Changes between Version 2 and Version 3 of projects/brecht-civicrm


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Timestamp:
Dec 29, 2008, 11:01:59 AM (12 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/brecht-civicrm

    v2 v3  
     1[[PageOutline]]
    12= Considerations for the Brecht Forum re Moving to Civicrm =
    23
     
    56A related project is the [wiki:projects/crm_review CRM review project]. In particular, the [wiki:projects/crm_review/usecases use cases] are relevant.
    67
    7 == OBJECTIVES ==
     8== Objectives ==
    89
    910 * Improve recordkeeping capacity by consolidating and integrating data that is now in several locations
     
    1112 * Improve online fundraising capacity
    1213
    13 == CURRENT STITUATION ==
     14== Current Situtation ==
    1415
    1516Much of our data is in our offline filemaker database
     
    4647Our weekly announcements are sent through a newsletter module that has the capacity to add subscribers, but currently the mailman lists are the only subscribers.
    4748
    48 == SOME QUESTIONS ==
     49== Timeline ==
     50
     51First phase (just the most urgently needed stuff):
     52
     53 1. Upgrade to drupal 6 (if that is indeed the best way to go).
     54 1. Import contacts -- just the fields from our filemaker db that are needed for civicrm's contact db. It looks like that could be done relatively easily using civicrm's import function. We would also need to bring in the payments data from our filemaker setup. Our db has 18 tables at this point, but I think we could bring the rest over more gradually.
     55 1. Redo the donation and subscription pages using civicrm.
     56
     57Second stage (I don't know what order makes sense):
     58
     59 1. Bring the rest of filemaker tables into civicrm.
     60 1. Bring the drupal events table into civicrm and rework the website to display from that info.
     61 1. Set up filemaker as a frontend (if possible) at this point I can see the files but cannot edit them.
     62 1. Consolidate our email info (now in our db, mailman and evite) and set up that area.
     63
     64Third phase (expanded capacity):
     65
     66 1. Find someone who knows how to integrate paypal with quickbooks.
     67 1. Develop much more elaborate online fundraising campaigns
     68 1. Develop targeted outreach capacity
     69 1. Online store??
     70
     71== Some Questions ==
    4972
    5073''Q. I’m assuming that civicrm would be simply another feature of our website, among others and be themed, for example: Could the events be displayed just as they are on our current site?''