[Calendula-devel] DiscipleMakers weigh-in

[Darryl Caldwell]

Thanks Jason and Tom,

The use case you outlined is right in line with the REQ doc that I have
written for Calendula. Many donors hang on to "thank-you" letters from
charities and other NPOs for their tax records.

You all can view the REQ in the CVS repository or send me a note and I
will attach it to an email message to you.

NOW would be a good time to read through the REQ to see if it is missing
something obvious. It also contains good talking points for you
consultants out there that deal with nonprofits on a regular basis, and
especially all of you on your way to NTEN/Penguinday.


-D




> 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
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-- 
Darryl Caldwell
darrylc@fudosys.com
www.fudosys.com