This will be your default workspace, and also the workspace you will primarily use when you are on the phone.
What is the Frontline workspace?
100
This is the nickname for the blue icon that shows you hidden tabs.
What is the Dolphin?
100
If two people share one of these, you will need to completely remove it from one person's Contact before adding it to the Lead we are actively recruiting.
What is email address?
100
You will click this icon if you cannot find something you just created.
What is Refresh?
100
The new Saturday tour is held at this time.
What is noon (12pm)?
200
A workspace is composed of several of these "window-like" boxes.
What are Panes?
200
One Contact might have many of these.
What are Leads?
200
To create this, you will need to enter a person's name and email address.
What is a Contact?
200
Before you begin a search, click this button to clear previous searches & allow you to type.
What is "New"?
200
On Tuesdays at SPU, we will offer these options for students. (Say at least 2)
What are 10am tours, chapel, lunch with tour guide, counselor appointments (before or after the tour) and any special requests (with 2 weeks notice)?
300
When you are opening, you will use this workspace to see who is registered for an Individual Visit today.
What is the Event Check-In workspace?
300
Every Object has one of these. It acts as a link to open one Object from a list of Objects.
What is an ID number?
300
To create this, you will need a person's Student Type (Freshman/Transfer) and Entry Term.
What is a Lead?
300
Every person who interacts with SPU has one of these in Talisma.
What is Contact level?
300
This person is the new Senior Admissions counselor, who will be recruiting in Alaska, Colorado, and the Seattle suburbs.
Who is Lora Yoder?
400
The information we need most often is conveniently gathered in this pane, so we can see it all at a glance.
What is Preferred Properties?
400
You can add, remove, and rearrange these vertical lists, in order to see the information you need within a pane.
What are Columns?
400
After adding the name and email address of a new Contact, you must do this before adding a Lead.
What is "Save"
400
A property can be filled out in one of these three ways. (Say at least 2)
What is freeform typing, dropdown menu, or ellipses?
400
If a student who has not submitted their application wants to know if we received their transcript, we will look here to find it (not Matthew!)
What is Sharepoint?
500
The Frontline Workspace is designed to show you information pulled from this level.
What is Lead level?
500
To navigate between workspaces, you will select this from the Menu Bar.
What is "GoTo"?
500
If you can't find someone in the FL Workspace, you would do this before creating their Lead.
What is Contact Lookup and/or Create Contact?
500
Always check for this to see if a student should update their information in Banner, or if we should do it for them in Talisma.
What is SPU ID?
500
You will forward all preview waivers received via fax or email to this email address.