FAQs
Where and how can I access crmND?
Why do I only see an organization record for a constituent?
Why do I get an insufficient privileges error?
How do I get access to someone I cannot see?
What is the difference between a private note and a task?
Why do I see my private note in the activity history as well?
How do I update a constituent’s current employer info?
How do I update a constituent’s information?
How is Data Integrity notified of changes?
I would like to see a report/list of _____ constituents how do I do that?
What add-on tools are currently approved/deployed by the University?
What security measures are there around the CRM system?
Where and how can I access crmND?
Go to crm.nd.edu and log in using your Notre Dame netID and Password. If you are a user and cannot login, please contact your local administrator.
Why do I only see an organization record for a constituent?
Only seeing the organization record for a constituent means that you do not have access to that constituent. However, you are able to see all the constituents in crmND through their organization record to have a global view of who is in crmND.
Why do I get an insufficient privileges error?
The insufficient privileges error occurs because you do not have access to that record. This is due to the rules currently in place that grant access to relevant constituents and records.
How do I get access to someone I cannot see?
Please contact your local administrator for assistance and refer to “Why do I only see an organization record for a constituent?” and “Why do I get an insufficient privileges error?”
When contacting your local administrator, please let them know why you feel you should have access to that constituent. In Lightning Experience, you or your local adminstrator may request access to someone by clicking on the organization record and click the Request Access button, submit a valid business reason and provide supporting documentation in the attachments section. The Data Steward will receive the request via a Case in Salesforce, review your business justification and approve or reject the request (if more information is required).
If there is new information on that constituent such as Education History or new Current Employment, please send that information along with the source of that information to alumfile@nd.edu so the information can be updated in Advance.
Attach it using OnBase Document Upload in Contact Reports.
What is the difference between a private note and a task?
The details of a private note can only be seen by the department/school that the user is in and is used for sensitive information. Private Notes are only a feature in Salesforce Classic, it is not available in Lightning Experience. A task is an assigned action that you may create for yourself or assign to another user.
Why do I see my private note in the activity history as well?
The private note is visible in activity history so other users across campus can see interactions that have occurred without revealing additional information. The details of those private notes will not be visible to other users.
How do I update a constituent’s current employer info?
To update a constituent’s current employer info please use the “Non ND Association” Affiliation. For more detailed instructions, please see the Associations & Affiliations Quick Reference Guide (add links over “Associations & Affiliations Quick Reference Guide”)
I do not see the employer loaded as an organization, how do I add the organization/update current employer?
In Lightning Experience, to add the organization, go to the Custom Search tab and click Request New Organization. To update current employer, please use the Update Constituent button located under the Constituent Detail tab.
How do I update a constituent’s information?
In Lightning Experience, go to that constituent's record, if the constituent is not a VIP or unassigned, click the Bio tab and make the necessary updates. If a VIP or assigned constituent, go to that constituent's record and click the Detail tab, Click the Update Constituent button, enter source code and select the appropriate updates. If Salesforce Classic, go to that constituent’s record and click the “Edit” button located above the “Constituent Detail” section of the page.
How is Data Integrity notified of changes?
Update requests are submitted to Data Integrity as Cases in crmND and are tracked, so any changes made are included in a Case Queue that is reviewed daily by the Data Integrity team.
I would like to see a report/list of _____ constituents how do I do that?
Please see the Reports Quick Reference Guide or List Views Quick Reference Guide for help.
What add-on tools are currently approved/deployed by the University?
- Salesforce Sales Cloud - "Sales Cloud" refers to the "sales" module in salesforce.com. It includes Leads, Accounts, Contacts, Contracts, Opportunities, Products, Pricebooks, Quotes, and Campaigns (limits apply). It includes features such as Web-to-lead to support online lead capture, with auto-response rules. It is designed to be a start-to-end setup for the entire sales process; you use this to help generate revenue.
- Cirrus Insight - Gmail integration that allows users to save emails and attachments in crmND as Activity history associated with a Constituent or Organization.
What security measures are there around the CRM system?
To log into crm.nd.edu, you must use single sign-on (Notre Dame’s Central Authentication System) which now also uses two factor authentication.
Within the system, log in attempts, the time of the attempt, the user attempting to log in, and whether they succeed or fail are tracked.
The platform on which the system is built has many security features including encryption at rest and multiple fire walls. For more in-depth security information, please go here.
For mobile, the system uses SSL/TLS for Over-The-Air communication encryption. More information on mobile security may be found here.