CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • CiviCRM for contact management?
Pages: [1]

Author Topic: CiviCRM for contact management?  (Read 2616 times)

SCLS

  • Guest
CiviCRM for contact management?
October 12, 2009, 07:24:21 pm
Wondering if this will work for just a contact manager?  It has a lot of wonderful functions but we are not far along enough yet to need most of them.  What I'm looking for is something that just keeps keeps us up to date on contacts like goldmine.  Where we can have different groups and within those groups have lists of contacts where we can keep the information up to date as far as last contact when and by whom with reminders about follow ups and things of that nature.

Michał Mach

  • Ask me questions
  • ****
  • Posts: 748
  • Karma: 59
    • CiviCRM site
  • CiviCRM version: latest
  • CMS version: Drupal and Joomla latest
  • MySQL version: numerous
  • PHP version: 5.3 and 5.2
Re: CiviCRM for contact management?
October 13, 2009, 01:27:55 am
Hey,

Seems like CiviCRM has all the functionality that you describe - you probably need to give it a try and see if built-in workflows do the trick for you. You can use http://demo.civicrm.org as test installation.

Also maybe others on the forum could share their experience with this type of usage.

Thx,
m
Found this reply helpful? Contribute NOW and help us improve CiviCRM with the Make it Happen! initiative.

My absolute favourite: Wordpress Integration!.

Donate Now!

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
Re: CiviCRM for contact management?
October 13, 2009, 04:45:11 am
It will absolutely do that for you.  In fact, after installation you can go to CiviCRM » Administer CiviCRM » Global Settings and disable all the extra components.  Then the only functions left in the Navigation bar will be Contacts and Administer.
Lead Developer, C3 Design.
Twitter: @FatherShawn

SCLS

  • Guest
Re: CiviCRM for contact management?
October 13, 2009, 05:49:20 am
Thank you both.  I'll  be working on it this week.

bgurnett

  • Guest
Re: CiviCRM for contact management?
November 05, 2009, 01:56:55 am
Hi, I'm interested in using it for a non-profit energy saving group. I am personally a long time ACT! user since launch - now on 2009 v11. The group needs a system available remotely over the net but cannot afford the multiple web licensing require for ACT!

Please let us know how you are getting on with your test of CivCRM - as a Goldmine user you will be coming from much the same place as me.

Cheers, Brian
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • CiviCRM for contact management?

This forum was archived on 2017-11-26.