Salesforce Customer Relationships Management (CRM) System

Size: px
Start display at page:

Download "Salesforce Customer Relationships Management (CRM) System"

Transcription

1 Salesforce Customer Relationships Management (CRM) System User s Manual for External Users Version st May 2015

2 Contents 1. Customer relationship management (CRM) system Intro and Login Navigating CRM CRM system Interface Basic concepts: Objects and Records View the list of your records (Contacts/ Organizations) View the details of your Records Edit Contacts or Organizations Using Searches Using Searches Organizations Updating an Existing Organization Contacts Adding a New Contact Updating an Existing Contact Affiliations Contact Primary Affiliation Creating Additional Affiliations CRM User's Management Provisioning of external users CRM Reports CCM Reports CRM Users Support and Additional information... 14

3 1. Customer relationship management (CRM) system. 1.1 Intro and Login The Customer Relationship Management (CRM) System is one of the core Global Fund s information management systems. The CRM system allows users to record and manage business relationships, data and information associated with them. CRM is also one of the Global Fund s Grant Management Platform applications. Grant Management Platform (GMP) is The Global Fund s online grants data management information system, powered by Salesforce. The CRM system is an online system, so you need to have an Internet browser installed on your computer to access it. The recommended browsers to work with CRM are Microsoft Internet Explorer versions 9, 10, and 11; Google Chrome; and Mozilla Firefox. Detailed information on the currently supported browser versions can be found under the link: https://help.salesforce.com/apex/htviewhelpdoc?id=getstart_browser_overview.htm Start working with CRM To access CRM, you should open your internet browser and type in this URL Then you need to press the big blue button Access the Grant Management Platform and enter your user name and password. If you do not have a user name and password yet, please contact your CCM admin (if you are a CCM member) or your Secretariat country team (in other cases, or if you are a new CCM admin). If you have forgotten your password, please send a message to

4 Once logged in, you will see two tabs: Contacts and Organizations, representing the CRM application of the Grant Management Platform. **Please note that your CRM application interface might look slightly differently depending on your system configuration settings and the access rights that you have (for example, some of you might not see the Organizations tab). 2. Navigating CRM 2.1 CRM system Interface Important remark! - Please use English alphabet only whenever you type in any data to the CRM system. Data typed in using other alphabets might be processed incorrectly by the system. Organizations and Contacts are the two primary objects through which you will access your reference data in the CRM system. They are located at the top left of the Salesforce home page. 2.2 Basic concepts: Objects and Records Two key CRM terms used in this User s Manual are Object(s) and Record(s). An Object allows you to store information in CRM and is the overall definition of the type of information you are storing. E.g., the Organization Object allows you to store information regarding organizations you interact with. For each object, The Global Fund will have multiple records that store the information about specific instances of that type of data.

5 A Record is a single instance of a CRM object. For example, UNAIDS might be the name of an Organization record. 2.3 View the list of your records (Contacts/ Organizations) To view the full list of your contacts or organizations please select the Contacts or Organizations tab and then select the view All Contacts or All Organizations. The CRM system will provide you the full list of your contacts or organizations. 2.3 View the details of your Records Select the record you want by clicking on the name of the Organization (or Contact). Selecting and pressing on the Contact or Organization name will redirect you to view the information stored on this individual record through Record Detail View page.

6 All the details related to the selected Organization or Contact are represented on this page. Record details are displayed in fields arranged in one/two columns and divided into sections. 2.3 Edit Contacts or Organizations You can edit fields individually by double-clicking the field and then changing the value. To edit all fields simultaneously press the Edit button that appears at the top of the record detail page. You will be redirected to a page where all editable fields are displayed as text boxes / pick lists / checklists. Non-editable fields (e.g. formula fields or fields restricted to read only) are not displayed in the Edit view.

7 3. Using Searches 3.3 Using Searches Located at the top of all Grants Management Platform (Salesforce) CRM pages next to The Global Fund logo, the search bar allows you to search all fields on all records for matching values. Search for names of a Contact or Organization, but also for values like or phone numbers. Matching records which contain that value will be returned. Important remark - By default and to speed up the search, CRM will search first into the contacts, organizations that you access more frequently. If the record you were trying to find is not returned in the search, please press the Search All button to trigger search into the full CRM system. 4. Organizations 4.1 Updating an Existing Organization

8 Important remark! - Please use English alphabet only whenever you type in any data to the Salesforce CRM system. Data typed in using other alphabets might be processed incorrectly by the system. Update fields on an existing organization through the Record Detail page. Double click the value of any editable field and the field will automatically display the editable version. Remember to hit Save after making edits. Click Edit at the top of the Record Detail page to update multiple fields at a time. You will be directed to a Record Edit page where you can edit all editable fields simultaneously. Note: as an external user, you are not able to create organizations (CCMs); you can only edit their information. Please contact your country team or if you need to create any. 5. Contacts

9 5.1 Adding a New Contact Click the Contact tab and the New button to add a New Contact. Select the respective Contact Record Type ( Applicant/Coordinating Mechanism for CCM contacts) and press Continue. The New Contact page contains a list of blank fields.

