Table of ContentsTable of TablesTable of FiguresA.1. IntroductionA.1.1 System OverviewA.1.2 System Requirements.1.2.1 Hardware Requirements.1.2.2 Software Requirements.1.2.3 Other RequirementsA.2. Installation ProceduresA.2.1 Initialization proceduresA.2.2 Re-installationA.2.3 De-installationNoneA.3. Operational ProceduresA.4. TroubleshootingA.4.1 Frequently Asked questionsA.4.2 Error Codes and MessagesA.4.3 NoteUser ManualImproving Thai CDCEstablishing a New Client/Donor/PartnerCommunications & Project Tracking ToolTeam #: 01Team Members & RolesName Primary/Secondary RoleBrandon Foster IIV & V/Quality Focal Point/Implementation TeamCharles Muckenthaler IIV & V/Quality Focal PointDing Li Life Cycle Planner/Software Architect Yi Li Feasibility Analyst/Tester/Requirements EngineerIno Mantaring Prototyper/ Builder/ Requirements EngineerVishal Punjabi Operational Concept Engineer/Implementation Team/PrototyperKatelyn Swift-Spong Project Manager/Implementation Team/Operational Concept Engineer12/05/2011User Manual (UM) Version 1.1Table of ContentsTABLE OF CONTENTS.............................................................................................................................. IITABLE OF TABLES................................................................................................................................... IIITABLE OF FIGURES................................................................................................................................. IV1. Introduction.........................................................................................................................................................11.1 System Overview........................................................................................................................................11.2 System Requirements..................................................................................................................................12. Installation Procedures........................................................................................................................................22.1 Initialization procedures..............................................................................................................................22.2 Re-installation.............................................................................................................................................22.3 De-installation.............................................................................................................................................23. Operational Procedures.......................................................................................................................................34. Troubleshooting..................................................................................................................................................34.1 Frequently Asked questions........................................................................................................................34.2 Error Codes and Messages..........................................................................................................................34.3 Note.............................................................................................................................................................3 UM_TRR_F11a_T01_V1.1 ii Version Date: 12/05/11User Manual (UM) Version 1.1Table of TablesNo table of figures entries found.UM_TRR_F11a_T01_V1.1 iii Version Date: 12/05/11User Manual (UM) Version 1.1Table of FiguresNo table of figures entries found.UM_TRR_F11a_T01_V1.1 iv Version Date: 12/05/11User Manual (UM) Version 1.1A.1. IntroductionA.1.1 System OverviewThe purpose of the system is to be a cloud based CRM that can be used for a variety of functions. These include contact management, mass mailing, filtering contacts, keeping donation records, and outcome tracking.A.1.2 System RequirementsBecause the system is cloud based, it can be used on any operating system. Any of the major web browsers such as Firefox, IE, Safari, and Chrome can be used to access the system through a log in screen..1.2.1 Hardware RequirementsThe only hardware requirement is a computer that can connect to the internet..1.2.2 Software RequirementsA major web browser such as Firefox, IE, Safari, or Chrome is needed to access the system..1.2.3 Other RequirementsUM_TRR_F11a_T01_V1.1 1 Version Date: 12/05/11User Manual (UM) Version 1.1 A.2. Installation ProceduresNo installation is required.A.2.1 Initialization proceduresNoneA.2.2 Re-installationNoneA.2.3 De-installationNoneUM_TRR_F11a_T01_V1.1 2 Version Date: 12/05/11User Manual (UM) Version 1.1A.2.4A.3. Operational ProceduresThere are two separate documents describing the operational procedures. One is the General User’s Manual and the other is the Administrator’s Manual. A.4. TroubleshootingA.4.1 Frequently Asked questionsUsers can see questions and answers as well as ask questions on the Answers page here http://success.salesforce.com/answers. A.4.2 Error Codes and MessagesThere are no error codes or messages that would appear to the user.A.4.3 NoteResources for customers can be found here http://success.salesforce.com/. UM_TRR_F11a_T01_V1.1 3 Version Date:
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