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Posted November 20, 2018

The goal of PCR Educator Support Team is to help clients in the most efficient and best way possible. A regular meeting is defined as a recurring conference call with a Support Representative to address any questions that may require a more comprehensive discussion, planning and brainstorming which may not be feasible through other channels of support.

If you are interested in setting up regular meetings, please follow these steps:

1. Email support@pcreducator.com or your Account Consultant to request regular meetings. This will automatically create a ticket in our system.
2. At least two business days prior to each meeting, please send all of your questions (with details such as url/bookmark link and steps to replicate) that you would like to cover in the meeting.
3. The Support Representative that is assigned to you will then review your questions and respond accordingly. At times, some questions may be delegated to other members of our team to expedite the resolution and gain access to specialized knowledge.
4. If your questions cannot be answered through the ticket system, the Support Representative will meet with you at the designated time of your regular meetings.

Example: a school is planning to create a chart of accounts in PCR Educator. Typically your
Account Manager will send you references to all the relevant training materials so that you can understand the capabilities of our Chart of Accounts system. At this point, you may have a rough plan of what you would like to do in terms of configuring the Chart of Accounts in our system. You may forward them by email or through the ticket system so that your Account Manager can provide initial responses and also plan for a meeting. During the meeting your Account Consultant may discuss different options with you and recommend a course of actions.

Example: a school is planning to configure Contact Attributes and Contact Types. Because this is one of the core concepts in our Development (Fundraising) System that affects most of the Development functions, it is desirable to make sure that the Contact Attributes hierarchy is coherent and logical. Typically your Account Manager will send you references to all the relevant training materials so that you can understand the capabilities of our Contact Attributes system. At this point, you may have a rough plan of what you would like to do in terms of configuring Contact Attributes in our system. Your Account Manager will request that you send them your desired hierarchy by email or through the ticket system so that we can provide initial responses and also plan for a meeting. During the meeting your Account Consultant may discuss different options with you and recommend a course of actions.

Policies

1. If your questions (with details such as url/bookmark link and steps to replicate) are not received at least two business days prior to your regular meeting time, the meeting will automatically be cancelled.
2. Each meeting will only cover questions that were emailed at least two days in advance and which cannot be otherwise addressed through the ticket system or training materials. New questions can be covered in the next session or through other support channels.
3. We require that you study provided materials ahead of time and submit any questions regarding these materials prior to the meeting. Account Manager regular meetings (as opposed to training sessions) are not designed to train school employees.
4. Please submit your meeting questions either through the ticket system, by emailing support@pcreducator.com or by emailing your Account Consultant. We are not authorized to review questions that are shared through any external sources such as Dropbox or Google Drive.
5. If you already have a ticket open regarding an item on your agenda, please respond on the ticket itself.
6. Each meeting session can be scheduled for up to 45 minutes.
7. The intention of each meeting is to strategize the implementation, establish efficient workflows, and determine the best approaches. During such meetings, your account consultant may suggest that you submit a Feature Request or a Technical Support request through our support channels in case these requests cannot be immediately addressed during the meeting and require additional details and investigation.

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1 min read · Updated May 04, 2026 Article

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