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Contact Relationship Manager (CRM)
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assists administrators in effectively managing contacts, relationships, and collaborative efforts across various programs. These tools streamline the process of storing and organizing contact information while facilitating the tracking of connections.
Create contact
From the CRM page. Click PERSON tab.
Click the New Person on the upper right of the data browser.
Fill in all fields marked with an asterisk ( * ).
Special characters, such as punctuations, are allowed when specifying names of new and existing contacts. Although the remaining fields are optional, we encourage you to fill these in.
Once done, in the upper right corner click Save.
Wait for the notification that the new assigned contact was successfully created.
If you want to add a new user click Yes on the modal page else click No to exit.
View Contact Information
Click the
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View icon to see the account information from the CRM page.The data browser will quickly display the INSTITUTIONS basic information.
Delete Contact Information
Click the
Delete icon to remove the account from the CRM page.
The data browser will prompt.
Click Submit if to delete else click Cancel.
Add Additional Information
Click the
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Edit icon to modify the account information from theCRM page.From the available tabs below the UPDATE PERSON page, go to ADDITIONAL INFORMATION tab.
Click the Add Information button at the upper right corner of the data browser.
Select the type of information to add and input the value.
Click Save and wait for the notification that the new information was successfully added.
An error message will be prompted for duplicate values.
Delete Address
From the CRM page. Click the
Edit icon to modify.Go to Institution field.
Click the
icon beside the old institution name to delete.Click the drop-down field for Institution to select.
Select the correct Primary Address on adjacent field.
On the ADDRESSES tab data browser, click
Delete icon to remove the previously saved address.Wait for the notification that the previously saved address is deleted.
Create Institution
From the CRMpage. Click INSTITUTIONS.
Click the New Institution button on the upper right of the data browser.
Fill in all fields marked with an asterisk ( * ).
Once done, in the upper right corner click Save.
Wait for the notification that the new assigned institution was successfully created.
Forms features a type-ahead fields for contact type, purpose, and crop
View Institution Information
Click the
View icon to see additional information of an Institution from the CRM page.The data browser will quickly display the INSTITUTIONS basic information.
Delete Institution Information
Click the
Delete icon to remove the institute from the CRM page.The data browser will prompt.
Click Submit if you want to delete else click Cancel.