CiviCRM/Demo: Difference between revisions

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=== System ===

* Direct entry "click the screen" where you want to edit

* Integrated Maps (Open Street Maps, Google Maps or Yahoo Maps)

* Unlimited Custom Data Sets

* Unlimited Custom Data Fields

* Quick Search, Advanced Search, ~~And~~ Advanced Query Builder Capabilities

* Quick Search, Advanced Search, and Advanced Query Builder Capabilities

** Searches as you type (auto-complete)

** Select which field you want to search. eg. search for "Lawyer" as Name, Title, or Street

** Edit criteria = refine your search from the results screen

** Change output format and profile

* Customized Organizational Hierarchy & Access Rights

* Send Individual, Group, Or Bulk Emails

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* Customized Data Export To Multiple File Types

* Manage Tasks

* Deleting contacts sends them to the trash, so you can 'undelete' them later. You can even search through your trash if you're looking for a 'missing' record.

* Custom Profiles allow you to view your data in any way you want (e.g. remove country; add gender) and profiles are also used for registration/edit

=== Constituents ===

* Unified View For All Constituent Types

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# Correspondence filing - send email to crm@coastaltrails.org

# Deduplication - merge Greg and Greg

~~# New Contact~~

# Phone appends

# Email appends (clickable record UI)

# Mark as Deceased

# Search for 'family', cleanup

# Advanced Search

# Add New Contact

# Add Michelle to Board of Directors group

== Contributions ==

@@ Line 17: / Line 17: @@
 === System ===
 * Direct entry "click the screen" where you want to edit
+* Integrated Maps (Open Street Maps, Google Maps or Yahoo Maps)
 * Unlimited Custom Data Sets
 * Unlimited Custom Data Fields
-* Quick Search, Advanced Search, And Advanced Query Builder Capabilities
+* Quick Search, Advanced Search, and Advanced Query Builder Capabilities
+** Searches as you type (auto-complete)
+** Select which field you want to search.  eg. search for "Lawyer" as Name, Title, or Street
+** Edit criteria = refine your search from the results screen
+** Change output format and profile
 * Customized Organizational Hierarchy & Access Rights
 * Send Individual, Group, Or Bulk Emails
@@ Line 25: / Line 30: @@
 * Customized Data Export To Multiple File Types
 * Manage Tasks
+* Deleting contacts sends them to the trash, so you can 'undelete' them later.  You can even search through your trash if you're looking for a 'missing' record.
+* Custom Profiles allow you to view your data in any way you want (e.g. remove country; add gender) and profiles are also used for registration/edit
 === Constituents ===
 * Unified View For All Constituent Types
@@ Line 65: / Line 72: @@
 # Correspondence filing - send email to crm@coastaltrails.org
 # Deduplication - merge Greg and Greg
-# New Contact
 # Phone appends
 # Email appends (clickable record UI)
 # Mark as Deceased
+# Search for 'family', cleanup
+# Advanced Search
+# Add New Contact
+# Add Michelle to Board of Directors group
 == Contributions ==