• CRM  - new way forward shared with Kris 
• GEMS prototype changes - ask open questions about the comments shared https://xd.adobe.com/view/4012d6c8-5dda-4b2d-af30-52898c9781fc-1541/grid
• GEMS video - ongoing. Lau if you have any specific questions I see Phil has weighed in 
  • Video A, Slides; 3, 5, 6, 9, 16 and 18
  • Video C, Slide 4 - can you supply the data for this graph? Slide 8 - Bayesian Model? Slide 13
• Feedback on accessibility audit and Drupal update - Dave working through the tech 
• Anything else - please add to / edit as you see fit

CRM DETAILS

Functionality required

• Knowledge base. Provide users with easy access to technical information about GEMS services.
• Form submissions trigger the following:
  • Admin email
  • Submitter email
  • Add row to Google sheet
• Platform support
  • Send email to MSI: help@msi.umn.edu, Subject: GEMS Platform {case # or name}
• User / admin emails can trigger updates to sheet
  • Admin can send email with case number to specific email address to update status
• Undergrads and grad RAs should be able to respond to tickets
  • Form submissions from users go into spreadsheet
  • Form submissions are emailed to a Google Group (requires OIT support to set up)
  • Any user can then reply on that email and CC the group
  • Users can add a filter on their account so that group emails go into a separate folder, not their inbox

Proof of concept

• Desired group name and email address for Sensing shared inbox group
• Confirm if we should create a group for general GEMS enquiries as well, or continue forwarding all enquiries to you, Kris.
• Confirm that the functionality described above will fulfil all your immediate needs.