[Calendula-devel] DiscipleMakers weigh-in

[Jason Maas]

Hi Darryl,

On Sat, 20 Mar 2004, Darryl Caldwell wrote:

>Thanks for the overview, Matt. Could you by chance provide us with a
>simple use case for this receipting system. I am trying to visualize how
>this would fit into a CRM.

I'll throw in a little more to try and clarify things.  By "receipting"
what we mean is the software that our secretaries use to handle
contributions (donations) that come to our headquarters, usually in the
form of checks.  They use the software to enter in who the gift was from,
who it's for, and then print a receipt to mail to the donor (hence
the name "receipting").  It would be great for this "receipting" system to
tie into our CRM software so all of our staff (most are remote) would
automatically see all the gifts a contact has given when they look up a
person's record in the CRM software.

The basic idea we have is to have this big database of people that all of
our software ties into, instead of our current situation of separate
software for the donations, CRM, event/conference management, etc.

I hope that makes sense.

-Jason