CRM Functionality

data structure• the data structure was modified in October 2014 to permit the

assignment of a greater number of dedicated constituent record fields (and scale data retrieval)

• the wider number of ‘tagged’ fields includes (for example): ‘chapter’ / ‘secondary email’ / ‘household’ / ‘birthday’ / etc.)

• these dedicated fields are needed to build increased functionality (e.g. automated email or e-card sent on someone’s birthday)

• dedicated fields for fields like ‘household’ and ‘organization’ permit’ the linking of records

manage constituent record• improved UI and functionality to search and manage individual

constituent records• option to create a personal view of the ‘manage user’ page: drag

and drop data modules into the page view• data aggregation and metrics available in the ‘manage supporter’

page (e.g. engagement score)• roll back of constituent record• new transaction type for ‘supporter notes’ (data sync with other

databases)• expanded view of all transaction types (including email)

supporter center• hosted web page with registration and login forms• supporter login / forgot password function• customizable supporter dashboard:

• update personal data

• manage recurring payments

• view advocacy history

• view donor history

• suggest other actions to take

• view project updates from projects they have contributed to

• options to expand the dashboard - campaign updates / donor impact content

batch functions• batch processing of donations (single and recurring)• batch import of transaction data -- via dashboard• batch merge of records• batch receipting

already done, or doing• improved segmentation tool – ‘profiles’• improved UI for query builder – exporting download files• improved UI for default record dashboard page• additional fraud and spam filters• address matching logic for finding duplicate records

Thank You!