Changes between Version 17 and Version 18 of projects/crm_review/features


Ignore:
Timestamp:
Jun 13, 2008, 1:21:29 PM (13 years ago)
Author:
Jamie McClelland
Comment:

merging and re-ordering

Legend:

Unmodified
Added
Removed
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  • projects/crm_review/features

    v17 v18  
    88=== Member data collection and reporting ===
    99
    10  * Track membership dues, flag “expired” dues payments
     10 * Collect/track basic info on individuals – name, address, contact info., more than one address per contact
    1111
    12  * Collect/track basic info on individuals – name, address, contact info
     12 * Status of contact info – bad/disconnected phone or address
    1313
    14  * Ability to create households
     14 * Extended individual info: Track individual’s demographics (age/number of kids, etc) and the ability to define demographic categories, member's language preference
    1515
    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
     16 * Users can learn how to add additional fields if necessary
     17
     18 * Ability to create households and assign individuals to households
     19
     20 * Ability to track organizations and individuals associated with the organizations
     21
     22 * Track membership dues and payments, flag “expired” dues payments
     23
     24 * Track donations and payments.
    1725
    1826 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
    19 
    20  * Track member's language preference
    2127
    2228 * Track best contact method and best time to contact
     
    2632 * Track where first contacted by organization
    2733
    28  * Track individual’s demographics (age/number of kids, etc)
    29 
    30  * Ability to define which demographics to track
    31 
    3234 * Track/assign primary staff contact
    3335
    34  * Track campaigns and member's interest in campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
     36 * Track campaigns and member's participation in campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
    3537
    3638 * Leadership activities – facilitated a meeting, spoke at press conference, etc.
    37 
    38  * Status of contact method info – bad/disconnected phone or address
    3939
    4040 * Hold voter information for individual records – precinct/district info, voting history, voter ID number
     
    4444 * Track history of contacts with a person
    4545
    46  * Donation and payment history
    47 
    4846 * Relationship to organization (member, board member, journalist, donor, funder etc) is this different from type of contact?  Yes - you can have more than one relationship to an organization
    49 
    50  * support more than one address per contact
    51 
    52  * users can learn how to add fields if necessary
    53 
    54  * track organizations
    55 
    56  * track people at organizations
    5747
    5848 * 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).
     
    7666 * 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
    7767
    78  * accessible via "mobile web" devices
     68 * Accessible via mobile web devices
    7969
    8070=== Membership metrics ===
     
    8373
    8474 * 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  
     75
     76 * Automatic generation of issue area interest based on participation in events tagged to issue areas
    8677
    8778=== Usability ===
     
    10192 * Programitcally easy to extend
    10293
    103 
    10494== Phase 2 Features ==
    10595