E-mail
Try these features on our demo at http://www.openngo.org/
Search
- Find contacts by name, contact type, group and/or tag
- Advanced search by name, contact type, group, tag, address, and/or activity
- Saved searches with any combination of criteria
User interface
- One click access to recently viewed contacts
- Quick action shortcuts to common tasks (drupal)
- One click create individual with name and email (drupal)
- Quick find contact box (drupal)
Configuration options
- Create/edit/delete custom tags, relationships, locations, custom data, CiviCRM profiles, IM services and mobile providers
- Set permissions by user and group (drupal)
Contact list view
- Quick navigation via pagination and alphabetical search
- Sort lists alphabetically by column
- Print records
- Export records into csv format
- Select one contact or entire list
Quick actions from contact list
- Add/remove contacts from group
- Tag contacts
- Send email to contacts
- Delete contacts
- Add contacts to household/organization
- Map contacts with Google maps
Groups
- Create/edit/delete
- Edit group memberships
- Static groups composed of a list of members
Import
- Import a csv file
- Intelligent field mapping
- Duplicate and error checking on all imports
- User defined duplicate criteria
Permissions (drupal)
- Set CiviCRM view, edit and create rights for any user
- Set view and edit rights for any contact group
CiviCRM Profile (drupal)
- Expose CRM fields to web site users so they can maintain their own records
- Configure which CiviCRM fields are displayed, whether they are editable, and if they are required in the website registration process
- Profile fields can be activated or disabled at any time
- Add user-defined help text to guide users in filling out profiles
Custom Data
- Create customer data groups for any or all contact types (Individual, Organization, Household)
- Create one or more custom fields for each data group
- Create text, select, radio or checkbox fields
- Define data types and whether the field is required or not
- Activate or deactivate groups or fields at any time
- Preview the appearance and layout of custom fields and groups
Contact Information
- Store 1...n locations, addresses, instant messenger addresses, email addresses and phone numbers
- Set prefered addresses, emails and phones
- Store demographic information on Individuals such as gender and date of birth
- Specify prefered communication method (phone, email, etc.) and do not contact information
- Store custom location types for any contact
Activities
- Log or schedule calls or meetings
- Send and track emails to contacts
Relationships
- Create user-configured relationships between contacts
- Define start and end dates for relationships with fixed dates like board member terms
- Enable or disable relationships at any time
Notes
- Store general notes about contacts
Tags
- Assign on or more tages to contacts
Labels:
