vtiger

[PhilCorringham@yahoo.com]

Access (a charity helping expats in The Netherlands) is looking for a system to improve the way in which it manages it contacts data. One main requirement is to easily find a contact eg under Childcare\Nursery\Amsterdam area. I have not installed raw vTiger yet, but seen an offering from a hosted service provider, and what I have seen lots more suited to selling than what we are after. Finding a contact from what I have seen would not be that easy.

Just wondering if there are others who may be able to comment

Cheers, Phil

[mikefedyk]

Yes, vtiger is targetted toward sales departments right now.

What searches do you want that are hard right now in vtiger?

[Weishun]

PhilCorringham@yahoo.com wrote: Finding a contact from what I have seen would not be that easy. A couple of modifications can make it very easy. I'm able to use the global search to find contacts by name, address or telephone number, with only a partial string. Having said that, vtiger is a lot of "overhead" when, from what I gather, all you need is a simple "address book".

[Anonymsx]

I'm modifying VTiger right now for use with an AmeriCorps project I'm working on. I have to raise funds for the program in several different ways. In a way, each donation is a form of a sale, which is why I'm using vTiger.

[trevortwining]

CRM is very similar to Donor Management, a term used by professional fundraisers to describe how they interact with donors. The processes for each are very similar too, but there are enough differences to cause confusion over things like terminology.

It is possible to customize it sufficiently for the non-profit sector. I know, because I've done it for an organization that uses Sugar.

Hope this helps

TT

[mikefedyk]

Anonymsx wrote: I'm modifying VTiger right now for use with an AmeriCorps project I'm working on. I have to raise funds for the program in several different ways. In a way, each donation is a form of a sale, which is why I'm using vTiger.

Charities have an extreem importance on keeping track of dates. Each donor is seasonal and if you send a reminder close to those important dates you will increase your chances of a donation many times.

This translates into generic sales and CRM also and would be a great contribution to vtiger. *hint, hint* ;)

[npp]

Would any one who is using vtiger for donation based organizations be open to talking about how it is going?

We are thinking about doing this but want to know of others doing it.

Also we are willing to pay for help with the process.
Thanks
Al

[micheas]

npp wrote: Would any one who is using vtiger for donation based organizations be open to talking about how it is going?

We are thinking about doing this but want to know of others doing it.

Also we are willing to pay for help with the process.
Thanks
Al

I am about half way through doing a mild fork of vtiger that does this. I sort of wish that vtiger used GIT instead of subversion so that I could track vtiger and maintain a fork easily. :idea:

My initial audience is political organizations, but NGO's should be a further refinement.

Over all the process should take about a month of one or two developers devoted to making it happen.

[piethein]

I'm also working on a fork for a charity organisation. Currently I'm developing a membership module with autmatic invoice generation.

Maybe we could work together in some sort of way....

[micheas]

I have just started looking at svn to git bridges, as that seems like the way to go.

I might have the spare bandwidth to host the project. :?:

But if anyone else has experience with hosting git they can chime in.

Most of my work is just translating sales jargon to political jargon. (not completely straight forward, but not too bad either.)

One issue is importing contacts 500,000 at a time :D Fortunately they have semi uniq ids.(unique to the county, but figuring out how to de dupe is a bit interesting.