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

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(How to fill the web form for a Company)
(How to fill the web form for a Company)
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* <span style="color:red">'''EGI-Inspire partner'''</span>, if the company is an EGI-Inspire parter or not. Note: '''Mandatory'''
 
* <span style="color:red">'''EGI-Inspire partner'''</span>, if the company is an EGI-Inspire parter or not. Note: '''Mandatory'''
 
* <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">'''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">'''Interest in e-Infrastructure'''</span>, describing the interest shown on using e-Infrastructures for their 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.
  

Revision as of 18:05, 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 Company. Note: Mandatory
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI). Note: Mandatory. Note: Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group.
  • 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 activities. Note: Mandatory
  • Description, with a brief statement on the objectives and scope of the Research Institute.


Video

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