Changes between Version 6 and Version 7 of projects/crm_review/features


Ignore:
Timestamp:
Jun 10, 2008, 2:48:48 PM (13 years ago)
Author:
Jamie McClelland
Comment:

formatting cleanup

Legend:

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  • projects/crm_review/features

    v6 v7  
    55The features, in no particular order:
    66
    7 *Multi-site access
     7 * Multi-site access
    88
    9 * Exporting sets of data is reasonably easy
     9 * Exporting sets of data is reasonably easy
    1010
    11 * Flexible reporting  - users can create reports
     11 * Flexible reporting  - users can create reports
    1212
    13 * Track membership dues, flag “expired” dues payments
     13 * Track membership dues, flag “expired” dues payments
    1414
    15 * Collect/track basic info on individuals – name, address, contact info
     15 * Collect/track basic info on individuals – name, address, contact info
    1616
    17 * Ability to create households
     17 * Ability to create households
    1818
    19 * 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
     19 * 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
    2020
    21 * Ability to define levels of access
     21 * Ability to define levels of access
    2222
    23 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
     23 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
    2424
    25 * Track language preference
     25 * Track language preference
    2626
    27 * Track best contact method and best time to contact
     27 * Track best contact method and best time to contact
    2828
    29 * Differentiate between types of contacts (member, supporter, ally, funder, etc)
     29 * Differentiate between types of contacts (member, supporter, ally, funder, etc)
    3030
    31 * Track where first contacted by organization
     31 * Track where first contacted by organization
    3232
    33 * Track individual’s demographics (age/number of kids, etc)
     33 * Track individual’s demographics (age/number of kids, etc)
    3434
    35 * Track/assign primary staff contact
     35 * Track/assign primary staff contact
    3636
    37 * Track issue interest in general (housing, education, etc)
     37 * Track issue interest in general (housing, education, etc)
    3838
    39 * Track interest in specific campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
     39 * Track interest in specific campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
    4040
    41 * Leadership activities – facilitated a meeting, spoke at press conference, etc.
     41 * Leadership activities – facilitated a meeting, spoke at press conference, etc.
    4242
    43 * Status of contact method info – bad/disconnected phone or address
     43 * Status of contact method info – bad/disconnected phone or address
    4444
    45 * Hold voter information for individual records – precinct/district info, voting history, voter ID number
     45 * Hold voter information for individual records – precinct/district info, voting history, voter ID number
    4646
    47 * 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
     47 * 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
    4848
    49 * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)
     49 * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)
    5050
    51 * Track history of contacts with a person
     51 * Track history of contacts with a person
    5252
    53 * Donation and payment history
     53 * Donation and payment history
    5454
    55 * 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
     55 * 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
    5656
    57 * support more than one address per contact
     57 * support more than one address per contact
    5858
    59 *Capacity to use the contact and event history to calculate a “participation” level and therefore allow a leadership level
     59 * Capacity to use the contact and event history to calculate a “participation” level and therefore allow a leadership level
    6060
    61 * users can learn how to add fields if necessary
     61 * users can learn how to add fields if necessary
    6262
    63 * 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.
     63 * 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.
    6464
    65 * includes an open API so that other tools can be integrated
     65 * includes an open API so that other tools can be integrated
    6666
    6767Would be nice (will become necessary):
     68
    6869* ability to connect to/integrate with social networking sites like Facebook and MySpace