If you have advisor assignments in your CRM or other sources of records, you can pull these assignments into Full Measure to use in communications. In your export, create a field called "advisor_external_id". If you can't change the names of your export columns, let us know so we can map them! In the advisor_external_id column should be the username of the advisor that we use in Full Measure. For example, if your users sign in with a username like "egrist", then that should be in the export. If they sign in with their emails, "firstname.lastname@example.org", then the full email should be in the export.
Once you set up this column in the export, you'll be able to view advisors on students' pages and use these assignments to send out communications from assigned advisors.
These advisors will always appear to be "Admissions" advisors. It is not possible to have different departments for advisors.
These advisor student relationships do not automatically replace each other when there is a change in your export. For example, let's say a student named Frances is mapped to Emily Grist when she is an inquiry. After she applies, Frances' advisor changes to Kaela Asharin. Kaela's name will show up on the student page under advisor assignments, but Emily's will also remain. Assigned advisor communications will continue to send from Emily. If you make broad, sweeping changes in your advisor assignments, please reach out and let us know so we can update these manually.
If you have any issues or questions, please submit a ticket.