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Task Cards Used Frequently
Task cards and guides to assist with the navigation and customisation of CRM.
Guidance Material | Description |
| Glossary of Terms | General glossary of terms used in CRM |
| Fact Sheet | General information on CRM |
| Frequently Asked Questions | CRM Frequently Asked Questions |
https://indcld.sharepoint.com/_layouts/15/DocIdRedir.aspx?ID=NIAAdoc-688242951-7135 | A guide on how to navigate in CRM |
| Settings in CRM | A guide on how to change the settings in CRM |
| Searching and Filtering in CRM | A guide on searching and filtering in CRM |
A guide on how to customise views in CRM | |
A guide on how to customise dashboards in CRM |
Engagements in CRM
The following will assist you with creating engagement records in CRM.
| Task Card | Description |
| Create a New Engagement | A guide on how to create a new engagement in CRM |
| Manage Engagement Information | A guide on how to manage Engagement information in CRM |
| Add Engagement Outcome | A guide on how to add and Engagement Outcome |
| Add/Update Engagement Lead | A guide on how to update an Organisation Lead |
| Close Engagement | A guide on how to Close an Engagementr |
Organisations in CRM
The following will assist you with creating organisation records in CRM.
Contacts in CRM
The following will assist you with creating contact records in CRM.
| Task Card | Description |
| Create a New Contact | A guide on how to create a new contact in CRM |
| Create a New Contact using Quick Create | A guide on how to use Quick Create to create a new contact in CRM (please note this only fills in a few fields) |
| Manage Contact Information | A guide on how to manage contact information in CRM |
| Managing Duplicate Contact Records | A guide on how to manage duplicate contacts |
| De-active a Contact Record (deceased records) | A guide on how to deactivate contact records |
| Add/Update Contact Lead | A guide on how to update a contact Lead |
Public Enquiries in CRM
The following will assist you with creating public enquiry records in CRM.
| Task Card | Description |
| Create a New Public Enquiry | A guide on how to create a new Public Enquiry and how to add an interaction. |
| Manage Public Enquiry Information | A guide on how to manage Public Enquiries information in CRM |
| Complaints Management in Public Enquiries | A guide on how to manage complaint management in Public Enquiries |
| Close a Public Enquiry | A guide on how to close a Public Enquiry |
| Add/Update Enquiry Lead | A guide on how to update Enquiry Lead |
Interactions in CRM
The following will assist you with creating interaction records in CRM.
| Task Card | Description |
| Quick Create a New Interaction | A guide on how to quickly create a new interaction in CRM |
Appointments in CRM
The following will assist you with creating appointment records in CRM.
| Task Card | Description |
| Create an Appointment | A guide on how to create an appointment in CRM |
| Sync Appointment to CRM from Outlook | A guide on how to Sync Appointment to CRM from Outlook |
| Manage Appointment information | A guide on how to manage Appointment information in CRM |
| Close Appointment Record | A guide on how to Close Appointment record in CRM |
| Add/Update Appointment Owner | A guide on how to update Appointment Owner |
Emails in CRM
The following will assist you with creating email records in CRM.
| Task Card | Description |
| Create an Email (ONET only) | A guide on how to create and send an email in CRM |
| Sync Email to CRM from Outlook | A guide on how to Sync Email from Outlook to CRM |
| Create an Email Template in CRM | A guide on how to create an email template in CRM |
| Add an Email Signature to CRM | A guide on how to create an Email Signature in CRM |
Phone Calls in CRM
The following will assist you with creating phone call records in CRM.
Tasks in CRM
The following will assist you with creating task records in CRM.
Connections in CRM
The following will assist you with creating connection records in CRM.
| Task Card | Description |
| Create a Connection between Records | A guide on how to create a connection between Records in CRM |
| Manage Connection information | A guide on how to manage Connections between Records in CRM |
| Remove a Connection | A guide on how to remove a Connection between Records in CRM |
Communication Protocols in CRM
The following will assist you with creating public enquiry records in CRM.
Privacy Notices in CRM
The following will assist you with recording privacy notices in CRM.
| Task Card | Description |
| Privacy Collection Notice | A guide on how to record a Privacy Collection Notice has been provided |
Sensitivities in CRM
The following will assist you with creating sensitivity records in CRM.
| Task Card | Description |
| Create a Sensitivity Record | A guide on how to create a Sensitivity in CRM |
| Manage Sensitivity Information | A guide to manage Sensitivity Information in CRM |
| Share Sensitivity Record | A guide to share Sensitivity Records in CRM |
| De-activate Sensitivity Record | A guide to de-activate a Sensitivity Record in CRM |
Meta Tags in CRM
The following will assist you with creating and using meta tags in CRM.
| Task Card | Description |
| Create and Use Meta Tags | A guide on how to create and use meta tags in CRM |
| Manage Meta Tags Information | A guide to manage Meta Tags information in CRM |
| De-activate Meta Tag Record | A guide to de-activate Meta Tags Record |
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