CiviCRM 1.1

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

Drupal/Civicspace Integration

• Installation script - integrated w/ Civicspace install, and standalone (adding CiviCRM to existing Drupal/Cspace site)
• Support for Volunteer and Mass-mailer integration (API additions and changes as needed)
• Multi-site support: map CiviCRM domain_id(s) to site prefix(es) - w/ options for domain (contact data) sharing between Drupal sites.
• Rename table prefixes from crm_ to civicrm_ to comply with Drupal standard.
• Provide script to synchronize Drupal Users with CiviCRM Contacts for existing sites (batch operation).

Import

• Support import of all Custom Data fields.
• Configurable support for larger import datasets (conditionally up to 8MB file-sizes - depending on hardware factors).
• Implement usage of crm_uf_field.is_match fields to drive duplicate detection
• Add options for handling existing (dupe to DB) records (skip, update, fill or ignore)
• Support multiple phone nums, emails + possibly support qualifiers (phone_type = mobile, etc.). Fix API to support this prior to implementing in Import. Might make sense to re-think how createContact API is implemented (per prior disc w/ Lobo).
• Support import of data for multiple locations (i.e. Home Address, Work Address, Home Phone, Work Phone, etc.)
• Support import of a Note
• Support importing contacts into existing groups, and/or creating a new group on the fly and assigning imported contacts to this group

Groups

• Implment 'Smart Groups' (linked to a Saved Search) and expose to Group APIs.
• Implement API-based support for joining (subscribing to) and leaving (unsubscribing). Includes support for double-opt-in model (subscribe request + subscribe confirm).

Contact Search

• Add 'is_searchable' property to custom_field (should this custom field be included in Advanced Search criteria).
• Integrate searchable custom data fields into Advanced Search (display fields in custom data groups as collapsed fieldsets)
• New search (i.e. click Search button) should reset filter letter (AtoZ) to null.
• '>> Search Results' breadcrumb should use userContext stack to return to last search screen and criteria. Currently hard-coded to return to basic search.

Custom Data

• Allow CiviCRM Profile to use custom data fields (currently only core civicrm flds are supported)
• Custom Data - Add Field: integrate show/hide block and row logic in template w/ underlying php code. 'showoption' div and populated rows should redisplay
  on page reload after validation error. Currently, this block disappears when page is redisplayed even though option values have been set.
• Custom Data - Select/checkbox/radio fields don't show 'required' mark (in Preview and in contact/view/cd) AND don't enforce is_required property.
• Custom Data - Need field validation on multiple choice option matrix. Currently, if any fields in a an option row are blank, it just skips row. Should throw a validation error.
• Implement tab vs. inline display. Currently, custom field groups are always displayed 'inline' (on a single form/single tab). If the 'tab' property is set, that group will now be displayed on it's own tab (local task). For 'inline' custom field groups, title of the first displayed group (lowest 'weight') will be used for the 'tab' title as well.
• New custom group property - collapse_display (INT 0 or 1). Controls initial display of this group when editing custom data for a contact. Groups with validation errors are always displayed when page is loaded.

Internationalization

• Enhanced support for localised date input and display formats.
• Fixed issues with localising ENUMS.
• Implemented 'Pootle' to facilitate translation efforts for new languages.

Miscellaneous

• Google maps - re-implement mapping using official Google Maps API.
• Change crm_activity_history.activity_date to store date AND time.
• Dedupe during 'Add Contact' (add button "check for dupes" during completion of Add/Edit contact forms).
• Exposed Individual.middle_name property for Add/Edit forms and import.
• Consistent model for DELETE action on non-critical objects. Uses Javascript confirm() by default, and degrades to HTML confirm on a separate page if Javascript is disabled.

Integration of Ajax framework and implementation for key UI improvements-Experimental Phase

• Initial framework setup and integration (using JPSpan).
• Implement country/state picker widget