Hello,
I'm currently working on building tools for Phonebanking with Drupal + CiviCRM, so I'm starting this thread to facilitate community discussion.
The preliminaries: My tools will not do anything unique in terms of storing contact data. It will be entirely dependent on CiviCRM's existing contact records for that. Primarily my focus is on working with CiviCRM's existing framework of Activity records of the Phone Call type.
Essentially, my vision for the project is composed of 3 related Drupal modules, the first of which is now in beta release.
1.) CiviAssign - Beta Relased!
http://www.ninjitsuhosting.com/files/civiassign-0.1-beta.tar.gzThis module will allow phone bank managers to assign Phone Call activities to phonebank staff en masse. It's a simple Drupal form with these fields:
Subject - the subject to be given to each activity
Group to Assign - A selector of CiviCRM groups, for designating the contacts who are to be Called.
Then one or more of the follow fields:
Individual - An autocomplete field for identifying an individual to whom Calls should be assigned. (TBA)
Group - A selector of CiviCRM groups, for designating a group of Contacts to whom calls shoudl be assigned on a round-robin basis
Role - A selector of Drupal roles, for designating a group of Contacts to whom calls shoudl be assigned on a round-robin basis (TBA)
When combined with CiviCallScript (below) there would be an additional field for designating the Call Script to be used for the call.
On submit, the module will create all the necessary activity records.
2.) CiviCallScript - availability TBD / subject to additional funding ?
This module will provide a Drupal node type for storing call scripts. The scripts can be simply a single node of text, or in combination with Drupal Core's book module, it can provide a hierarchy of Question/Response pairs for walking the Caller through a call step-by-step. Call scripts can be associated with a CiviCRM activity record. The module will also provide a Block which can display the associated script on the Activity page.
3.) CiviPhonebankPermissions -
/ Subject to additional funding?
My newest problem under consideration is the issue of Permissions. What if we only want the Phonebank Staff to be able to access contact information for contacts which they have been explicitly assigned to call, which they would not otherwise be allowed to access? This module will address this problem. It might be as simple as providing a Block (much like the above) that displays on the Activity page, which circumvents CiviCRM's access control to show the required contact information for the activity.
Potential sponsors can submit inquiries via:
http://www.ninjitsuhosting.com/contactCommunity Discussion / criticism / feeback / donations / etc are encouraged. :-)
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