10 The fields marked in red are mandatory fields and needs to be filled in order to process further with saving the contact. Please note - The organization Name field is a lookup to any record in the Organization object. You cannot simply type the name of an organization as in free text, unless the spelling is 100% correct. Best practice is to type the first few letters of the Account and use the * as a wildcard, then click on the magnifying glass and select the account. 5.2 Updating an Existing Contact Important remark! - Please use English alphabet only whenever you type in any data to the Salesforce CRM system. Data typed in using other alphabets might be processed incorrectly by the system.

11 Update fields on existing contacts through the Record Detail page. Double click the value of any editable field and the field will display an editable version. Remember to hit Save. Update multiple fields at a time by clicking Edit at the top of the Record Detail page. This will direct you to the Record Edit page where you can edit all fields simultaneously. Only editable fields are shown in this view. 6. Affiliations 6.1 Contact Primary Affiliation On every contact record, there is a field called Organization Name. This is a contact s Primary Affiliation. An Affiliation corresponds to the link that exists between an Organization and a Contact. When the value of this field is changed, an Affiliation Record is created. The Affiliation Record is automatically populated with the Organization Name and Title from the related Contact record. The Start Date is set to today. Generally, you will use this Affiliation Record to link a new contact to your Organization (CCM). If you change the value of this field from one Organization to another, the CRM system will also automatically change the Status of the old Primary Affiliation to Former and stamp the Affiliation s End Date as Today.

12 6.2 Creating additional affiliations Typically, you would create additional affiliations only in rare cases; for instance, if the contact already exists in another organization and you would need to link them to yours. You can also create additional affiliations from the Affiliated Contacts related list on an Organization Record, and from the Affiliated Organizations related list on the Contact record. Note: you are only allowed to create Affiliations to Organizations that you manage directly.. 7. CRM users management. 7.1 Provisioning of external users

13 Notice - This section mainly relates to the users who are authorized to manage contacts for its organization. Not all the CRM users can manage contacts. If you can manage contacts, this procedure will allow you to give access to the Global Fund systems to new contacts. Not all users can manage contacts it is mainly related CCM Admin focal points. The general procedure of Global Fund systems users provisioning consists of two mandatory steps. Step 1. Tick external user on the Contact Record. Step 2. Update the Access Level on the affiliation record. To provide access to the Global Fund s systems (Grants Management Platform, for example) for ab external user, proper completion of both steps is mandatory. Step 1. Tick external user on the Contact Record. To create a CRM External user you should go to the Contacts detail view page and mark the External User checkbox. Step 2. Updating the Access Level on the affiliation record. To grant access to the Global Fund s information systems for the Contact you need to make sure that the Affiliation to the respective organization (CCM, for example) is created for this Contact, that the affiliation status is Current and that the access level is not set to No Access.

14 To provide access for the user to CAT Tool only, it is enough to complete Step 1.(Tick external user on the Contact Record). After completing Step 1 and (optionally) Step 2, a notification with access details and credentials will be send to the user s address stored in the contact details for this user. Please make sure that the actual address is stored in the user contact record. Please Note It might take up to 24 hours until access is granted or access level changed. The user will then receive an automatic notification from indicating their user name. Another message will follow, containing the password. 8. CRM Reports. 8.1 CCM Reports For the moment, the generation of the CCM reports is not provided to user as a self-service. This feature will be available in a future release of the CRM on GMP. In the meantime, please follow the steps below if you need to get one or more of the CCMrelated endorsement reports. 1. Update or ask your Country team to update the information related to the report in CRM (for instance, the CCM members list, etc) 2. Submit a request to describing which report(s) you need. Please copy your country team on this request. 3. Report(s) will be generated from CRM by the Global Fund technical team and provided to you within 24 hours. 9. CRM Users Support and Additional Information. CRM users support is provided through request submitted to Related videos (in English) on how to use CRM system can be accessed through the links below: Creating an Organization Creating a Contact Creating an Affiliation

Portal Recipient Guide

Portal Recipient Guide Portal Recipient Guide Lindenhouse Software Limited 2015 Contents 1 Introduction... 4 2 Account Activation... 4 3 Forgotten Password... 9 4 Document signing... 12 5 Authenticating your Device & Browser...

