Difference between revisions of "CRM Use Case Record Document"
Jump to navigation
Jump to search
(Created page with "If you want to Insert a new document into EGI CRM, you should proceed the following way: # Select Data Management → Documents # Click on the button add new Document After thi...") |
|||
Line 1: | Line 1: | ||
__TOC__ | |||
= How to create a new document = | |||
If you want to Insert a new document into EGI CRM, you should proceed the following way: | If you want to Insert a new document into EGI CRM, you should proceed the following way: | ||
# | # Log-in in [https://crm.egi.eu EGI CRM] | ||
# | # From the ''top navigation blue menu'', select '''Tools''' and then '''Documents''' | ||
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Document creation web form''. | |||
<br /> | <br /> | ||
Line 9: | Line 13: | ||
<br /> | <br /> | ||
= How to fill the web form for a document = | |||
The insertion of a new Document should contain the following fields: | The insertion of a new Document should contain the following fields: | ||
# Basic Information: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI Helpdesk[[CRM_FAQ]]. | # In the ''Basic Information'' section: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI Helpdesk[[CRM_FAQ]]. | ||
# Description: If additional comments needed please use it. | # In the Description: If additional comments needed please use it. | ||
# File Information: Download Type (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version | # File Information: Download Type (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version | ||
= How to associate a document to an account or contact= | |||
It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported. | It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported. | ||
<br /> | <br /> |
Revision as of 19:17, 3 April 2012
How to create a new document
If you want to Insert a new document into EGI CRM, you should proceed the following way:
- Log-in in EGI CRM
- From the top navigation blue menu, select Tools and then Documents
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Document creation web form.
How to fill the web form for a document
The insertion of a new Document should contain the following fields:
- In the Basic Information section: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI HelpdeskCRM_FAQ.
- In the Description: If additional comments needed please use it.
- File Information: Download Type (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version
How to associate a document to an account or contact
It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported.