website

Implement Web Based Customer Relationship Management System

Priority: 
A - High
Implement a set of Drupal modules called CiviCRM. It is an Open
Source thing, and in theory, the major benefit is that we would have a
single platform for management of content and of customers. The drawback
is that it there is not a lot of support available for that piece of
software, and there is not a lot of understanding of what it does and
what it doesn't. We would have to hire professional services from day
one to help us scope the project, and then more for implementation,
Status: 
Open
Tags: 

Additional Training

Priority: 
B - Medium

Many people have asked to receive more training regarding a variety of things, including (please add your own):

 

  • How to set up newsletters
  • How to organize content - it is easy to put things in, but it is difficult to get them out!
  •  

 

Status: 
Open
Tags: 

Find Solution for Local Groups Newsletters

Priority: 
B - Medium
In the current implementation, someone has to have the Role Newsletter Editor to create newsletters like e.CAN. The role Newsletter Editor hasn't been given to anyone outside the CAN Exec as of now.

Someone who has this role can create any newsletters. 

Local groups willing to use the system to send their own Newsletters must have  someone from the group assigned to the role Newsletter Editor.
Status: 
Open

Email Notifications: Implement a Solution

Priority: 
A - High
This issue is being discussed here: http://cms.can.org.nz/article/need-your-advice-regarding-email-notificat... If everyone is OK with it, the solution will be as follows: The problems we have been experiencing with people complaining about email notifications have been identified as associated with groups that have too many messages. There is just one group in this category: the CAN group. (The CAN Exec Group could be in this category, but let's re-evaluate again after sorting out the CAN Group) Ideally, what we would like to have is the following behavior: - By default, a
Status: 
Closed
Assigned To:: 
due_by: 
Mon, 10/20/2008
Tags: