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.
CRM Use Case Record Contact
How to record a new contact
To create a Contact in EGI CRM:
- Log-in in EGI CRM
- From the top navigation blue menu, select Data Management and then Contacts
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Contact creation web form.
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.
- Mobile, cellular phone for the contact.
- 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.
- Contact ID, with a reasonable name for identifying the institution or project
- Account, account of the institution to which this contact is associated to.
- Created Time, Modified Time, automatic fields with the first and last changes done in the contact.
- Lead Source, indicating how this contact was obtained (e.g. An Event, EGI.eu, from colleague, Directly contacted contact creator, Internet, Project, Other).
- 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).
- Status, which can be either Active or non-Active.