More information

8x8 Click2Pop User Guide

8x8 Click2Pop User Guide USER GUIDE 8x8 User Guide Getting Started with April 2014 Contents Introduction... 3 What s new.... 3 8x8.... 3 Here is how works...4 8x8 Click2Connect.... 4 Requirements.... 4 Installation on Microsoft

More information

Managed Devices - Web Browser/HiView

Managed Devices - Web Browser/HiView Managed Devices - Web Browser/HiView All Hirschmann managed devices have a web based GUI interface available for configuration purposes. This is typically the primary means of configuration used for most

More information

RingCentral for Desk. User Guide

RingCentral for Desk. User Guide RingCentral for Desk User Guide RingCentral for Desk User Guide Contents Contents Introduction... 3 About the RingCentral for Desk........................................................ 4 About this Guide.................................................................

More information

TimeTrade Salesforce Connector Administrator Guide

TimeTrade Salesforce Connector Administrator Guide TimeTrade Salesforce Connector Administrator Guide TimeTrade Systems, Inc. Step- by- step instructions for installing and configuring the Salesforce Connector Installation & Configuration Guide Table of

More information

Somalia Online Projects System

Somalia Online Projects System Somalia Online Projects System CHF DATABASE Main steps 1. Partner registration. This is upon submission of the partners profile (certificate of registration, contact details, board of directors details,

More information

SMS for Outlook. Installation, Configuration and Usage Guide

SMS for Outlook. Installation, Configuration and Usage Guide SMS for Outlook Installation, Configuration and Usage Guide INTRODUCTION Installing TxTStream s SMS for Outlook is easy and will only take a minute or two. We will be using screen shots from a Windows

More information

DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE

DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE March 10, 2015 v2 Contents Getting an Account Logging In Creating a New Case Updating an Existing Case Using the Knowledgebase Welcome to the DDN Customer

More information

RingCentral for Zendesk. Administrator Guide

RingCentral for Zendesk. Administrator Guide RingCentral for Zendesk Administrator Guide RingCentral for Zendesk Admin Guide Contents Contents Introduction... 3 About RingCentral for Zendesk.........................................................

More information

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013 Qvidian Playbooks & Salesforce Setup Guide Fall Release 2013 Last Updated: 11/12/2013 Introduction Welcome to Qvidian Sales Playbooks & Analytics! This guide is directed toward CRM Administrators, Playbook

More information

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section...

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section... Step by Step Guide PSA 2015 Module 5 5.1 calendar view 5.2 by line 5.3 Instant Time Entry PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved.

More information

Google Trusted Stores Setup in Magento

Google Trusted Stores Setup in Magento Google Trusted Stores Setup in Magento Google Trusted Stores is a free badging program that can improve your conversion rate and average order size by reassuring potential customers you offer a great shopping

More information

8x8 Virtual Office Click2Pop for eagent Setup Guide

8x8 Virtual Office Click2Pop for eagent Setup Guide 8x8 Virtual Office April 2012 Table of Contents 8x8 Click2Pop for eagent... 3 8x8 Click2Pop provides eagent CRM with two functions:... 3 Requirements.... 3 Installation... 3 Start the Application and Integrate

More information

Charter Business Phone. Online Control Panel Getting Started Guide. Document Version 1.0

Charter Business Phone. Online Control Panel Getting Started Guide. Document Version 1.0 Charter Business Phone Online Control Panel Getting Started Guide Document Version 1.0 Table of Contents 1 About This Guide...4 2 Overview...5 2.1 Online Control Panel and Call Manager... 5 3 Manual and

More information

3. Viewing and Restoring Email Items and Files from the Mimosa Archive

3. Viewing and Restoring Email Items and Files from the Mimosa Archive 1. Introduction The Mimosa Archive Self-service Retrieve (SSR) Client provides access to email items archived using the NearPoint system. You can use the Mimosa Archive SSR Client to perform the following

More information

Hubcase for Microsoft Dynamics CRM Installation and Configuration Guide

Hubcase for Microsoft Dynamics CRM Installation and Configuration Guide Hubcase for Microsoft Dynamics CRM Installation and Configuration Guide 1. Overview... 2 2. Install Hubcase for Dynamics CRM solution... 3 3. Setup and configure your Hubcase membership... 7 3.1. Sign

More information

RingCentral for Salesforce. User Guide

RingCentral for Salesforce. User Guide RingCentral for Salesforce User Guide Table of Contents Table of Contents 3 Introduction 3 About RingCentral for Salesforce 3 About This Guide 4 Basics 4 Options 5 Log in 6 Placing Calls 7 Placing an International

More information

Global UGRAD Program

Global UGRAD Program Application Instructions for Global UGRAD 2016-2017 Portal Step-by-Step I. REGISTERING FOR THE PROGRAM Google Chrome and Mozilla Firefox work best when completing the UGRAD application. We do NOT recommend

