Presentation on theme: "Session ID 2699 1 Presented by: Steve Mason & David Morelli Pacific University Oregon April 9, 2013 Session ID 2699 Recruiter Enrichment the New Age Enrich."— Presentation transcript:
Session ID 2699 1 Presented by: Steve Mason & David Morelli Pacific University Oregon April 9, 2013 Session ID 2699 Recruiter Enrichment the New Age Enrich Prospects or Suspects and Eliminate Duplicates
Session ID 2699 2 About Pacific University Oregon Pacific University Oregon (Ory-gun) –Founded in 1849 for Oregon Trail Orphans –Small, private university with campuses in Forest Grove, Hillsboro and Eugene, Oregon –5 Colleges; Arts & Sciences, Optometry, Education, Health Professions and Business –3,700 FTE, Undergraduate & Professional, split 50/50 –Colleague since 1993, ODS 2008, Recruiter 2011. –Mascot is Boxer, a Chinese qilin 2
Session ID 2699 3 Pacific University is located in the Tualatin Wine Country 3
Session ID 2699 4 Pacific University Oregon – More Information http://www.pacificu.edu/multimedia/http://www.pacificu.edu/multimedia/ for Pacific University Year in Review, Boxer Tales, and Campus Life http://www.pacificu.edu/about/location/direction s-forest-grove.cfm/http://www.pacificu.edu/about/location/direction s-forest-grove.cfm/ for directions http://www.pacificu.edu/admissions/http://www.pacificu.edu/admissions/ for Introduction to Pacific University http://www.youtube.com/watch?v=WoXvH2a- a_Ahttp://www.youtube.com/watch?v=WoXvH2a- a_A for view of Forest Grove area
Session ID 2699 5 Session Rules of Etiquette Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversation during the session Thank you for your cooperation!
Session ID 2699 6 Introduction With the change from CRM 4 to CRM 2011 the enrichment process for Recruiter has become easier for the majority of applications. This presentation will provide an overview of the usual situation as an introduction to the Enrichment process. Then we will present the method used for a complex enrichment. In this example, we compare Suspect records to Prospect records to identify overlap, and then enrich the Suspect records with a flag that will allow their deletion. The complex example will presume a need to view the underlying SQL tables, to write SQL queries against that data, and to return the query data into Recruiter using the Enrichment process. These steps may be used for any Recruiter/CRM installation and do not rely upon Colleague.
Session ID 2699 7 Goal of Presentation & Prerequisites We will present the process in a step by step manner to facilitate duplicating the same process when you return to your institution. The process requires the Recruiter System Administrator role, DB Reader rights to the Recruiter database and an understanding of T-SQL.
Session ID 2699 8 Basic Enrichment Improvements in CRM 2011 has made data enrichment easier in Recruiter.
Session ID 2699 9 Basic Enrichment Example This example details how to add an extracurricular interest to a prospect. The source of the prospects can be a text file. Excel spreadsheet or any other format usable by Access. This technique can be used for any entity related to the prospect
Session ID 2699 10 Import a prospect, then enrich extracurricular activities using name and email as the link 10
Session ID 2699 37 Basic Enrichment Summary You can start with new Contacts or enrich existing contacts Export your existing Contacts to a CSV or create a CSV with new contacts Use email address and Full Name to attach interest to Contact
Session ID 2699 38 Complex Enrichment There are situations where data enrichment is more complex than can be handled with the General process. They can still be accomplished.
Session ID 2699 39 Complex Enrichment This example will identify duplicates by matching suspects to prospects Then the duplicate suspects will be flagged for deletion We use the SIC field since it is not used in Recruiter. Any unused field will work An Advanced Find selects the suspects with the SIC flag Then they are deleted
Session ID 2699 40 Start with and Advanced Find for Leads 40
Session ID 2699 41 Select Leads with no SIC and Related Contact (Origination Load) 41
Session ID 2699 42 Save Query for future use (Save As) 42
Session ID 2699 43 Edit Columns – Add and Remove 43
Session ID 2699 44 Initial Column Add/Remove Screen 44
Session ID 2699 45 Remove Name and Created On. Add First, Middle, Last, Email and SIC 45
Session ID 2699 68 Errors Caused by Not Allowing Duplicates 68
Session ID 2699 69 If you Do Not Allow Duplicates the Import Fails 69
Session ID 2699 70 Allow Duplicates will Permit Enrichment 70
Session ID 2699 71 Allow Duplicates and it Works 71
Session ID 2699 72 Final Process - Delete the Duplicate Suspects After enriching run an Advanced Find for Leads with SIC = 1 Select them all Click the Delete icon - X No more leads duplicating suspects
Session ID 2699 73 Questions & Answers Feel free to contact us Steve – email@example.com@pacificu.edu David – firstname.lastname@example.org@pacificu.edu We will post this on the Client Forums, wherever they are in the future.