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We need to build a fairly simple online donation tracking system.
CRM - be able to add in those who have donated.
Classify each donor by - Interested - Small donation - Large donation - Custom field
Be able to track when they have donated
The dollar amount they donated
Look the each donors history of donation
be able to email each donor
Be able to send mass emails out to each category (Interested - Small donation - Large donation - custom fields)
Needs a simple dashboard to add donors or their donations
Easily be able to track
Easily be able to search by any field (donors name, dollar amount, date, date range, company, and so on)
Be able to calculate total donations.
track donation by selected date ranges
Additional Project Description:
05/24/2013 at 14:29 EDT