Report

[projects/crm_review CRM Review Project]

Based on our experiences with CiviCRM and our use cases, we identified a plan for moving forward.

The goal is to enable community-based organizations to run their own version of CiviCRM that is:

• pre-configured to address common organizing needs
• retains commonality so a shared skill set can be used across organizations
• is still capable of being modified and customized for the particular organization

We've broken down the project into three discrete projects:

• Common configuration. We will take a default CiviCRM installation and configure it with all the database-stored settings, field list, etc. that make sense for a community organizing group. We will then dump the database in a form that can be easily imported into any fresh CiviCRM installation.

• Template, language file changes, and Drupal modules. CiviCRM provides separate directories - local to the installation - that can hold customized templates and customized internationalization files (allowing us to use more organizer-friendly lingo in the database interface). We will prepare templates and internationalization files that are customized for organizing groups, allowing a common set of changes to be used by all participating organization in a way that does not require modifications to core CiviCRM code. In addition, we will include Drupal modules for added functionality (like reports or a custom dashboard).

• Themes. We will develop a custom Drupal theme for the project designed to meet our own design/layout needs.

• Support. How will groups be supported?

• Hosting.