Difference between revisions of "CRM HOWTO"
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'''The guide is created with a respect to a NIL of NGI Netherlands''' | '''The guide is created with a respect to a NIL of NGI Netherlands''' | ||
== Adding a new contact == | |||
'''1) Adding a new contact''' | '''1) Adding a new contact''' | ||
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[[File:Ekarolis_-_Data_Management_-_Contacts_-_EGI_CRM_select_institute_for_the_contact.png|700px]] | [[File:Ekarolis_-_Data_Management_-_Contacts_-_EGI_CRM_select_institute_for_the_contact.png|700px]] | ||
== Adding a new institution == | |||
'''2) Adding institution''' | '''2) Adding institution''' | ||
<span style="color:red">'''IMPORTANT: if ESFRI Project or National Project is not listed in "Project List" field, you must add ESFRI or National Project at first and only after add a new institution.'''</span> | |||
'''"Data Management" -> "Accounts" -> "green plus" | '''"Data Management" -> "Accounts" -> "green plus" | ||
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[[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_adding_institute.png|700px]] | [[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_adding_institute.png|700px]] | ||
'''3) Adding new project''' | |||
== Adding a new project == | |||
'''3) Adding a new project''' | |||
3.1) Searching for the project you want to add if it does not exist yet | 3.1) Searching for the project you want to add if it does not exist yet | ||
3.2) Adding new project to a CRM | 3.2) Adding new project to a CRM | ||
<span style="color:red">'''IMPORTANT: if you adding ESFRI project, field "Account Type" must be set to "ESFRI Project", if National, then "National Project"'''</span> | |||
[[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_New_ESFRI_project.png|700px]] | |||
3.3) Searching for the Institutions existence inside CRM which are partners of the project you want to add | 3.3) Searching for the Institutions existence inside CRM which are partners of the project you want to add |
Revision as of 15:54, 22 March 2012
The guide is created with a respect to a NIL of NGI Netherlands
Adding a new contact
1) Adding a new contact
There are two ways of adding new Contact, choose the one you like more :)
1.1) Searching for the Institution of the contact and add a new contact
IMPORTANT: if institution does not exist in CRM, you must add institution at first and only after add a new contact.
- Searching for Institution:
(Method 1 for finding Institution) Listing all Institutes in CRM for the Netherlands
(Method 2 for finding Institution) Search by Institution name in CRM for the Netherlands
- Adding a contact for the institution
From the institute profile choose "Contacts" and then blue button "Add Contact"
Fill in the details for the new contact
1.2) Adding contact and searching for the institution of the contact
"Data Management" -> "Contacts" -> "green plus"
Search for institution and select by pressing "green plus" next to field "*Account Name"
Adding a new institution
2) Adding institution
IMPORTANT: if ESFRI Project or National Project is not listed in "Project List" field, you must add ESFRI or National Project at first and only after add a new institution.
"Data Management" -> "Accounts" -> "green plus"
Adding a new project
3) Adding a new project
3.1) Searching for the project you want to add if it does not exist yet
3.2) Adding new project to a CRM
IMPORTANT: if you adding ESFRI project, field "Account Type" must be set to "ESFRI Project", if National, then "National Project"
3.3) Searching for the Institutions existence inside CRM which are partners of the project you want to add