Introduction & Setup

Overview

Most of our users receive access to the R.A.D. Navigator at the end of the implementation and training process. Our user guides are designed to help supplement this process but also to stand on their own.

About the ERX Core User Guide

The ERX Core guide is divided into several main sections:

  1. Introduction & Setup
  2. Admin Panel
  3. Assignment Manager
  4. Touch Points
  5. Checklist Items
  6. Super Clone
  7. Object Configuration
  8. Frequently Asked Questions
  9. Release Notes
  10. Supplements

About ERX Core

ERX Core transforms Salesforce into a recruitment and admissions solution for enrollment management. Easily configured with clicks, not code, the product provides the necessary architecture and automation for colleges and universities to deploy Salesforce for recruitment and admission.

Key Features

  • Built on Salesforce
  • Facilitates the use of multiple applications based on program, term, student type, and more
  • Helps you manage education history, test scores, recommendations, and other supplemental materials
  • Easy-to-use regardless of technical background
  • Helps you manage complex engagement with students, parents, and other constituents
  • Lets you administer dynamic checklist items and touch-points
  • Highly configurable admin panel lets you control numerous triggers, conditions, and create workflows
  • Lightning ready and mobile friendly