Changes between Version 12 and Version 13 of projects/crm_review/usecases


Ignore:
Timestamp:
Sep 8, 2008, 3:13:37 PM (12 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v12 v13  
    8282Tags and Groups seem functionally the same. Can we make tags go away in the user interface if we wanted?
    8383
    84 Can language be changed? Exact case: Can we change the "Make offline donation" link?
     84Can language be changed? Exact case: Can we change the "Make offline donation" link? Can we change the Activity -> Meeting to say "One on one Meeting"?
    8585
     86Can the tab order be changed? For example, can we get the Member tab to show up before the Contribute tab?
     87
     88Can we make default end date for membership?
     89
     90Can you pull daily cash receipts and balances? Can you easily pull reports on, for example, all membership entries for a time period?
     91
     92We got confused with membership renewals. It does not seem to be setting the end date properly. We think this is because we haven't set a membership renewal period. To be investigated...
     93
     94We want: ability to keep track of who we invited to a meeting, what they said (yes, maybe, no) and then generate a list and see if they came or not.
     95
     96Can we add fields to tables other than contact, for example: can we add a drop down field to the event registration to indicate intent: (yes, maybe, not); can we add a drop down for source list.
     97
     98
     99
     100