Questionnaire for evaluating other systems

I've taken some points from the matrix and come up with a questionnaire that we can use when looking at other systems.

1. Contact Info
   • How do you enter a contact.
   • How would you enter multiple addresses, phone numbers, email at different locations.
   • How do you designate something as a primary mail/phone/email.
   • Can you designate an email address for bulk mail.
   • How configurable is this interface?
   • Do contacts have types?
2. Attributes / Extensions
   • Can you extend the contact with some attributes? (marriage date, education level, interests).
   • Can attributes have multiple values (like education history: college name, degree received, degree date).
   • How does import/export work with these additional attributes?
3. Relationships
   • How would you model relationships that this contact has with other objects? (contacts).
   • Can you extend relationships ?(and other objects)
4. Is there a tagging system
   • Are tags free form or hierarchical?
   • Which entities can have tags applied? (contacts, relationships, activities, campaigns, cases, etc)
5. Is there a grouping system
   • Can groups be dynamic?
   • How does the system handle lots of groups or tags?
   • Which entities can be grouped?
6. Activities
   • How do you record interactions that a person has had with the organization? (phone call, f2f meeting, email, attended an event etc)
   • Activities are related to what other objects?
   • What set of standard fields does an activity include?. Can you extend them?
7. Versioning
   • Does the system have any sort of revision control.
   • Can you see all the changes made to a contact and by whom over a period of time
   • Can you revert to an earlier revision
8. Permissioning
   • What is the permissioning model
   • Does it handle the national/state/local tree structure
   • Can it handle any non-cyclic graph structure?
   • What objects does the permissioning model include
9. Search
   • What fields does search cover
   • Are there any variations on search
   • Can you include / exclude fields from the search form
   • What objects does search cover
   • Can you save searches
   • Are there logic-based search builder tools
   • What features of the system help you discover relationships, activities and contacts that you didn't know about?
10. Import/Export
    • What objects and fields can you import/export
    • Can you import/export 1..n relatioships
    • Can you control the order of fields
    • What are the size limitations on import
    • Which import/export formats are supported?
11. Reporting
    • Is there a set of standard reports
    • How is reporting integrated into the system?  Is is a separate, stand-alone application, a separate module, or integrated into many modules?
    • Can you write custom reports
    • Can you do mail merge
    • Can you do mailing labels
    • Address cleanup from USPS
    • If using a form/GUI, can it handle temp tables and complex queries (SYBUNT, include/exclude groups)
12. Usability
    • What is the menu structure?
    • Can a user customize screens / links for their specific use
    • Can an organization customize screens and links this for all its users?
    • Are standard processes efficient (minimal clicks)? How do navigational elements help, or fail to help, users complete important tasks efficiently?
13. Online integration
    • What facilities exists to interact directly with the those whose contact information is stored by the system?
    • What online services does the application link up with (Google maps, Facebook, Google Apps, Linked In, Twitter)
14. Customization
    • How can you change the "theme" of the site
    • How can you change layout and rearrange / omit certain fields
    • How can you add other objects / fields to a page/form
15. Contributions
    • How are online contributions recorded. Can you track it to the payment processor
    • What about recurring contributions
    • Can you process a credit card based offline contribution
    • Can you enter offline payments (check). Can you do this in bulk
    • Is there an import/export feature
    • What type of reports
16. Other Features
    • Have we missed any cool features that you can show us?
17. Software Model and Upgrades
    • Is the software open source, purchased, hosted, per license lease
    • What is the standard development cycle
    • What support is available
    • How are upgrades handled