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Xchange

Xchange is the University's contact management system for business and community activities. It is a database of contacts and organisations and the links that we have with them. It is constantly being updated with new information but still only holds a fraction of the University's activity with external partners and allies.

If you would like to have access to the database or to contribute some information, please contact the administrator on xchange@ex.ac.uk

How To Guides:

These should be used to support the training you have received as a user. If you are still not sure how to do what you want to, please contact the CRM team on 2391 who will be pleased to help.

Xchange Protocols for Use
Guidelines on entering data in the correct way and business rules associated with the use of Xchange

Xchange User Guide - Contacts, Organisations and Communications
A comprehensive guide that covers all you need for adding and amending Contacts, Organisations and Communication records in Xchange. This guide accompanies the Day 1 Contacts, Organisations and Communications training course.

Xchange User Guide - Projects
A guide to creating and maintaining projects in Xchange including how to add project related communications. This guide accompanies the Day 2 Projects training course.

Xchange User Guide - Selection Manager
This guide covers using the Selection Manager tool in Xchange to create, manage and report on lists of Contacts, Organisations and Projects. This guide accompanies the Day 3 Managing Lists and Bulk Mailings training course.