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Activities Mass Add For Prospect

Use the Mass Add Prospect Activity function to add a single activity or a sequence of activities to a group of prospects determined by selection criteria. Prior to adding activities, they must first be set up in CAMS Manager >Lookup Table Options >Table Maintenance >Activity LookUp Reference table. Activity sequences can then be set up through Admissions >Lookups >Letter Sequences.

To Mass Add Activities:

  1. From the CAMS Enterprise Home page, click Tools >Processes >Admissions Module >Add Prospect Activity. The Add Prospect Activity window opens with the Criteria 1 page displayed.
  2. Select criteria to designate a group of prospects to whom the activity will be added, and then click the Criteria Page 2 tab.
  3. Additional criteria may be selected to define the group of prospects. When you have selected all the desired criteria from Criteria 1 page and Criteria 2 page, click Initiate. This process gathers a list of all prospects who meet the selected criteria. The list displays on the Prospects tab.

Single Activity

  1. Click the Activity tab, and then click Add Single Activity.
  2. Enter or select from the calendar the Activity Due Date.
  3. Select the activity from the Activity drop-down list (Activity reference table).
  4. Use the Notes text box to place additional information about the activity (optional).
  5. The Completion Date will typically be left blank, unless you are adding the activity as a historical record.
  6. Select the Activity Type: To-Do, Export, or Email.
  7. If Export is selected for activity type, then enter the Document Name (field only appears after clicking Export).

    If Email is selected, then select the email template from the drop-down list (field only appears after clicking Email). See Correspondence Email Setup for more detail on this topic.
  1. Click Process to add the activity to the selected prospects' records. You may view and update the activity in Admissions >Prospect >Change Prospect.

Sequence of Activities

  1. Complete steps 1 - 3 under Mass Add Activities, and then click the Activity tab.
  2. Click Add Activity Sequence.
  3. Select the appropriate Sequence from the drop-down list.
  4. Enter the appropriate Term.
  5. Enter or select the Activity Start Date.
  6. Use the Notes text box to place additional information about the activity (optional). Information recorded here will be attached to each activity in the sequence.
  7. The Completion Date will typically be left blank when adding a new activity sequence, but if you do enter a completion date, it will apply to each activity in the sequence.
  8. Click Process to add the sequence of activities to the selected prospects' records. You may view and update activities in Admissions >Prospect >Change Prospect.