More information

RingCentral for Desk. Admin Guide

RingCentral for Desk. Admin Guide RingCentral for Desk Admin Guide RingCentral for Desk Admin Guide Contents Contents Introduction... 3 About RingCentral for Desk........................................................... 4 About this

More information

Introduction to RefWorks

Introduction to RefWorks University of Malta Library Introduction to RefWorks A Guide to Prepare & Submit your Personal Academic Publication List Stefania Cassar Outreach Librarian Email: refworks.lib@um.edu.mt Last updated: 3

More information

FDT 720P WiFi Camera Desktop Access Setup Guide

FDT 720P WiFi Camera Desktop Access Setup Guide FDT 720P WiFi Camera Desktop Access Setup Guide Desktop Access Setup Set up Desktop Access for your FDT 720P WiFi Camera on your local network. The FDT web interface will enable you to access its features

More information

Hubcase for Salesforce Installation and Configuration Guide

Hubcase for Salesforce Installation and Configuration Guide Hubcase for Salesforce Installation and Configuration Guide Note: This document is intended for system administrator, and not for end users. Installation and configuration require understanding of both

More information

The system is asking me to login again and says my session has timed out. What does this mean?

The system is asking me to login again and says my session has timed out. What does this mean? What browser types are supported? Do I need to allow cookies? What are session cookies? The system is asking me to login again and says my session has timed out. What does this mean? I am locked out after

More information

Self-Service Password Manager

Self-Service Password Manager WWW.ROSE-HULMAN.EDU/EIT OFFICE OF ENTERPRISE INFORMATION TECHNOLOGY Self-Service Password Manager Rose-Hulman Institute of Technology has implemented a self-service password manager that provides an easy-to-use

More information

Recommended Browser Setting for MySBU Portal

Recommended Browser Setting for MySBU Portal The MySBU portal is built using Microsoft s SharePoint technology framework, therefore, for the best viewing experience, Southwest Baptist University recommends the use of Microsoft s Internet Explorer,

More information

Standard Client Configuration Requirements

Standard Client Configuration Requirements Test Developer s Studio (TDS) Standard Client Configuration Requirements Information Technologies (IT) Content Applications Development Group (CADG) Version 1.0 February 20, 2008 Copyright 2008 by NCS

More information

Using Internet Archive: A guide created by the Digital POWRR Project

Using Internet Archive: A guide created by the Digital POWRR Project June 2014 1 Internet Archive is a way to archive public domain materials free of charge. It is important to have multiple backups of digital files in case of unexpected loss of originals. Table of Contents

More information

Gravity Forms: Creating a Form

Gravity Forms: Creating a Form Gravity Forms: Creating a Form 1. To create a Gravity Form, you must be logged in as an Administrator. This is accomplished by going to http://your_url/wp- login.php. 2. On the login screen, enter your

More information

Microsoft Dynamics CRM Clients

Microsoft Dynamics CRM Clients Microsoft Dynamics CRM Clients A user can work with Microsoft Dynamics CRM in two ways: By accessing the Microsoft Dynamics CRM application using Microsoft Internet Explorer, Google Chrome, FireFox, and

More information

1. Right click using your mouse on the desktop and select New Shortcut.

1. Right click using your mouse on the desktop and select New Shortcut. offers 3 login page styles: Standard Login, List Login or Quick Time Punch. Each login page can be saved as a shortcut to your desktop or as a bookmark for easy fast login access. For quicker access to

More information

Remote Desktop Web Access. Using Remote Desktop Web Access

Remote Desktop Web Access. Using Remote Desktop Web Access Remote Desktop Web Access What is RD Web Access? RD Web Access is a Computer Science service that allows you to access department software and machines from your Windows or OS X computer, both on and off

More information

Manual Wireless Extender Setup Instructions. Before you start, there are two things you will need. 1. Laptop computer 2. Router s security key

Manual Wireless Extender Setup Instructions. Before you start, there are two things you will need. 1. Laptop computer 2. Router s security key 1 Manual Wireless Extender Setup Instructions Before you start, there are two things you will need. 1. Laptop computer 2. Router s security key Setting up LAN Static IP on PC We need to set up a Static

More information

Buddy User Guide. www.connectnz.co.nz 1

Buddy User Guide. www.connectnz.co.nz 1 Buddy User Guide www.connectnz.co.nz 1 Contents Please click titles to navigate through the guide CHAPTER 1 What is Buddy TM and first steps Setting up Buddy TM on your browser and logging in 3 CHAPTER

More information

Embraiz CRM System User Guide

Embraiz CRM System User Guide Embraiz CRM System User Guide Version Date Prepared By Remark V 1.0 2008-10-6 Lok shu V 2.0 2008-10-9 Yolanda Tang V 3.0 2008-12-11 Yolanda Tang Contents Preface... 4 About this user guide... 4 Audience...

