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Difference between revisions of "CRM Data Management"

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[[Category:Community Engagement]]
The '''Data Management''' option enables creating or viewing the details of ''accounts'' and ''contacts''. ''Accounts'' represent entities which are being or should be contacted and ''contacts'' represent specific individuals. For a complete example see [[CRM Use Case Record ESFRI Data]].
The '''Data Management''' option enables creating or viewing the details of ''accounts'' and ''contacts''. ''Accounts'' represent entities which are being or should be contacted and ''contacts'' represent specific individuals. For a complete example see [[CRM Use Case Record ESFRI Data]].



Revision as of 10:48, 2 September 2015

The Data Management option enables creating or viewing the details of accounts and contacts. Accounts represent entities which are being or should be contacted and contacts represent specific individuals. For a complete example see CRM Use Case Record ESFRI Data.

The Data Management option provides several buttons to trigger different actions with accounts or contacts as seen in the figure

EGI CRM toolbar datamamagement.jpg