CRM equirements

Last night I started in on some of these changes:

1. Requests to only be solicited once per year - Added to CRM only with a note field, not to Donations. I used a simple note field because to set up anything automatic for something fairly insignificant as this would take a lot of work.

2. Requests for thank you letters NOT to be sent. - Added to both Donations form and CRM

3. Donations in honor of someone or something. - Added to Donations form

4. Bigger note field --> Also donation form function - This is not configurable in donations form; I will need to hack the application if this is important.

5. Section to mark if someone has asked to be added to email list and planned giving. - I added a planned giving email option in CRM; however I am a little confused whether these are linked together or other.

6.Perhaps a section to note people who consistently give over a certain amount ($100?) so that we can do something special once per year like send thank you's to them, etc.?? - Later when we get to reports

7. Written requests to not sell their name. (We get a lot of these and would be good to know even if we had to sell them becauese list issues, etc) - I added an option in CRM.

Please review CRM and Donations


On 10/22/2013 05:08 AM, Romy wrote:
Hi Bob ,
See notes below:) 
On October 21, 2013 08:47:01 PM EDT, Bob Meetin This email address is being protected from spambots. You need JavaScript enabled to view it. >'; document.write(''); document.write(addy_text50625); document.write('<\/a>'); //-->\n This email address is being protected from spambots. You need JavaScript enabled to view it. wrote:


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