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Difference between revisions of "CRM Use Case Record Contact"

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Contact define individual persons that are associated to the institution accounts created. As in the case of the accounts, part of the information is general and part is related to the specific case of EGI-CRM. The fields required are the following:
Contact define individual persons that are associated to the institution accounts created. As in the case of the accounts, part of the information is general and part is related to the specific case of EGI-CRM. The fields required are the following:
* '''First Name''', '''Last Name''', with the name and surname of the contact.
* <span style="color:red">'''First Name''', '''Last Name'''</span>, with the name and surname of the contact.
* '''Mobile''', cellular phone for the contact.
* '''Contact ID''', automatically generated, do not change it
* '''Title''', title or position of the contact in the organization.
* '''Email''', '''Other email''', main and alternate e-mail contacts.
* '''Personal Web Page''', URL of personal page, if any.
* '''Personal Web Page''', URL of personal page, if any.
* '''Contact ID''', <span style="color:#009000"> with a reasonable name for identifying the institution or project </span>
* <span style="color:red">'''Lead Source'''</span>, indicating how this contact was obtained (e.g. An Event, EGI.eu, from colleague, Directly contacted contact creator, Internet, Project, Other).
* '''Account''', account of the institution to which this contact is associated to.
*<span style="color:red">''' Role'''</span>, of the contact.
* '''Created Time''', '''Modified Time''', automatic fields with the first and last changes done in the contact.
* '''Email''', main e-mail.
* '''Lead Source''', indicating how this contact was obtained (e.g. An Event, EGI.eu, from colleague, Directly contacted contact creator, Internet, Project, Other).
* <span style="color:red">'''Project List'''</span>, select the individual projects (ESFRI, National or Others) where this Contact 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 account for that project.
* '''Degree of Contact''', indicating the frequency of contact (e.g. No contact, Once, Occasional, Regular).
* '''Project Membership''', choosing between ESFRI and Others.
* '''Project List''', choosing the acronym from an already pre-filled list.
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI).  
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI).  
* '''Status''', which can be either Active or non-Active.
* <span style="color:red">'''Degree of Contact'''</span>, indicating the frequency of contact (e.g. No contact, Once, Occasional, Regular).
* <span style="color:red">'''Status'''</span>, which can be either Active or non-Active.

Revision as of 18:04, 23 March 2012

How to record a new contact

To create a Contact in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Data Management and then Contacts
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Contact creation web form.


EGI CRM UCI Contact.png

How to fill the web form for a Contact

Contact define individual persons that are associated to the institution accounts created. As in the case of the accounts, part of the information is general and part is related to the specific case of EGI-CRM. The fields required are the following:

  • First Name, Last Name, with the name and surname of the contact.
  • Contact ID, automatically generated, do not change it
  • Personal Web Page, URL of personal page, if any.
  • Lead Source, indicating how this contact was obtained (e.g. An Event, EGI.eu, from colleague, Directly contacted contact creator, Internet, Project, Other).
  • Role, of the contact.
  • Email, main e-mail.
  • Project List, select the individual projects (ESFRI, National or Others) where this Contact 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 account for that project.
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI).
  • Degree of Contact, indicating the frequency of contact (e.g. No contact, Once, Occasional, Regular).
  • Status, which can be either Active or non-Active.