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Difference between revisions of "CRM HOWTO"
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== Adding a new institution == | == Adding a new institution == | ||
''' | '''Adding new 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> | <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 and choose the project from the Project List field.'''</span> | ||
'''"Data Management" -> "Accounts" -> "green plus" | '''"Data Management" -> "Accounts" -> "green plus" | ||
[[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_adding_institute.png|700px]] | [[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_adding_institute.png|700px]] | ||
== Adding a new project == | == Adding a new project == | ||
Revision as of 15:57, 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
Adding new 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 and choose the project from the Project List field.
"Data Management" -> "Accounts" -> "green plus"
Adding a new project
Adding a new project
IMPORTANT: if you adding ESFRI project, field "Account Type" must be set to "ESFRI Project", if National, then "National Project"
