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Primary Use Cases (generic)

Secondary use cases are instances of a primary use case, generally more specific and real-world. Tertiary use cases are even more out on the fringe...more specific and more esoteric.

View Individual via interface
Bob clicks on Jim Smith and sees the contact record.
View Individual via API
Bob clicks on Jim Smith in CivicSpace and CivicSpace queries CRM for Jim Smith's contact information which is transmitted to CivicSpace.

View Household via interface
View Household via API

View Organization via interface
View Organization via API

Create Individual via interface (Bob creates Jim Smith in the CRM application)
Create Individual via upload (Bob uploads an file to CRM containing the Jim Smith contact record)
Create Individual via API (An action is CivicSpace causes Jim Smith to be written to CRM)

Create Household via interface
Create Household via upload
Create Household via API

Create Organization via interface
Create Organization via upload
Create Organization via API

Update Individual via interface
Update Individual via upload
Update Individual via API

Update Household via interface
Update Household via upload
Update Household via API

Update Organization via interface
Update Organization via upload
Update Organization via API

Delete Individual via interface
Delete Individual via upload
Delete Individual via API

Delete Household via interface
Delete Household via upload

Delete Household via API

Delete Organization via interface
Delete Organization via upload
Delete Organization via API

Search contacts via interface
Search contacts via API

Associate Contact with another Contact via interface
Associate Contact with another Contact via upload
Associate Contact with another Contact via API

Secondary Use Cases

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  1. Feb 13, 2005

    Delete Association of a Contact with another Contact via interface
    Delete Association of a Contact with another Contact via upload
    Delete Association of a Contact with another Contact via API

    Update Association of a Contact with another Contact via interface
    Update Association of a Contact with another Contact via upload
    Update Association of a Contact with another Contact via API

  2. Feb 13, 2005

    For instance, people can leave an organization or change their role within that organization. For the latter, you may want to track information about how the two contacts are associated.

  3. Feb 14, 2005

    Great additions, aaron, thanks.


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