wiki:projects/crm_review/features

Version 11 (modified by Progressive Technology Project, 13 years ago) (diff)

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MFPL/PTP CRM Review project Features

This page will list the features we will be focusing on for the MFPL/PTP CRM review project.

The features, in no particular order:

  • Multi-site access
  • Exporting sets of data is reasonably easy
  • Flexible reporting - users can create reports
  • Track membership dues, flag “expired” dues payments
  • Collect/track basic info on individuals – name, address, contact info
  • Ability to create households
  • 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
  • Ability to define levels of access
  • Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
  • Track language preference
  • Track best contact method and best time to contact
  • Differentiate between types of contacts (member, supporter, ally, funder, etc)
  • Track where first contacted by organization
  • Track individual’s demographics (age/number of kids, etc)
  • Track/assign primary staff contact
  • Track issue interest in general (housing, education, etc)
  • Track interest in specific campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
  • Leadership activities – facilitated a meeting, spoke at press conference, etc.
  • Status of contact method info – bad/disconnected phone or address
  • Hold voter information for individual records – precinct/district info, voting history, voter ID number
  • 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
  • Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)
  • Track history of contacts with a person
  • Donation and payment history
  • 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
  • support more than one address per contact
  • Capacity to use the contact and event history to calculate a “participation” level and therefore allow a leadership level
  • users can learn how to add fields if necessary
  • 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.
  • includes an open API so that other tools can be integrated
  • accessible via "mobile web" devices

Would be nice (will become necessary):

  • ability to connect to/integrate with social networking sites like Facebook and MySpace
  • testing bullets