CiviCRM Community Forums (archive)

Hi,

I work for a non-profit organisation that operates in 21 countries and is mainly interested in CiviCRM as a donor management system.

I have done an assessment using your test demo and against our documented Requirements and am hoping you can answer a number of questions I have to help us to make a decision.  I have broken my questions into 4 posts to make it easier, hope this helps.  See below, for my customisation questions:

Q. Can you transfer people from one Contribution category to another, whilst keeping their history of when they were in the previous category?

Q. Can you link CiviCRM to an address checking system, i.e. to make sure the address & postcode match?

Q. Customisation of fields – Does the Administer/Customise section of CiviCRM allow you to customise fields for each module of CiviCRM, and for each screen within each module or just certain parts can be customised?  We would particularly want to customise fields for Contact information, Project and Contribution fields and for reporting on them too.

Q. Can you manage drop down lists on your own for any field without having to go to someone to change code?  I can see the Administer/Option lists section but it looks on the test demo to be for certain fields only, like Activities, Tags etc.

Q. How can you create different segments in CiviCRM and channels versus projects and add Contacts to them?  I can see you have the Groups and Tags but I was not sure what they are supposed to be used for.

Q. Donation preferences - Can you customise fields so that you can capture information on what specific types of projects  people have expressed an interest in?