Difference between revisions of "CRM Use Case Record Company Data"

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(How to fill the web form for a Company)
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= How to fill the web form for a Company =  
 
= How to fill the web form for a Company =  
  
* <span style="color:red">'''Organization Name'''</span>, a reasonable name for identifying the Research Institution.
+
* <span style="color:red">'''Organization Name'''</span>, a reasonable name for identifying the Company. Note: '''Mandatory'''
 
* <span style="color:red">'''Organization Number'''</span>, an automatically generated number. Do not change it the contents of this field.
 
* <span style="color:red">'''Organization Number'''</span>, an automatically generated number. Do not change it the contents of this field.
* <span style="color:red">'''Account Acronym'''</span>, a shorter name for identifying the Research Institution or project.
+
* <span style="color:red">'''Account Acronym'''</span>, a shorter name for identifying the Company.
* <span style="color:red">'''Account Type'''</span>, select Research institution.
+
* <span style="color:red">'''Account Type'''</span>, select Company. Note: '''Mandatory'''
 
* <span style="color:red">'''Status'''</span>, which can be either ''Active'' or ''non-Active'' depending if the account is valid, or if at a given point became invalid.
 
* <span style="color:red">'''Status'''</span>, which can be either ''Active'' or ''non-Active'' depending if the account is valid, or if at a given point became invalid.
* <span style="color:red">'''Country'''</span>, select the country where the Research Institution is hosted, if applicable.
+
* <span style="color:red">'''Country'''</span>, select the country where the Company is hosted, if applicable.
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented.
+
* <span style="color:red">'''Website'''</span>, for the Company.
 
* <span style="color:red">'''Email'''</span>, if applicable.
 
* <span style="color:red">'''Email'''</span>, if applicable.
* <span style="color:red">'''Project List'''</span>, select the individual projects (ESFRI, National or Others) where this Research Institution is involved. More than on project can be selected. If the project that you are looking for is not in the options list, you have to first create an Organization for that project.
+
* <span style="color:red">'''Project List'''</span>, select the individual projects (ESFRI, ESFRI-Cluster, INFRA, National or Others) where this Company is involved. More than one project can be selected. If the project that you are looking for is not in the options list, you have to first create an Organization for that project.
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization, if applicable.  
+
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization. Note: '''Mandatory'''
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI).
+
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI). Note: '''Mandatory'''
* <span style="color:red">'''Start Date'''</span>, if applicable.
+
* <span style="color:red">'''EGI-Inspire partner'''</span>, if the company is an EGI-Inspire parter or not. Note: '''Mandatory'''
* <span style="color:red">'''End Date'''</span>, if applicable.
+
* <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI. Note: '''Mandatory'''
 +
* <span style="color:red">'''Interest in e-Infrastructure'''</span>, describing the interest shown on using e-Infrastructures for their research activities. Note: '''Mandatory'''
 
* <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the Research Institute.
 
* <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the Research Institute.
* <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI.
 
* <span style="color:red">'''Interest in e-Infrastructure'''</span>, describing the interest shown on using e-Infrastructures for their research activities.
 
  
 
<br />
 
<br />

Revision as of 17:52, 27 February 2013

How to record a new Company

Companies should be recorded in EGI CRM as an Organization. To create an Organization in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Organizations
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.


EGI CRM UCI Company.png

How to fill the web form for a Company

  • Organization Name, a reasonable name for identifying the Company. Note: Mandatory
  • Organization Number, an automatically generated number. Do not change it the contents of this field.
  • Account Acronym, a shorter name for identifying the Company.
  • Account Type, select Company. Note: Mandatory
  • Status, which can be either Active or non-Active depending if the account is valid, or if at a given point became invalid.
  • Country, select the country where the Company is hosted, if applicable.
  • Website, for the Company.
  • Email, if applicable.
  • Project List, select the individual projects (ESFRI, ESFRI-Cluster, INFRA, National or Others) where this Company is involved. More than one project can be selected. If the project that you are looking for is not in the options list, you have to first create an Organization for that project.
  • Scientific Discipline, choose the main scientific domain for the Organization. Note: Mandatory
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI). Note: Mandatory
  • EGI-Inspire partner, if the company is an EGI-Inspire parter or not. Note: Mandatory
  • Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI. Note: Mandatory
  • Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities. Note: Mandatory
  • Description, with a brief statement on the objectives and scope of the Research Institute.


Video

Check the CRM Videos section to see the tutorial on how to add an Account