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

Installation and Setup of Google Drive for Students on Mac OS X

Installation and Setup of Google Drive for Students on Mac OS X Installation and Setup of Google Drive for Students on Mac OS X Purpose: This guide will lead you through the Google Drive Installation and Configuration. Pre-requisites: 1) ODU Student Gmail account 2)

More information

Accessing the Illinois CRM Report Archive Database

Accessing the Illinois CRM Report Archive Database Accessing the Illinois CRM Report Archive Database Connecting to the Illinois CRM Report Archive Database The Illinois CRM Report Archive is a web-based database. Browsers supported are: Windows: Internet

More information

Setting up a Scheduled task to upload pupil records to ParentPay

Setting up a Scheduled task to upload pupil records to ParentPay Setting up a Scheduled task to upload pupil records to ParentPay To ensure that your setup goes ahead without any issues please first check that you are setting the scheduled task up on the SIMS server

More information

Terminal Four. Content Management System. Moderator Access

Terminal Four. Content Management System. Moderator Access Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is

More information

Broward Single Sign-On User Guide

Broward Single Sign-On User Guide Version 2.0 11/10/16 Table of Contents 1 About This Guide... 1 1.1... How the Document is Organized... 1 1.2... Who Should Use This Guide... 1 1.3... Typographical Conventions... 1 2 Introduction... 2

More information

Getting Started in Fireside21

Getting Started in Fireside21 Getting Started in Fireside21 Everyone here at Fireside21 is excited to be working with you and your office. Our Fireside CRM (Constituent Relationship Management) software will be a tool your entire staff

More information

Single Sign-On Administrator s Guide

Single Sign-On Administrator s Guide Single Sign-On Administrator s Guide Released 11/22/2013 About this Guide This guide is designed for the people who handle software administrative duties for their agency or organization, and have the

More information

New Online Banking Guide for FIRST time Login

New Online Banking Guide for FIRST time Login New Online Banking Guide for FIRST time Login Step 1: Login Enter your existing Online Banking User ID and Password. Click Log-In. Step 2: Accepting terms and Conditions to Proceed Click on See the terms

More information

Egnyte Single Sign-On (SSO) Installation for OneLogin

Egnyte Single Sign-On (SSO) Installation for OneLogin Egnyte Single Sign-On (SSO) Installation for OneLogin To set up Egnyte so employees can log in using SSO, follow the steps below to configure OneLogin and Egnyte to work with each other. 1. Set up OneLogin

More information

Secure Email A Guide for Users

Secure Email A Guide for Users Secure Email A Guide for Users October 14, 2013 10/13 TABLE OF CONTENTS USING THE SYSTEM FOR THE FIRST TIME... 3 EMAIL NOTIFICATION OF SECURE INFORMATION... 3 GETTING REGISTERED ON THE SYSTEM... 4 ACCOUNT

More information

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1 for Salesforce Installation Guide Winter 2015 Version 2.30.1 Page 1 CONTENTS 1 Introduction 2 Browser support 2 Self-Installation Steps 2 Checks 3 Package Download and Installation 4 Users for Email Automation

More information

Federal Program Office (FPO) User Manual

Federal Program Office (FPO) User Manual Federal Program Office (FPO) User Manual System Navigation NOAA Grants Online Program Management Office August 2015 Table of Contents Overview... 5 Accessing Grants Online... 5 Grants Online Navigation

More information

Connecting to the University Wireless Network

Connecting to the University Wireless Network Connecting to the University Wireless Network Wifi is available to staff and registered students of University in certain areas of the three campuses of the University. This area of coverage will be expanded

More information

Alberni Valley IT Services http://www.avits.ca admin@avits.ca. Virtual domain E-mail information.

Alberni Valley IT Services http://www.avits.ca admin@avits.ca. Virtual domain E-mail information. Alberni Valley IT Services http://www.avits.ca admin@avits.ca Virtual domain E-mail information. Welcome! This document outlines information necessary for you to send and receive E-mail for your virtual

More information

econtrol 3.5 for Active Directory & Exchange Self-Service Guide

econtrol 3.5 for Active Directory & Exchange Self-Service Guide econtrol 3.5 for Active Directory & Exchange Self-Service Guide This Guide Welcome to the econtrol 3.5 for Active Directory and Exchange Self-Service Guide. This guide is econtrol end-users who have been

More information

IntelliPay Billpay Application Documentation

IntelliPay Billpay Application Documentation IntelliPay Billpay Application Documentation Contents Billpay Introduction First Time Payment (With username and password) First Time Payment (Without username and password) Returning Customer Introduction:

