= CRM Use Cases = The following use cases are being used in the [wiki:projects/crm_review CRM review project]. == Database setup == These are steps that would be taken infrequently to get the database minimally configured for an organization * Define custom fields: * Simple custom field checkbox: Housing status (own/rent) * Drop down field: type of contact (Member, Ally, Other) * Define several groups: * All Members * Everyone in a given zip code == Data Entry == * 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 * The meeting itself needs to be entered * One of the new contacts is a family member of an existing member (and they share the same house) * One person on the list has indicated that their phone is temporarily disconnected * All new entries should be coded to indicate that they were first contacted at the meeting * One of the members has paid their dues - they need to be entered and have their dues payment recorded * One of the members facilitated the meeting, which should be recorded * An organizing is making phone calls from a call sheet (see below). For several calls, they need to update the records with: * Best time to contact * Add/delete/edit information about number of kids, etc. * An organizer returns from a conference with the list of conference attendees and wants to add several organizations that they met at the conference: * Add an ally organization and two contacts from that organization, with one designated as the primary contact * Add a potential funder * Add a journalist that might be write favorable articles