Hi All,
I'm creating a CRM for a university career center and I've started by building a solution focused on current students. I'm also wanting to create a very similar solution for working with alumni. My original thinking is to have 2 different solutions as there would be some different workflows for each group. However, I wasn't sure if there's a way to move a record from the student solution to the alumni solution once they've graduated.
Alternatively, I could have one big University People solution with all the relevant apps for that bigger group, but it feels like that might get cluttered.
Lastly, I know data from one solution can be accessed from another, but I wasn't sure how to set that up (e.g. keep all the person records in the Alumni solution, but look up/link the records in the Student solution while they had a "Student" status).
Any ideas or suggestions are welcome!
Thanks, Dave