More information

Central Commissioning Facility Research Management Systems (RMS): User Guidance

Central Commissioning Facility Research Management Systems (RMS): User Guidance Central Commissioning Facility Research Management Systems (RMS): User Guidance Contents 1. How to login and register a new account... 2 2. How to accept an invitation to review... 8 3. How to submit a

More information

DISCOVER LOCAL TALENT WITH JOBS BANK

DISCOVER LOCAL TALENT WITH JOBS BANK www.jobsbank.gov.sg USER GUIDE FOR EMPLOYERS DISCOVER LOCAL TALENT WITH JOBS BANK The portal that links you to local individuals CONTENTS PART I: NAVIGATING THE JOBS BANK MAIN PORTAL A. Access Jobs Bank

More information

Web24 Web Hosting Guide

Web24 Web Hosting Guide Web24 Web Hosting Guide Welcome Dear Web24 customer, We would like to thank you for choosing Web24 as your preferred web hosting provider. To make your experience as enjoyable as possible, we have prepared

More information

HAIKU LMS PARENT MANUAL

HAIKU LMS PARENT MANUAL PORTLEDGE SCHOOL 2014-15 HAIKU LMS PARENT MANUAL FOR PORTLEDGE S LOWER, MIDDLE AND UPPER SCHOOLS About Haiku All Portledge students now have access to our new Learning Management System (LMS), Haiku. This

More information

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login

More information

IN THE PORTAL GET ACCESS TO THE FOLLOWING

IN THE PORTAL GET ACCESS TO THE FOLLOWING IN THE PORTAL GET ACCESS TO THE FOLLOWING Class Schedule Attendance Class Assignments w/ Grades Report Card Email Teacher Table of Contents Page New User Registration for the Student or Parent Portal 2

More information

SpringCM Troubleshooting Guide for Salesforce

SpringCM Troubleshooting Guide for Salesforce SpringCM Troubleshooting Guide for Salesforce July 2013 TABLE OF CONTENTS FAQS:... 3 WHY DID I NOT RECEIVE A SPRINGCM ACTIVATION EMAIL?... 3 WHY DON T MY SALESFORCE USERS HAVE ACCESS TO SPRINGCM?... 3

More information

Hatco Lead Management System: http://hatco.scangroup.net/

Hatco Lead Management System: http://hatco.scangroup.net/ Hatco Lead Management System User Guide General Notes: The Hatco Lead Management System (HLMS) is designed to work with modern web browsers, such as Internet Explorer 9 or newer, Firefox, Chrome & Safari.

More information

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Totally Internet Based Software Getting Started Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 System Requirements... 1 User Login... 1 Basic Navigation... 2 Hover Menus... 2 Dropdown

More information

This guide will walk you through the process of disabling pop-up blockers found in three popular web browsers.

This guide will walk you through the process of disabling pop-up blockers found in three popular web browsers. Disable Pop-Up Blockers for MyCPD This guide will walk you through the process of disabling pop-up blockers found in three popular web browsers. Popup blockers interfere with proper functioning of the

More information

Ocularis Web User Guide

Ocularis Web User Guide Ocularis Web User Guide Contents Ocularis Web User Guide Contents LEGAL NOTICE... 3 INTRODUCTION... 4 OCULARIS MEDIA SERVER... 4 Ocularis Media Server Components... 4 Specifications... 4 Ocularis Web...

More information

To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to work with each other.

To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to work with each other. w w w. e g n y t e. c o m Egnyte Single Sign-On (SSO) Installation for VMware Horizon To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to

More information

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Prepared by: CommunityForce Implementaiton Team Table of Contents Module 1: Getting Started

More information

Configuration Guide - OneDesk to SalesForce Connector

Configuration Guide - OneDesk to SalesForce Connector Configuration Guide - OneDesk to SalesForce Connector Introduction The OneDesk to SalesForce Connector allows users to capture customer feedback and issues in OneDesk without leaving their familiar SalesForce

More information

Enterprise Self-Service Portal FAQ

Enterprise Self-Service Portal FAQ Enterprise Self-Service Portal FAQ General Information: info@cionsystems.com Online Support: support@cionsystems.com CionSystems Inc. Mailing Address: 16625 Redmond Way, Ste M106 Redmond, WA. 98052 http://www.cionsystems.com

More information

Sustainability Dashboard Quick Start Guide

Sustainability Dashboard Quick Start Guide Sustainability Dashboard Quick Start Guide The Sustainability Dashboard is a web based energy management system that allows users to track a building s performance, generate reports and identify leaks

More information

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM Installation and Configuration Guide Revision C Issued February 2014 1 Table of Contents Overview... 3 Before You Begin... 4 Supported and Unsupported

