| | 1 | = CRM Use Cases = |
| | 2 | |
| | 3 | The following use cases are being used in the [wiki:projects/crm_review CRM review project]. |
| | 4 | |
| | 5 | == Database setup == |
| | 6 | |
| | 7 | These are steps that would be taken infrequently to get the database minimally configured for an organization |
| | 8 | |
| | 9 | * Define custom fields: |
| | 10 | |
| | 11 | * Simple custom field checkbox: Housing status (own/rent) |
| | 12 | * Drop down field: type of contact (Member, Ally, Other) |
| | 13 | |
| | 14 | * Define several groups: |
| | 15 | |
| | 16 | * All Members |
| | 17 | * Everyone in a given zip code |
| | 18 | |
| | 19 | == Data Entry == |
| | 20 | |
| | 21 | * An organizer returns from a meeting with a sign in sheet, listing 10 names with phone numbers, postal addresses and email addresses that need to be entered into the database |
| | 22 | |
| | 23 | * One of the new contacts is a family member of an existing member (and they share the same house) |
| | 24 | * One person on the list has indicated that their phone is temporarily disconnected |
| | 25 | * All new entries should be coded to indicate that they were first contacted at the meeting |
| | 26 | * |
| | 27 | |
| | 28 | * An organizing is making phone calls from a call sheet (see below). For several calls, they need to update the records with: |
| | 29 | |
| | 30 | * Best time to contact |
| | 31 | * Add/delete/edit information about number of kids, etc. |
| | 32 | |
| | 33 | * An organizer returns from a conference with the list of conference attendees and wants to add several organizations that they met at the conference: |
| | 34 | |
| | 35 | * Add an ally organization and two contacts from that organization, with one designated as the primary contact |
| | 36 | * Add a potential funder |
| | 37 | * Add a journalist that might be write favorable articles |
| | 38 | |
