Changes between Version 17 and Version 18 of projects/crm_review/features
- Timestamp:
- Jun 13, 2008, 1:21:29 PM (16 years ago)
Legend:
- Unmodified
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projects/crm_review/features
v17 v18 8 8 === Member data collection and reporting === 9 9 10 * Track membership dues, flag “expired” dues payments10 * Collect/track basic info on individuals – name, address, contact info., more than one address per contact 11 11 12 * Collect/track basic info on individuals – name, address, contact info12 * Status of contact info – bad/disconnected phone or address 13 13 14 * Ability to create households14 * Extended individual info: Track individual’s demographics (age/number of kids, etc) and the ability to define demographic categories, member's language preference 15 15 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. 17 25 18 26 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc) 19 20 * Track member's language preference21 27 22 28 * Track best contact method and best time to contact … … 26 32 * Track where first contacted by organization 27 33 28 * Track individual’s demographics (age/number of kids, etc)29 30 * Ability to define which demographics to track31 32 34 * Track/assign primary staff contact 33 35 34 * Track campaigns and member's interestin 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) 35 37 36 38 * Leadership activities – facilitated a meeting, spoke at press conference, etc. 37 38 * Status of contact method info – bad/disconnected phone or address39 39 40 40 * Hold voter information for individual records – precinct/district info, voting history, voter ID number … … 44 44 * Track history of contacts with a person 45 45 46 * Donation and payment history47 48 46 * 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 contact51 52 * users can learn how to add fields if necessary53 54 * track organizations55 56 * track people at organizations57 47 58 48 * 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). … … 76 66 * 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 67 78 * accessible via "mobile web"devices68 * Accessible via mobile web devices 79 69 80 70 === Membership metrics === … … 83 73 84 74 * 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 86 77 87 78 === Usability === … … 101 92 * Programitcally easy to extend 102 93 103 104 94 == Phase 2 Features == 105 95