Changes between Version 18 and Version 19 of projects/crm_review/features


Ignore:
Timestamp:
Jun 13, 2008, 1:25:11 PM (11 years ago)
Author:
Jamie McClelland
Comment:

adding new sub-category

Legend:

Unmodified
Added
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  • projects/crm_review/features

    v18 v19  
    88=== Member data collection and reporting ===
    99
     10==== Basic member info ====
     11
    1012 * Collect/track basic info on individuals – name, address, contact info., more than one address per contact
    1113
    1214 * Status of contact info – bad/disconnected phone or address
    13 
     15 
    1416 * Extended individual info: Track individual’s demographics (age/number of kids, etc) and the ability to define demographic categories, member's language preference
    1517
    1618 * 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.
    25 
    26  * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
    2719
    2820 * Track best contact method and best time to contact
     
    3426 * Track/assign primary staff contact
    3527
     28 * Hold voter information for individual records – precinct/district info, voting history, voter ID number
     29
     30 * 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
     31
     32==== Individual vs. Group/Household identity ====
     33
     34 * Ability to create households and assign individuals to households
     35
     36 * Ability to track organizations and individuals associated with the organizations
     37
     38==== Interactions and Transactions ====
     39
     40 * Track membership dues and payments, flag “expired” dues payments
     41
     42 * Track donations and payments.
     43
     44 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
     45
    3646 * Track campaigns and member's participation in campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
    3747
    3848 * Leadership activities – facilitated a meeting, spoke at press conference, etc.
    39 
    40  * Hold voter information for individual records – precinct/district info, voting history, voter ID number
    4149
    4250 * 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
     
    4452 * Track history of contacts with a person
    4553
    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
    47 
    4854 * 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).
    4955
    50  * Add interest level
     56 * Interest level for particular interaction
    5157
    5258=== General Reporting/Exporting ===