More information

Lenovo Partner Access - Overview

Lenovo Partner Access - Overview Table of Contents: Lenovo Partner Access Overview How to Access the Lenovo Partner Access Portal Registration Process and Account Activation First time login Accepting the T s & C s and Selecting Challenge

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

MiVoice Integration for Salesforce

MiVoice Integration for Salesforce MiVoice Integration for Salesforce USER GUIDE MiVoice Integration for Salesforce User Guide, Version 1, April 2014. Part number 58014124 Mitel is a registered trademark of Mitel Networks Corporation. Salesforce

More information

Corporate Telephony Toolbar User Guide

Corporate Telephony Toolbar User Guide Corporate Telephony Toolbar User Guide 1 Table of Contents 1 Introduction...6 1.1 About Corporate Telephony Toolbar... 6 1.2 About This Guide... 6 1.3 Accessing The Toolbar... 6 1.4 First Time Login...

More information

Connecting to Your Church s Online Giving Website

Connecting to Your Church s Online Giving Website User Guide for Donors Connecting to Your Church s Online Giving Website 1. Open a Web browser application (for example, Microsoft Internet Explorer 8.0 or later, Mozilla Firefox 2.5 or later, Google Chrome,

More information

mystanwell.com Installing Citrix Client Software Information and Business Systems

mystanwell.com Installing Citrix Client Software Information and Business Systems mystanwell.com Installing Citrix Client Software Information and Business Systems Doc No: 020/12 Revision No: Revision Date: Page: 1 of 16 Contents Overview... 3 1. Microsoft Internet Explorer... 3 2.

More information

Overview of Registered Envelopes. Registered Envelope Notification Message

Overview of Registered Envelopes. Registered Envelope Notification Message Overview of Registered Envelopes A Registered Envelope is a type of encrypted email message. Some Registered Envelopes are password-protected, while others are encrypted but do not require a password.

More information

Indigenous PhD. Fellowship Program. User Manual Document

Indigenous PhD. Fellowship Program. User Manual Document Indigenous PhD. Fellowship Program User Manual Document Table of Contents 1.1 APPLICATION FLOW & DETAILS... 4 Introduction... 4 Access & Apply... 4 1.1.2.1 Accessing HEC s Eportal... 4 1.1.2.2 Indigenous

More information

Trillium Web Course Request Student Request On-Line

Trillium Web Course Request Student Request On-Line HOW DO I START ENTERING COURSE REQUEST ON-LINE? Page 1 of 6 To access the Trillium Web Course Request, Application, through Internet Explorer, enter the following URL: https://courserequests.bwdsb.on.ca

More information

School User Guide. Back-Office System. Software for Data Analysis Limited Version: 1-1/2013-04-01

School User Guide. Back-Office System. Software for Data Analysis Limited Version: 1-1/2013-04-01 Online Free School Meals Back-Office System Software for Data Analysis Limited Version: 1-1/2013-04-01 Contents Introduction 3 1. Signing into the OFSM Back-Office System 4 2. School Menu Bar 4 2.1 Eligibility

More information

isupplier User Training Guide Brooks Automation, Inc

isupplier User Training Guide Brooks Automation, Inc isupplier User Training Guide Brooks Automation, Inc Overview isupplier Portal is a self service tool that enables Brooks Automation and its suppliers to communicate with each other throughout the procure-to-pay

More information

SYNTHESYS MANAGEMENT User Management

SYNTHESYS MANAGEMENT User Management SYNTHESYS MANAGEMENT User Management Synthesys.Net User Management 1 SYNTHESYS.NET USER MANAGEMENT INTRODUCTION...3 STARTING SYNTHESYS USER MANAGEMENT...4 Viewing User Details... 5 Locating individual

More information

Outlook Web Access (OWA) for Staff

Outlook Web Access (OWA) for Staff Outlook Web Access (OWA) for Staff Note:The full version runs on Internet Explorer (IE) and the Light version runs on all other browsers (Firefox, Safari, Chrome etc). Web access URL / note the s after

More information

Linking Transitioning Service Members with Civilian Training Opportunities Service Member Instructions

Linking Transitioning Service Members with Civilian Training Opportunities Service Member Instructions SKILLBRIDGE Linking Transitioning Service Members with Civilian Training Opportunities Service Member Instructions DoD SkillBridge Service Member Instructions Overview Sign Up Login Search Basic Search

More information

7 6.2 Windows Vista / Windows 7. 10 8.2 IP Address Syntax. 12 9.2 Mobile Port. 13 10.2 Windows Vista / Windows 7. 17 13.2 Apply Rules To Your Device

