View Individual Via Interface

View Individual Via Interface

Description

1. Bob is on any CRM interface page
2. Bob clicks on a hyperlink for an individual, "Frank Jones"
3. Bob sees the Frank Jones' contact information

• Individual contact record displayed by CRM system
• User has permission to view individual contact|

  SuccessCondition	Bob views Frank Jones' contact information
  FailureCondition	Bob does not view contact information
  Actors	Bob-CRMSystemUser with some level of permissions
  Trigger	Click on the hyperlink representation of the contact
  Frequency	v1 Seldom (most interaction via API) v1.1 Ubiquitous

Outstanding Issues

• Users: how do we distinguish between CRMSystemUsers (people authenticated for the CRM interface) and ExternalSystemUsers (people authenticated for CivicSpace
• Permissions: How do we know whether a CRMSystemUser or ExternalSystemUser has the permissions to view the contact record

Alternate Cases

• View Household and Organization contacts via interface
• "Lend" the CRM interface to an external system...the external system just displays the CRM interface...how a CivicSpace CRM Module might work