Alert.png The wiki is deprecated and due to be decommissioned by the end of September 2022.
The content is being migrated to other supports, new updates will be ignored and lost.
If needed you can get in touch with EGI SDIS team using operations @ egi.eu.

Difference between revisions of "CRM HOWTO"

From EGIWiki
Jump to navigation Jump to search
Line 83: Line 83:


[[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_New_ESFRI_project.png|700px]]
[[File:Ekarolis_-_Data_Management_-_Accounts_-_EGI_CRM_New_ESFRI_project.png|700px]]
== CRM Calendar ==
The calendar tool enables the automatization of tasks through reminders and the sharing of events and planned actions that could be of interest for the community. Through the calendar is possible to add tasks (ToDos) or Events (calls or meetings) and associate such activities with ''contacts'' and ''accounts''. The calendar view enables programming recurring events, searching events and editing customized calendar settings.
[[File:EGI_CRM_toolbar_calendar.jpg|center|800px]]
[[File:EGI_CRM_calendar.jpg|center|800px]]
= Creating Reports and Analytics =


== Creating custom reports ==
== Creating custom reports ==

Revision as of 08:28, 23 March 2012

The guide is created with a respect to a NIL of NGI Netherlands


Login in the EGI CRM

The EGI CRM can be accessed at http://crm.egi.eu by using the EGI credentials (EGI SSO). Who should I contact to get my sso accepted by the CRM? .

The first screen shows a login page like the one shown in the figure.

EGI CRM login.jpg

After loging, the EGI CRM shows the navigation toolbar, which comprises the main options to use the CRM system. It basically has the following options:

  • My Home. The user can define his / her own preferences regarding what info should be displayed.
  • Data Management. This option enables creating, updating and browsing the information about accounts and contact details, as well as accessing the information about activities.
  • Activity Management. This option enables managing project, project tasks, and milestones.
  • Support. This option enables the access to support documentation and FAQs.
  • Analytics. Through this option the user can access to reports, following predefined templates and dashboards.
  • Tools. This option provides with additional tools to the user.

EGI CRM toolbar.jpg


Adding a new contact

Adding a new contact

There are two ways of adding new Contact, choose the one you like more.

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

Ekarolis - Data Management - Accounts - EGI CRM all institutes netherlands.png

(Method 2 for finding Institution) Search by Institution name in CRM for the Netherlands

Ekarolis - Data Management - Accounts - EGI CRM search by institute name.png

  • Adding a contact for the institution

From the institute profile choose "Contacts" and then blue button "Add Contact"

Ekarolis - Data Management - Accounts - EGI CRM adding contact at institution.png

Fill in the details for the new contact

Ekarolis - Data Management - Contacts - EGI CRM adding contact details at institution.png


2) Adding contact and searching for the institution of the contact

"Data Management" -> "Contacts" -> "green plus"

Ekarolis - Data Management - Contacts - EGI CRM adding contact at first.png

Search for institution and select by pressing "green plus" next to field "*Account Name"

Ekarolis - Data Management - Contacts - EGI CRM select institute for the contact.png

Adding a new institution

Adding new institution

IMPORTANT: if ESFRI Project or National Project in which institution participates 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 projects from the Project List field. Also you must choose "Account Type" to be "Research Institute"

"Data Management" -> "Accounts" -> "green plus"

Ekarolis - Data Management - Accounts - EGI CRM adding institute.png

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"

"Data Management" -> "Accounts" -> "green plus"

Ekarolis - Data Management - Accounts - EGI CRM New ESFRI project.png


CRM Calendar

The calendar tool enables the automatization of tasks through reminders and the sharing of events and planned actions that could be of interest for the community. Through the calendar is possible to add tasks (ToDos) or Events (calls or meetings) and associate such activities with contacts and accounts. The calendar view enables programming recurring events, searching events and editing customized calendar settings.


EGI CRM toolbar calendar.jpg
EGI CRM calendar.jpg

Creating Reports and Analytics

Creating custom reports

1) List of institutes without the contacts

"Analytics" -> "Reports" -> "green plus" -> "Contacts"

Ekarolis - Analytics - Reports - EGI CRM create report.png

New window with a Wizard will be opened. Important steps are:

  • Step 2) Related Module (choose "Contacts" or "Accounts" - there is no difference)
  • Step 4) Selected Columns (choose the columns you want to see in the report)

IMPORTANT: "Project List" column under Accounts section is definitely what you want to see in the report output, because it will let you identify the projects, institutions participate in

  • Step 7) Filters (add conditions)

In our case we are building report "List of Institutes in The Netherlands without the contacts"

  • First condition is: "Account Name" field (under Contacts section) equals to a blank field.
  • Second condition is: "Assigned To" field (under Accounts section) equals to a value "NGI Netherlands (NL)"

Ekarolis - Analytics - Reports - EGI CRM institutes without contacts.png

Report output

IMPORTANT: if institute participates in more then one project, the list of projects is split by "|##|"

Ekarolis - Analytics - Reports - EGI CRM institute without contacts report output.png

2) List of institutes with the contacts

The report building how to is the same as previous just first condition above now is opposite: "Account Name" field (under Contacts section) not equals to a blank field.

3) List of contacts i never contacted