7 6.2 Windows Vista / Windows 7. 10 8.2 IP Address Syntax. 12 9.2 Mobile Port. 13 10.2 Windows Vista / Windows 7. 17 13.2 Apply Rules To Your Device TABLE OF CONTENTS ADDRESS CHECKLIST 3 INTRODUCTION 4 WHAT IS PORT FORWARDING? 4 PROCEDURE OVERVIEW 5 PHYSICAL CONNECTION 6 FIND YOUR ROUTER S LOCAL NETWORK IP ADDRESS 7 6.1 Windows XP 7 6.2 Windows Vista

More information

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at:

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at: TRIM: Web Tool Accessing TRIM Records through the Web The TRIM web tool is primarily aimed at providing access to records in the TRIM system. While it is possible to place records into TRIM or amend records

More information

Service Desk Plus: User Guide

Service Desk Plus: User Guide Service Desk Plus: User Guide Introduction ManageEngine ServiceDesk Plus is comprehensive help desk and asset management software that provides help desk agents and IT managers, an integrated console to

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

User Manual. Version 1.0.0.0. Yeastar Technology Co., Ltd.

User Manual. Version 1.0.0.0. Yeastar Technology Co., Ltd. User Manual Version 1.0.0.0 Yeastar Technology Co., Ltd. Table of Contents 1 Introduction 3 2 Installing MySMS Software 4 3 Managing MySMS 9 3.1 Accessing MySMS 9 3.2 Multi-User Accounts 10 3.3 Managing

More information

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce PhoneBurner for Salesforce INSTALLATION GUIDE! Installing PhoneBurner for Salesforce PhoneBurner s power dialer dramatically boosts live client interactions and overall productivity by 447%. PhoneBurner

More information

Running Argos via VPN client

Running Argos via VPN client These instructions will show you how to run Argos reports from a home PC or laptop. Argos is not a web based program. It runs from NSU s network. To establish a connection, we need three components; the

More information

Start Here Version: Author(s): Publisher: Reference: Printed:

Start Here Version: Author(s): Publisher: Reference: Printed: Version: 0.1 Author(s): Arcitecta Pty. Ltd. Publisher: Arcitecta Publishing Reference: arc.books.starthere Printed: 6 November 2014 02:00:59 Table of Contents Start Here... 3 Requirements... 4 Logging

More information

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com Zendesk + Salesforce Step-by-Step Guide to Integrating Zendesk and Salesforce www.zendesk.com 2 Table of Contents Introduction Getting Started Page 1 Step 1: Installing the Zendesk for Salesforce App in

More information

Middletown Public Schools Technology Department

Middletown Public Schools Technology Department Creating an IEP in TIENET How to log in Go to www.ri.net/middletown Click on the TIENET button to access the log-in page TIENET can also be accessed by going directly to http://www.tienet.ws/ Click Here

More information

Volunteers for Salesforce Installation & Configuration Guide Version 3.76

Volunteers for Salesforce Installation & Configuration Guide Version 3.76 Volunteers for Salesforce Installation & Configuration Guide Version 3.76 July 15, 2015 Djhconsulting.com 1 CONTENTS 1. Overview... 4 2. Installation Instructions... 4 2.1 Requirements Before Upgrading...

More information

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide Cloud Services Lync IM/ Web Conferencing Admin Quick Start Guide 10/14/2014 ACTIVATION LETTER An activation letter will be sent to the email account of your administrator contact. Please look for the following

More information

// table of contents //

// table of contents // // A Guide to the Talkdesk and Salesforce Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Salesforce Integration // 04 02 // 6 Ways to Use the Talkdesk and Salesforce

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

Instructions For Opening UHA Encrypted Email

Instructions For Opening UHA Encrypted Email Receiving Encrypted Email You have received a secure, encrypted message from UHA. The message will contain the following notice and an attachment named SecureMessageAtt.hml. The attachment is shown circled

More information

OfficeSuite CRM Connector for Salesforce

OfficeSuite CRM Connector for Salesforce OfficeSuite CRM Connector for Salesforce Administrator Guide Version 1.1 Page 1 December, 2014 TABLE OF CONTENTS INTRODUCTION AND GETTING STARTED OPERATING SYSTEM, HARDWARE AND SOFTWARE REQUIREMENTS Supported

More information

MySphere Assistant User Guide

MySphere Assistant User Guide MySphere Assistant User Guide Release 070420 Document Version 1 TeleSphere 9237 E. Via de Ventura Blvd. 2 nd Floor Scottsdale, AZ 85258 888-MYSPHERE 480.385.7007 WWW.TELESPHERE.COM Page 1 of 44 Table of

More information

1) Login using your unique user name and password. (If you have not requested a user name and password, click on Request Login)

1) Login using your unique user name and password. (If you have not requested a user name and password, click on Request Login) How to navigate MCR Safety s Web-Based Customer Service http://www.mcrsafety.com/customerservice Recommended Browsers: Internet Explorer, Google Chrome, Firefox 1) Login using your unique user name and

More information