☂ Implementation of new CRM
Open, Needs TriagePublic
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Assigned To

None

Authored By

	Jenny_Brandt_WMSE
	Jul 1 2024, 8:59 AM

Description

This serves as the umbrella task for Implementing the new CRM. This includes, but is not limited to:

The work with the supplier to get the CRM configured and going Live.
Informing current members and other affected users of the migration.
Migration of data from previous systems
Sunsetting previous systems
Updating the documentation and routines (internal, on wiki and on wikimedia.se)
Archiving old outdated documentation on wiki. With a particular focus on any links going to the old system.

This task is not however responsible for finishing off any remaining tasks related to deciding on the CRM.

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Status	Assigned	Task
Open	None	T185470 [Tracking] GDPR/Privacy at WMSE
Open	None	T368885 ☂ Implementation of new CRM
Open	None	T230863 Review what personal information WMSE gathers from members
Duplicate	Lokal_Profil	T368891 Define volunteer management in the CRM - needs and effects
Duplicate	Lokal_Profil	T244243 Work towards an updated and functional volunteer management system
Resolved	Lokal_Profil	T244244 Set up a separate volunteer management drive
Resolved	Eric_Luth_WMSE	T244245 Transfer volunteer list and consent to volunteer drive
Resolved	Eric_Luth_WMSE	T244246 Define who is a volunteer
Resolved	Eric_Luth_WMSE	T244247 Update the privacy policy with a section about volunteers
Resolved	Eric_Luth_WMSE	T244248 Develop a consent text for volunteers
Resolved	Eric_Luth_WMSE	T244249 Develop a rensningsrutin for volunteers
Resolved	Lokal_Profil	T247819 Create data purge instructions for Volontärregister
Resolved	Eric_Luth_WMSE	T244250 Describe purpose of volunteer register
Declined	None	T244251 Clarify routines for event invitations
Duplicate	None	T246448 Describe a clear routine for handling of volunteer data
Duplicate	None	T244252 Find a working volunteer management system
Resolved	Lokal_Profil	T244255 Move all data to new register
Open	None	T244253 Develop a routine for staff management of volunteer register
Resolved	Eric_Luth_WMSE	T261854 Organize meeting about staff routine for volunteer register management
Resolved	Eric_Luth_WMSE	T262050 Hold meeting about staff routine for volunteer register management
Resolved	Eric_Luth_WMSE	T262548 Summarize conclusions from volunteer register management meeting
Resolved	Eric_Luth_WMSE	T262051 Go through previous notes from volunteer data meetings
Resolved	Lokal_Profil	T263647 Develop templates for collecting consent
Resolved	Eric_Luth_WMSE	T263648 Develop a form to send out in the email template for collecting consent
Open	None	T263649 Develop and define method for gathering consent
Open	None	T263650 Create a page on the wiki for non-Google Form users
Resolved	Eric_Luth_WMSE	T247810 Create English translation of Volunter register consent
Declined	None	T269045 Add direct debit as an option on webpage
Resolved	Jopparn	T256968 Branding of Scrive
Resolved	None	T374330 The work with the supplier to get the CRM configured and going Live.
Resolved	Lokal_Profil	T377836 Set up Axenon connection in Swish, Nordea and BGC
Open	None	T377835 Create a page on wikimedia.se about Ångerrätt/Returpolicy
Resolved	Lokal_Profil	T378176 Set up new Direct Debit form and Axenon access to Scrive
Open	elenorweijmar	T248823 Add new donation statistics procedure to donation handling instructions
Open	None	T377837 Sunset Zynatic-CRM
Open	Jenny_Brandt_WMSE	T350774 Define a purging routine around Direct Debit confirmations
Open	elenorweijmar	T382255 ☂Set up reports in new CRM
Open	elenorweijmar	T382256 Set up e-mail templates in new CRM
Open	elenorweijmar	T276757 Set up Användarmanual hantering av Autogiro
Open	elenorweijmar	T386613 Set up volunteer management in the new CRM
Open	elenorweijmar	T386786 Reporting of Board Volunteer hours in new CRM
Open	None	T386615 Investigate and activate Gmail integration with CRM
Open	None	T386620 Sunset Medlemsarkiv