Constituent Education
- Search for the customer utilizing the CRM360 or Find a Customer option by name or ID#.
2. After search completes if only one constituent matches the criteria the constituent will automatically open. To select a constituent to open, double click the line of the constituent.
3. Click on the Education link from the Background Information screen task on the left side of the screen.
4. Click on the Add button.
5. Select a Program Degree from the drop down. Note: That if users choose a program degree of “Doctor of Optometry”, an Institution is required and End Date is required.
6. Click on the Institution hyperlink.
Program Degrees
The program degree of Doctor of Optometry requires an institution that has already been added to Personify. This degree also requires an end date. All the other program degrees just require an Institution but can be free formed.
NOTE: WHEN ADDING A DEGREE OF OPTOMETRY, YOU WILL ONLY BE ALLOWED TO ADD EDUCATION RECORDS TIED TO AN INSTITUTION APPROVED BY THE ACOE. THESE RECORDS ARE INDICATED WITH THE CUSTOMER CLASSIFICATION OF OPTOMETRY SCHOOL.
The degrees users can choose from include the following:
- Residency Program
- (Int’l) Doctor of Optometry
- Bachelor of Arts
- Bachelor of Science
- Doctor of Medicine
- Master of Business Administration
- Master of Science
- Doctor of Philosophy
7. Verify the Customer Class is set to Optometry School and click on Search.
8. Double click on the school from which the degree was issued. The Choose Customer screen will exit and the school will be added back to the Education window.
9. Select a Beginning Date, if known.
10. Select an End Date.
(Note: In the old system the year was only selected for the end date. If the end date is unknown, then we will enter the date 06/01/XXXX. Also, with the degree of Doctor of Optometry, an end date is required.)
11. Add Comments, if applicable.
11. Click the Save 
button at the top of the screen.