and to request a seat in the session (using the link above the description). Team Calendars defaultView list width 600 id 55246919-3632-4ab4-b07f-ed6ffb6acab7 hideWeekends true

Team Calendars
id 55246919-3632-4ab4-b07f-ed6ffb6acab7 hideWeekends true

Access CITRUS

Links

CITRUS: CITRUS.syr.edu

Knowledge Base: CITRUS Knowledge Base

Training Environment: Training.CITRUS.syr.edu

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If you do not have access to CITRUS currently you will need to attend a training session (or a few) to get the access you need.  You can request a session by signing up using the calendar on this page or by requesting a session here: Training Event Request
Training Location Unless otherwise noted all CRM training will take place

in the new AEA

on-line through Microsoft Teams or in our training space located at 640 Skytop

Rd. Room

room 224.

This room is on the second floor of the HR building

AEA Recorded Trainings AEA recorded trainings are available in the AEA Training Team in MS Teams!  If you do not have access to the AEA Training Team please email iahelp@syr.edu and we will assist you in getting added.

Questions? CitrusHelp@syr.edu Have you already checked the FAQ and Knowledge Base?  Still can't find what you are looking for?  Send an email to CitrusHelp@syr.edu. A CITRUS Help Desk team member will connect with you as soon as possible. Training Requests If you have a CITRUS related training request you can register for an available session or send your request to CitrusHelp@syr.edu Additional Tools Ryan M. Bentz

Instructional Design & Delivery Specialist 

Director of Technical Services 315.443.1273 - rmbentz@syr.edu or Michele Stephenson

Technical Specialist

Function Business Analyst 315.443.6284 - mmstephe@syr.edu 640 Skytop Road, Syracuse, NY 13244 syracuse.edu Syracuse University

Online Training w/

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Image Added All Syracuse University students, faculty, and staff have unlimited access to Lynda’s online platform of more than 6,100 courses. Lynda.com can be accessed on-demand to build your technical, managerial, and communication skills.  Log on to lynda.syr.edu using your NetID and password. Online Meetings Image Added AEA has partnered with Zoom to provide access to a premier online meeting platform for all team members. This easy to use tool supports video calls with dozens of attendees along with screen/file share and more. To learn more conatct the AEA training team or use the links below. Zoom Online Knowledge base Zoom Video Tutorials