COINS OA Enhancement: MK My CRM Enhancements

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Amberly Walton
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1 Document Ref: OA_CE-MK006 (PDR 23414) Date: Oct Document Version: 1.0 Modules Affected: Regions: CRM / Marketing All Earliest available version of COINS: COINS OA v11.02 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on the COINS web site Client Area. Construction Industry Solutions 6 Airport Park Blvd. Latham, NY Construction Industry Solutions

02 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and

2 Contents 1 Overview Configuration Parameters Add/Remove Opportunities Notifications Add CRM Personnel to Opportunity Remove CRM Personnel from Opportunity Change CRM Personnel Role on Opportunity Add Records to My CRM Add Company, Contact, Opportunity, or Event after Updating Add Opportunity s Company and Contact... 6 Construction Industry Solutions, Oct Page 2 of 6

3.3 Change CRM Personnel Role on Opportunity... 6 2.4 Add Records to My CRM... 6 2.4.1 Add Company, Contact, Opportunity, or Event after Updating.

3 1 Overview A number of new MK parameters have been added to the CRM/Marketing module to improve My CRM functionality. Depending on how these parameters are set up, changes to records in the MK Opportunities (Projects) Workbench (such as additions, updates, removals) can automatically update an individual user s My CRM. notifications regarding these changes can also be sent out automatically to appropriate personnel. The enhancements that have been made to improve the My CRM functionality are explained in detail in this document. 2 Configuration 2.1 Parameters The following parameters in CRM > Setup > Configuration > MK Parameters have been added to the CRM module to allow for My CRM enhancements. Parameter MYCRMPROJADD MYCRMPROJREMV MYCRMPROJADD2 MYCRMPROJADD3 MYCRMPROJ 1 MYCRMPROJ 2 MYCRMPROJ 3 Description Use this parameter to add an Opportunity to the My CRM of Personnel after adding them to an Opportunity. Use this parameter to remove an Opportunity from user s My CRM after removing them (personnel) from an Opportunity. Use this parameter to add a Company, Contact, Opportunity, or Event to My CRM after updating a record. Use this parameter to add an Opportunity s Contacts and Companies to the assigned personnel s My CRM. Use this parameter to send notifications to Personnel when they are added to an Opportunity. Use this parameter to send notifications to Personnel when they are removed from an Opportunity. Use this parameter to send notifications to Personnel when their role on an Opportunity has been changed. Construction Industry Solutions, Oct Page 3 of 6

CRM. Email notifications regarding these changes can also be sent out automatically to appropriate personnel.

4 2.2 Add/Remove Opportunities When any Personnel (who are OA users) are added or removed in the MK Opportunities (Projects) Workbench, the parameters below determine whether the Opportunity is automatically added/removed from their My CRM. If MYCRMPROJADD is set to Y, and CRM Personnel are added to an Opportunity, the Opportunity is automatically added to each person s My CRM. If MYCRMPROJREMV is set to Y, and CRM Personnel are removed from an Opportunity, the Opportunity is automatically removed from each person s My CRM Notifications Add CRM Personnel to Opportunity When CRM Personnel are added to an Opportunity, the MK/MYCRMPROJ 1 parameter determines whether an is sent to notify users of their role in the Opportunity. If MYCRMPROJ 1 is set to Y, notification is sent to all Opportunity Team Personnel (OA users only). It will not be sent to a user who assigns him/herself to a record. If MYCRMPROJ 1 is set to N, notification is not sent. The basic format of the notification is shown below. Subject COINS CRM Opportunity Assignment: {pij_dispno} {pij_name} Body <Link to Opportunity> Opportunity Name: Status: Sub Status: #: Assignee: Opportunity Role: [ClientLabel1]: Contact: [ClientLabel2]: Contact: PRIMARY PERSONNEL Construction Industry Solutions, Oct Page 4 of 6

If MYCRMPROJREMV is set to Y, and CRM Personnel are removed from an Opportunity, the Opportunity is automatically removed from each person s My CRM. 2.3

5 Sales Rep: [Personnel Role 2]: [Personnel Role 3]: [Personnel Role 4]: [Personnel Role 5]: [Personnel Role 6]: Quals Due: Bid Due: Bid Value: Job Value: NOTES Date: Author: Note: Date: Author: Note: Remove CRM Personnel from Opportunity When CRM Personnel are removed from an Opportunity, the MK/ MYCRMPROJ 2 parameter determines whether an is sent to notify users of the removal. If MYCRMPROJ 2 is set to Y, notification is sent to all Opportunity Team Personnel (OA users only). It will not be sent to a user who assigns him/herself to a record. If MYCRMPROJ 2 is set to N, notification is not sent. The basic format of the notification is shown below. Subject COINS CRM Opportunity Assignment Removed: Body [Full Name] has been removed from as. Construction Industry Solutions, Oct Page 5 of 6

If MYCRMPROJEMAIL2 is set to Y, email notification is sent to all Opportunity Team Personnel (OA users only). It will not be sent to a user who assigns him/herself to a record.

6 2.3.3 Change CRM Personnel Role on Opportunity When a CRM Personnel role is changed, the MK/ MYCRMPROJ 3 parameter determines whether an is sent to notify users of the role change. If MYCRMPROJ 3 is set to Y, notification is sent to all Opportunity Team Personnel. It will not be sent to a user who updates the record. If MYCRMPROJ 3 is set to N, notification is not sent. The basic format of the notification is shown below. Subject COINS CRM Opportunity Assignment Change: Body <Link to Opportunity> Assignee: Updated Opportunity Role: DISPLAY FULL FIRST & LAST NAME Opportunity Name: Status: Sub Status: #: 2.4 Add Records to My CRM Add Company, Contact, Opportunity, or Event after Updating When you update/edit a Company, Contact, Opportunity, or Event record, the record is also automatically added to your My CRM when the MYCRMPROJADD2 parameter is set to Y. This includes any subrecords, such as Notes and Journals Add Opportunity s Company and Contact When an Opportunity is added to your My CRM (manually or automatically), and the MYCRMPROJADD3 parameter is set to Y, the Companies and Contacts of that Opportunity are also added to your My CRM. Construction Industry Solutions, Oct Page 6 of 6

If MYCRMPROJEMAIL3 is set to N, email notification is not sent. The basic format of the email notification is shown below.

COINS OA Enhancement: CRM Opportunity References

COINS OA Enhancement: CRM Opportunity References Document Ref: OA_CE-MK001 (PDR 22821) Date: Nov-05-2013 Document Version: 0.1 Modules Affected: CRM Earliest available version of COINS: COINS OA 10.28 Documentation Updated: This document may contain