Changes between Version 9 and Version 10 of projects/crm_review/report

Timestamp:

Jun 26, 2008, 5:13:15 PM (17 years ago)

Author:

Jamie McClelland

Comment:

--

projects/crm_review/report

@@ -107 +107 @@
 On the positive side - they have a nice email tracking - you can add as many email addresses as you want. Only one can be primary, each address can be checked as opt-out or invalid. Only two postal addresses are allowed (one is primary). Contacts can be assigned to a login name. 
 
-On the negative side, on first run through, I can't find anyway to indicate that an address or phone number is bad.
+On the negative side, ''on first run through'', I can't find anyway to indicate that an address or phone number is bad. Although I'm sure it's here somewhere, I don't easily see how I can track any kind of demographic data, add my own custom fields, indicate when the best time to reach people is (aside from using the generic description field), indicate what type of person it is (ally, member, etc), add voter data, or indicate what relationship they have to the organization.
+
 === Individual vs. Group/Household identity ===
+
+I'm still wrapping my head around this - but I think I have the basic idea. An account is a company. An account can have multiple "Member organizations" which are also companies. A contact is an individual person that belongs to one account.
+
+If we forget the terminology and the capitalist context (ownership, annual revenue, SIC code) - I think this would allow groups to have both organizations and coalitions. With coalitions we could track which organizations are members. We could assign a contact to either an organization or a coalition. Contacts can only be assigned to once organization or coalition.
+
+No indication of household.
 
 === Interactions and Transactions ===
 
+SugarCRM has some really heavy duty transaction and interaction support. Out of the box you can track: activities, history, leads, opportunities, cases, bugs, direct reports, projects, and campaigns. Campaigns, of course, caught my eye. It is, of course, advertising campaigns. Sigh.
+
+I think the real question with SugarCRM is how easy is it to hide some of this and tweak the language.
+
 === General Reporting/Exporting ===
+
+
 
 === Access/Controls ===