Changes between Version 16 and Version 17 of projects/crm_review/features
- Timestamp:
- Jun 13, 2008, 1:14:41 PM (16 years ago)
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projects/crm_review/features
v16 v17 1 [[PageOutline]] 1 2 = MFPL/PTP CRM Review project Features = 2 3 3 4 This page will list the features we will be focusing on for the [wiki:projects/crm_review MFPL/PTP CRM review project]. 4 5 5 The features, in no particular order: 6 == Phase 1 Features == 6 7 7 * Multi-site access 8 9 * Exporting sets of data is reasonably easy 10 11 * Flexible reporting - users can create reports 8 === Member data collection and reporting === 12 9 13 10 * Track membership dues, flag “expired” dues payments … … 18 15 19 16 * Ability for users to create complex reports (and the queries that generate them). Example: pull a list of all members in 55104 zip code who were rated 3 or higher when we went door to door about the housing campaign 20 21 * Ability to define levels of access - enable certain login IDs to have read-only access, others to have limited read or read/write access, others to have unlimited access22 17 23 18 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc) … … 37 32 * Track/assign primary staff contact 38 33 39 * Track issue interest in general (housing, education, etc)40 41 34 * Track campaigns and member's interest in campaigns (no on 98 campaign, Light Rail CBA campaign, etc) 42 35 … … 49 42 * Track events – ability to track the details associated with event venue, costs, etc as well as ability to track individual’s disposition on the event (contacted, confirmed, attended) and ability to work with event as whole – view contacts for the event 50 43 51 * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)52 53 44 * Track history of contacts with a person 54 45 … … 59 50 * support more than one address per contact 60 51 52 * users can learn how to add fields if necessary 53 54 * track organizations 55 56 * track people at organizations 57 58 * Assign issues to events, campaigns, etc. (rather than assign interest issues to individuals, assign them to the campaigns and events that they might attend, then calculate their interests based on their activity). 59 60 * Add interest level 61 62 === General Reporting/Exporting === 63 64 * Exporting sets of data is reasonably easy - most or all reports that show data on screen have an option to download the on screen data in CSV or similar format. 65 66 * Flexible reporting, advanced - an interface is available for advanced users to create reports based on arbitrary search fields and output fields. This feature will sacrifice ease of use for flexibility, requiring users to understand the underlying table/field schema. 67 68 * Flexible reporting, beginner - an interface is available for regular users to choose from a reasonable set of pre-defined search and output fields presented in a way that makes sense to users. 69 70 * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program) 71 72 === Access/Controls === 73 74 * Multi-site access - the database is fully functional via a web browser over the Internet (or via a similarly available and free client program). 75 76 * Ability to define levels of access - enable certain login IDs to have read-only access, others to have limited read or read/write access, others to have unlimited access 77 78 * accessible via "mobile web" devices 79 80 === Membership metrics === 81 61 82 * Capacity to use the contact and event history to calculate a “participation” level and therefore allow a leadership level 62 83 63 * users can learn how to add fields if necessary 84 * automatic calculation of "membership level." Different types of participation are assigned different numerical scores (coming to an event = 1; speaking at event = 3, etc) and the database will automatically calculate a running total of each person's membership level. Or something similar - the goal is to aggregate an individual's participation in a meaningful way to facilitate comparative analysis between people. 85 64 86 65 * automatic calculation of "membership level." Different types of participation are assigned different numerical scores (coming to an event = 1; speaking at event = 3, etc) and the database will automatically calculate a running total of each person's membership level. Or something similar - the goal is to aggregate an individual's participation in a meaningful way to facilitate comparative analysis between people. 87 === Usability === 88 89 * Easy and intuitive to use 90 91 === Developer/Code === 92 93 * Free software 94 95 * Responsive developer community 96 97 * Reasonably clean code 66 98 67 99 * includes an open API so that other tools can be integrated … … 69 101 * Programitcally easy to extend 70 102 71 * accessible via "mobile web" devices72 103 73 * track organizations 74 75 * track people at organizations 76 77 * Rather than track interests per member, track interest per event, then track which members attend events based on interest 78 79 * Add interest level 80 81 * Easy and intuitive to use 82 83 * Responsive developer community 84 85 Would be nice (will become necessary): 104 == Phase 2 Features == 86 105 87 106 * ability to connect to/integrate with social networking sites like Facebook and MySpace … … 90 109 91 110 * relatively easy to import a list that has been enhanced with voter/consumer data 111 112 == Phase 3 Features ==