Changes between Version 18 and Version 19 of projects/crm_review/features
- Timestamp:
- Jun 13, 2008, 1:25:11 PM (16 years ago)
Legend:
- Unmodified
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projects/crm_review/features
v18 v19 8 8 === Member data collection and reporting === 9 9 10 ==== Basic member info ==== 11 10 12 * Collect/track basic info on individuals – name, address, contact info., more than one address per contact 11 13 12 14 * Status of contact info – bad/disconnected phone or address 13 15 14 16 * Extended individual info: Track individual’s demographics (age/number of kids, etc) and the ability to define demographic categories, member's language preference 15 17 16 18 * Users can learn how to add additional fields if necessary 17 18 * Ability to create households and assign individuals to households19 20 * Ability to track organizations and individuals associated with the organizations21 22 * Track membership dues and payments, flag “expired” dues payments23 24 * Track donations and payments.25 26 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)27 19 28 20 * Track best contact method and best time to contact … … 34 26 * Track/assign primary staff contact 35 27 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 36 46 * Track campaigns and member's participation in campaigns (no on 98 campaign, Light Rail CBA campaign, etc) 37 47 38 48 * 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 number41 49 42 50 * 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 … … 44 52 * Track history of contacts with a person 45 53 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 organization47 48 54 * 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). 49 55 50 * Add interest level56 * Interest level for particular interaction 51 57 52 58 === General Reporting/Exporting ===