LEADER ICT System User Guide Introduction to CRM

Transcription

1 LEADER ICT System User Guide Introduction to CRM 1

2 Index Introduction to CRM... 3 Overview... 3 Browsers... 3 Logging In... 3 Setting Basic Options... 8 Logging Out Navigation Views Sorting Filtering Jump Bar Searching Export to Excel

3 Introduction to CRM Overview The LEADER ICT System, utilises Dynamics CRM [Customer Relationship Management], which is a Microsoft solution to online customer relationship management. Browsers Dynamics is a web-based application and so it is viewed using a web browser. Because it is a Microsoft programme, it is best viewed using Microsoft Internet Explorer. If you have any difficulty in using the system your browser is the first thing you should check: Use Do not to use Devices not to use Microsoft Internet Explorer Google Chrome imac Microsoft Edge Mozilla Firefox Apple Safari ipad iphone Logging In (1) If you are opening Internet Explorer for the first time, go to the Search box by putting the cursor into the top right corner of the screen. If using Windows 10 use the search box in the bottom left of the screen. 3

4 (2) Type Internet Explorer and then click on the link that appears: (3) If you do not have Internet Explorer installed on your computer then download and install it from here: (4) Once Internet Explorer opens it is a good idea for ease of access to right-click on the icon in the taskbar and select Pin this programme to taskbar. 4

5 (5) You can check which version of Internet Explorer you are using by going to the cogwheel in the top right of the screen and choosing About Internet Explorer. We recommend you use Internet Explorer 10 or 11. If you do not have one of these versions please use the link above or contact your IT technician to upgrade. (6) In order to access the LEADER ICT System, type or alternatively use the Ctrl [Control] key and click on the following web address: 5

6 (7) The LEADER login screen opens: Select the option This is a private computer Enter the unique username and password supplied to you by Pobal (via ) Click the Log On Enter your username and password here. (8) When you log in you see the landing page as follows: If you are an IP User or IP Manager you will see the LDS area by default: 6

7 If you are an IP Project User you will just see the Projects area by default: Notes: Remember to store your username and password in a secure location in the event that you are unable to locate either your login details or your password, please onlinesupport@pobal.ie Your account will be deactivated if you do not access the LEADER ICT system for a period of three months. In this scenario, please contact Pobal Online to reactivate your account by at onlinesupport@pobal.ie or by telephone on

8 Setting Basic Options You can customise the particular screen where CRM opens for you as well as adjusting some basic settings for an optimum user experience as follows: (1) Click on File and choose Options: (2) On the General tab select the desired options: Ensure this is unchecked. Set to Project Management if you would like CRM to always open with the Projects area. Set to Projects if you would like CRM to always open with the Projects area. Set to the number of records desired in a view. If in an area with slow internet choose a lower value. 8

9 (3) On the Privacy tab choose Never send an error report to Microsoft about Microsoft Dynamics CRM and click OK. (4) The system now refreshes and reopens in the Projects area. Note: If you are a user working in a financial role, then for Default Pane you can choose LAG Management and for Default Tab choose Monthly Returns if you would like the system to open at the Monthly Returns as default. 9

10 Logging Out Users should be aware that after an extended period of inactivity the system will automatically log the user out for security reasons. In order to prevent unauthorised access, users should close all open windows within the LEADER ICT system when not actively using it. Here is how to do this: (1) To close a window select File and choose Close: 10

11 Navigation Here is an overview of navigating the LEADER ICT system: This is called the ribbon. The ribbon shows commands depending on which area of CRM one is in. This is called the Left Navigation. This is the main navigation area. In the Left Navigation area, we see the following links: Left Navigation Area LAG Management Project Management Overview of Entities This includes the following entities: Local Development Strategy Local Action Group or Implementing Partner Monthly Return Reports This includes the following entities: Projects Promoters Claims Notes: An IP User or IP Manager will see the LAG Management and Project Management areas. An IP Project User will just see the Project Management area. The LAG Management area is covered in the Phase 1 User Guide. 11

12 Within the Project Management area we have specific collections of information called entities. Entity Projects Promoters Claims Description Projects are saved in this area. Promoters are saved in this area. Claims are saved in this area. Note: Claims are not released yet. These are the three entities in the Project Management area. Notes: Mandatory Fields: Throughout CRM you will sometimes see fields marked with a red asterisk (*). These are mandatory fields and must be completed before the record can be saved. Recommended Fields: You may occasionally see fields with a blue cross (+). These are recommended fields i.e. it is recommended that you complete the field, however, the record can be saved even if these fields are not populated. Permissions: You should also note that on CRM you will only see your own Implementing Partner project record, for example your own Project details. 12

13 Views In any area (entity) of CRM there are System Views which are views that are part of the system and available to all users. These System Views show some or all of the records on the system depending on the configuration. For example when one visits the Projects entity, the default System View is Active Projects and this shows all your projects on the system. (1) Click on the arrow indicated to see all the available System Views. In the below example, we can use the system views to display information relating to the number and details of projects at each stage in the project lifecycle. These are different System Views (2) When in a particular view go to the View tab and click the Set As Default View button to set it as the default view for every time you visit this entity in CRM. 13

14 Sorting Records in a particular system view can be sorted just like in Excel. (1) Click on the Project Name column header to sort the column by Project Name. (2) The records are now sorted by Project Name i.e. from A to Z. Note the triangle signifying that records are now sorted by Stage. Note: If you click on a column header that is sorted A-Z, it will then sort by Z-A. Also note that occasionally there are some columns in a view that cannot be sorted for technical reasons. 14

15 Filtering Records in a view can be filtered just like in Excel. (1) Click on Filter to turn on filtering. (2) Click on the arrow beside Project Name and choose Custom Filter. These arrows appear when filtering is turned on. 15

16 (3) In the dialogue box choose Contains and Green and click OK. (4) The view is now filtered to projects that just contain Green in the name. Note the active filter icon. Note: Filtering is not case-sensitive. Green or green will both return projects with those characters in the name. 16

17 Jump Bar CRM also has a powerful search feature called the Jump Bar. This is an alphabetical list at the bottom of the screen that enables you to jump to records beginning with a particular letter. This feature works on the currently sorted column: (1) In the Jump Bar click L. (2) All records with Project Name beginning with L appear. Note: If you sort by a different column, the Jump Bar will then work on that column. It always works on whatever column the records are sorted by. 17

18 Searching Microsoft Dynamics CRM has a powerful search functionality which you can use to quickly find records such as a project with certain text in the title: (1) Enter the text in the search box e.g. Green and click the search icon. spacer Enter text here (2) The searched for record appears. Note: When searching, you can use an asterisk (*) to denote any unspecified character. This is called a wildcard. 18

19 Export to Excel CRM has an ability to export records to Excel as follows: (1) Put a tick mark beside the records you would like to export. (2) Click Export to Excel. 19

20 (3) Click Static worksheet with records from this page and click Export. 20

21 (4) Click Save. (5) Click Open. 21

22 (6) The file will open but will give a warning message because CRM exports records in a different format initially. Click Yes. (7) When the file opens in Excel choose File. 22

23 (8) Choose Save As. (9) For Save as type choose Excel Workbook and give the file a name. Then click Save. (10) The file is now saved in Excel. 23

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