Constituent/Contact Relationship Management (CRM)
From Alfredo of May First / People Link on what their member needs are:
We think people are asking for a "light-weight" program that is easy to install with the following basic features:
- structure made up of two basic tables: contacts table and activities table
- able to track interactions — e.g. emails, meetings or conferences — between the db owner and the people with records
- sending email
- ability to add fields to activities table
- search, sort and select based on individual fields
An expanded set of requirements in user story style is here: https://pad.drutopia.org/p/drutopia-crm
Edited by benjamin melançon