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  • Drutopia
  • Drutopia distribution
  • Issues
  • #12
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Created Sep 17, 2016 by benjamin melançon@mlncn🛠Owner

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 Feb 06, 2018 by benjamin melançon
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