Difference between revisions of "CRM Specs"
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(New page: This is a wish list of specifications for CRM software. *Easily view donation, contribution, and volunteer history for each contact *Ability to make notes on each file with date stamp and...) |
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*Identify pricing tier to which donors belong, plus history of changes | *Identify pricing tier to which donors belong, plus history of changes | ||
*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup) | *Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup) | ||
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| + | [[Category: Technocrats]] | ||
Revision as of 15:48, 2 March 2011
This is a wish list of specifications for CRM software.
- Easily view donation, contribution, and volunteer history for each contact
- Ability to make notes on each file with date stamp and name of person writing note
- Send emails and/or newsletter - ideally connected to FG email account
- Track & view any correspondence sent via software
- Track occurrence of correspondence outside of software (phone calls, meetings, etc.)
- Customize & easily run reports
- Track job title, gender, birthdays, and relationships between contacts (partners, children, etc.)
- Attach files to contacts
- Indicate than an individual is the primary contact for an organization
- Identify pricing tier to which donors belong, plus history of changes
- Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)