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Author Topic: List of website functions  (Read 4438 times)

mroswell

  • Guest
List of website functions
February 05, 2008, 12:11:12 pm
Here is a list of 21+ functions I want to be able to do.
For now I want to sort them into three categories:

A. do-able, no problem,
B. do-able just have to learn how
C. do-able, with customization
D. probably not do-able with CiviCRM (do any fall into that category?)

I'm using drupal.

Anyone care to take a stab at classifying these?
I got a start with the first one.

I also welcome insight. Do most Drupal users use the Event Module, or the Calendar Module, (or both)?
Any guidance you might give to a first-time CiviCRM-configurer?



A   1. Public site (no login to drupal or civiCRM)
   2. User registers for e-mail newsletter
   3. CiviCRM Individual login as member (members only becomes visible)
   4. CiviCRM Individual login as committee member (members only and committee becomes visible)
   5. CiviCRM Individual login as board member (members only and board becomes visible)
   6. CiviCRM registration/payment as Individual member
   7. CiviCRM registration/payment as corporate member
   8. CiviCRM registration as Individual member - admin processes the registration fee
   9. CiviCRM registration as a new user from a corporate member
  10. Admin user performing registration on behalf of a user
A  11. Profile edit by individual user
  12. Profile edit by corporate user
  13. Event display to a non-member
  14. Event display to a member
  15. Event display + admin registers on behalf of a user
  16. Event registration by member
  17. Event registration by non-member
  18. Event sponsorship by corporation
  19. Event booth registration by corporation
  20. Event registration + optional activity registration
  21. Admin view of a member showing 'all' relevant data for that member

Also:
   1. Publications for sale
   2. Publication purchase by member
   3. Publication purchase by admin on behalf of a member
   4. Admin view of a member showing outstanding balance
   5. Invoice creation for a member
   6. Invoice processing on behalf of a member


serpico

  • Guest
Re: List of website functions
May 05, 2009, 02:51:25 am
Did you have any luck with this? I also want these features:

   4. Admin view of a member showing outstanding balance
   5. Invoice creation for a member
   6. Invoice processing on behalf of a member

Eileen

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Re: List of website functions
May 05, 2009, 08:07:20 am
That's a really old thread you've picked up.

The answer is civiCRM does not easily translate to invoices and debtor management. An ERP rather than a CRM is probably more helpful in that area
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • List of website functions

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