CiviCRM/Questions: Difference between revisions

(One intermediate revision by the same user not shown)

Line 1:

Some of the questions that pop up when discussing a CRM

; How many people are going to access the system? 6. It doesn't matter. There are no per seat charges, or any license fees of any kind.

; How many people are going to access the system?

; How many members/contacts do we need to keep track of? 2,000 It doesn't matter. There is no limit to the size of your database.

: 6. It doesn't matter. There are no per seat charges, or any license fees of any kind.

; What salutations are required? Mr. Mrs. Ms. Dr.

; How many members/contacts do we need to keep track of?

; How should households be greeted? Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name.

: 2,000 It doesn't matter. There is no limit to the size of your database.

; What groups would our constituents naturally fall into? Eg. "walkers", "runners", "bikers", "maintenance", "events"

; What salutations are required?

; What member types do we have? Individual, Corporate, Foundation

: Mr. Mrs. Ms. Dr. Most don't matter too much, but Dr. is a tricky one. Best to let the customer specify themselves through signup so we don't make assumptions.

; How should households be greeted?

: Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name.

; What groups would our constituents naturally fall into?

: Eg. "walkers", "runners", "bikers", "maintenance", "events"

; What member types do we have?

: Individual, Household, Corporate, Foundation

; What other contact types do we have?

: Partners; State organizations; Vendors; Elected officials in the towns we serve;

@@ Line 1: / Line 1: @@
 Some of the questions that pop up when discussing a CRM
-; How many people are going to access the system? 6. It doesn't matter. There are no per seat charges, or any license fees of any kind.
+; How many people are going to access the system?
-; How many members/contacts do we need to keep track of? 2,000 It doesn't matter. There is no limit to the size of your database.
+: 6. It doesn't matter. There are no per seat charges, or any license fees of any kind.
-; What salutations are required? Mr. Mrs. Ms. Dr.
+; How many members/contacts do we need to keep track of?
-; How should households be greeted? Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name.
+: 2,000 It doesn't matter. There is no limit to the size of your database.
-; What groups would our constituents naturally fall into? Eg. "walkers", "runners", "bikers", "maintenance", "events"
+; What salutations are required?
-; What member types do we have? Individual, Corporate, Foundation
+: Mr. Mrs. Ms. Dr. Most don't matter too much, but Dr. is a tricky one.  Best to let the customer specify themselves through signup so we don't make assumptions.
+; How should households be greeted?
+: Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name.
+; What groups would our constituents naturally fall into?
+: Eg. "walkers", "runners", "bikers", "maintenance", "events"
+; What member types do we have?
+: Individual, Household, Corporate, Foundation
+; What other contact types do we have?
+: Partners; State organizations; Vendors; Elected officials in the towns we serve;