Organize meeting around CRM system
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	Jenny_Brandt_WMSE
	Jan 18 2021, 10:01 AM

Description

initial meeting with André
invite to Eric and perhaps Josefine
research kravspec
after research is done - create new task possible implementation of CRM system

Details

Due Date: Apr 28 2022, 10:00 PM

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Status	Assigned	Task
Open	None	T275368 ☂Fundraising campaign F2F 2021-2023
Open	None	T281683 Pick a CRM donation management software system for the F2F campaign 2023
Resolved	None	T272267 Organize meeting around CRM system
Open	None	T257155 NGOs market research salary and conversion (direct debit to volunteers) F2F

Event Timeline

Jenny_Brandt_WMSE created this task.Jan 18 2021, 10:01 AM

Jenny_Brandt_WMSE set Due Date to Feb 5 2021, 12:00 AM.

Jopparn renamed this task from Procurement CRM-system to Organize meetings around CRM system.Jan 18 2021, 10:07 AM

Jopparn added a parent task: T257156: Pick a CRM donation management software systems for the F2F campaign 2020.

Jenny_Brandt_WMSE moved this task from Backlog to This week on the User-Jenny_Brandt_WMSE board.Feb 22 2021, 9:20 AM

Jenny_Brandt_WMSE updated the task description. (Show Details)

Jenny_Brandt_WMSE mentioned this in T272824: Add tasks from start up Workshops 2021.Feb 22 2021, 9:34 AM

Jenny_Brandt_WMSE added a subtask: T257155: NGOs market research salary and conversion (direct debit to volunteers) F2F.Feb 22 2021, 9:46 AM

Meeting invite sent.

Jenny_Brandt_WMSE moved this task from This week to Watching on the User-Jenny_Brandt_WMSE board.Feb 26 2021, 8:33 AM

Jopparn renamed this task from Organize meetings around CRM system to Organize meeting around CRM system.Mar 2 2021, 10:48 PM

Jenny_Brandt_WMSE mentioned this in T257156: Pick a CRM donation management software systems for the F2F campaign 2020.Mar 8 2021, 8:53 AM

Document in work:
Needs assesment

Get input from Eric and Josefine

Jopparn added a project: WMSE-Tools-for-Partnerships-2020.Mar 9 2021, 10:48 AM

Jopparn added a parent task: T281683: Pick a CRM donation management software system for the F2F campaign 2023.May 3 2021, 9:02 AM

Jopparn removed a parent task: T257156: Pick a CRM donation management software systems for the F2F campaign 2020.

@Jenny_Brandt_WMSE: Hi, the Due Date set for this open task is more than three months ago.
Can you please either update or reset the Due Date (by clicking Edit Task), or set the status of this task to resolved in case this task is done? Thanks.

No reply; I reset the Due Date.

Jopparn edited projects, added WMSE-Content-partnerships-support-2021-Fundraising; removed WMSE-Tools-for-Partnerships-2020.Jul 23 2021, 12:13 PM

Jenny_Brandt_WMSE set Due Date to Jan 28 2022, 11:00 PM.Jan 17 2022, 12:25 PM

@Jenny_Brandt_WMSE: Hi, the Due Date set for this open task passed a while ago.
Could you please either update or reset the Due Date (by clicking Edit Task), or set the status of this task to resolved in case this task is done? Thanks!

Jenny_Brandt_WMSE changed Due Date from Jan 28 2022, 11:00 PM to Apr 28 2022, 10:00 PM.Mar 14 2022, 8:59 AM

This was done in 2021. A new task will be added before new CRM-system finalizes. This to make sure all the necessary application/modules in a future CRM is added to the database.

If this was done, then please resolve the task so it will not be open and unresolved anymore. Doing so now. Thanks!

Organize meeting around CRM systemClosed, ResolvedPublicActions

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Organize meeting around CRM system
Closed, ResolvedPublic
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