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?

Where do I attach a document?

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?

I do not see the employer loaded as an organization, how do I add the organization/update current employer?

How do I update a constituent’s information?

How is alumfile@nd.edu 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.

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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.

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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.

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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. 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.

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Where do I attach a document?

If the document is private, attach it using Private Notes. If the document is not private, attach it by logging a correspondence.

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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. A task is an assigned action that you may create for yourself or assign to another user.

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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.

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How do I update a constituent’s current employer info?

To update a constituent’s current employer info please use the “Employment” Affiliation. For more detailed instructions, please see the Associations & Affiliations Quick Reference Guide (add links over “Associations & Affiliations Quick Reference Guide”)

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I do not see the employer loaded as an organization, how do I add the organization/update current employer?

To add the organization, send the information to your local administrator. To update current employer, please use the flat text field located on the Constituent object.

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How do I update a constituent’s information?

Go to that constituent’s record and click the “Edit” button located above the “Constituent Detail” section of the page.

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How is alumfile@nd.edu notified of changes?

Fields in crmND are tracked, so any changes made are included in a report that is reviewed daily by the alumfile team.

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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.

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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.
  • Data.Com - All crmND users can search Data.com for accounts and contacts. Users with a Data.com Prospector license can:
    • Add accounts and contacts to crmND, and add contacts as leads.
    • Add contacts for an account directly from the account record.
    • Export accounts and contacts from Data.com.
    • Manually clean crmND account, contact, and lead records, regardless of whether they were added from Data.com.
    • Get prospecting insights into accounts’ business, financial, competitive, and industry details.
    • Get company hierarchical views of parent-child relationships and account information, such as the annual revenue, ownership, and number of employees.
  • Demand Tools - An enterprise capable suite of data quality modules for data deduplication, normalization, standardization, comparison, import, export, and mass delete. These modules have been designed to work on massive data sets at the most sophisticated Salesforce installations. Demand Tools can be operated in a manual mode but also in a 100% scheduled unattended mode for large batch jobs.

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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.

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