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Contact management in Eurocities context

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We invite you to take a few minutes to complete the assessment questions below. This is a simple way to refresh your knowledge, build confidence, and help us keep our contact management practices clear and consistent for everyone.
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1. Which of the following fields are mandatory when creating a contact in the Contact Manager?
First Name, Last Name, Phone number, Job title First Name, Last Name, Login email, CM access and Member city First Name, Last Name, Organisation, Mailing preferences Login email, Job title, Department, Country
2. Personal details such as job title, phone number and address must be added in Odoo rather than in the Contact Manager?
Yes No
3. Which field may still need to be completed in the Contact Manager for a new external project contact?
Mailing list preferences Communication email Organisation Participations
4. What happens after a contact is saved in the Contact Manager?
The contact is manually transferred to Odoo by the IT team The contact is automatically synchronised to Odoo The contact celebrates with a nice and refreshing cocktail The contact is automatically added to all mailing lists
5. For internal contacts, what should staff generally do with the space participations tab in the Contact Manager?
Complete it for every new contact Use it only for mailing lists Ignore it in most cases Send it to the IT team for validation
6. In the Contact Manager, which collaboration space(s) may still need to be added manually to a contact through the ‘Spaces’ tab?
Contact officers’ space Dedicated project spaces Ad-hoc spaces Excom space
7. What is the difference between ‘participation’ and ‘interest’?
There is no difference Participation means receiving newsletters only, while interest means attending events Participation means being active in a group, while interest means wishing to receive information about it Interest is managed by IT, while participation is managed by members
8. Members can manage their own interests through the ‘My mailings’ page on Odoo.
Yes No
9. If a member wants its login email to be changed in the Contact Manager, what additional action is required?
Delete the contact and recreate it Click on ‘Resync User’ (IT and/or membership team) Contact Microsoft support Update the mailing lists manually
10. At Eurocities, who oversees contact creation?
IT team Membership team Everyone
11. What are contacts mainly used for in the Eurocities context?
Collaboration Space access Membership intelligence in Odoo Membership fee invoicing
12. Which statement best describes internal contacts?
They are any persons from one of the member cities They are external partners working on projects They are only the designated contact officers of a city
13. Which access rights are granted to internal contacts?
Access to all forums and all working groups by default Access only to public website content Eligibility to register for member events
14. What makes contact officers different from regular internal contacts?
They coordinate their city’s engagement in the network They are always elected politicians They have extended rights in the Contact Manager
15. Which statement is accurate regarding contact officers?
Every contact from a member city is automatically a contact officer There is usually one or two contact officers per city They have fewer access rights than internal contacts
16. Which of the following are additional benefits or features linked to contact officers?
A dedicated space and mailing list A dedicated monthly online meeting Automatic access to all external organisations’ systems
17. Which statement best describes Excom members?
They come from the 12 member cities elected to the Executive Committee They can access all Excom restricted content They are all external project contacts
18. Which statement best reflects the logic of access rights in the Eurocities environment?
Access rights depend on contact type and role All contacts receive the same SharePoint and mailing list permissions Some permissions are granted by default, while others depend on the profile or context
19. Where should member intelligence mainly be assigned in Odoo?
To internal staff contacts To member cities only To working groups only To all contacts available in Odoo
20. What is the correct approach if I want to tag members in Odoo CRM & member intelligence?
We can freely tag members in notes and send them messages We can assign tasks directly to members We should not tag members in notes nor use the “Send message” option for them We should use “Send message” as the main communication tool