Changes between Version 2 and Version 3 of projects/crm_review/usecases


Ignore:
Timestamp:
Sep 3, 2008, 5:45:11 PM (16 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v2 v3  
    2929  * Add an ally organization and two contacts from that organization, with one designated as the primary contact
    3030  * Add a potential funder
    31   * Add a journalist that might be write favorable articles
     31  * Add a journalist that might be write favorable articles along with the topics of the articles they would write and the date and notes of the meeting they had with the organizer at the conference
     32 * A report from an online giving site has been sent with 5 donations. 2 are new donors and 3 are existing donors that need to be updated to reflect the new amounts
    3233
     34== Searching and reporting ==
     35
     36 * Send mass email to everyone
     37 * Send email to everyone in a group
     38 * Generate phone list by group/arbitrary search criteria
     39 * Generate walk list by group/arbitrary search criteria
     40 * Generate mailing labels by group/arbitrary search criteria
     41 * Export records to spread sheet by group/arbitrary search criteria
     42 *