Consider Feature List for inclusion

[crossan007]

Review the features on this list for inclusion to ChurchCRM: https://docs.google.com/spreadsheets/d/1dcL_MMPAZaw99krEfKjLxEyq-xOPYjQmxPFQxgfs2Jg/edit?fbclid=IwAR14CF9-aE_KSv4P7ubme78W7Y4VKj1Hy6zSL0jaWP5mfOXDX7XPAe-g3Ys#gid=0

[meichthys]

Here's an initial start 🚀. I'm not very well versed in ChurchCRM but appreciate the work being done to improve the platform. I'm sure many other items below will apply to ChurchCRM. Some of the items on the list don't seem very relevant to a crm software for churches, and some are not very well explained 🤷‍♂️

Church Database System Comparison	ChurchCRM Status
Children's Check-In Kiosks
Children's Check-In Kiosks are web-based (runs in browser)
Defined Workflows
Defined Workflows that are Non-Linear
Defined Workflows triggered by many different events
Email Digests of Pending Tasks (one email for many tasks)
Handles Duplicate Profile Creation Gracefully
OCR for Contact Cards
Users Can Self-Update Profile
Households can be split/rearranged relatively easily	✔️
Households can include guests (e.g. kids' friends)	✔️
Individuals can be part of multiple families
Maps and Geographic Analysis Tools	✔️
Member Notes w/ Security Levels
Online Directory	✔️
Online Directory can be limited to Members	✔️
Online Directory can be semi-obfuscated (e.g. global partners in sensitive places)
Online Directory can have minimum age requirement (protects minors)
Stores Individual and Family photos	✔️
Emailing Children CCs Parents
Event & Content Targeting
Integration with Facebook Events (API Discontinued by FB. Field remains for nostalgia.)
Manages Unsubscribe Selectively (Unsubscribe link does not end all emails)
Send E-Statements Automatically
Sends Text Messages on Behalf of Indiv
Sends Text Messages on Behalf of Org
User-Specific Email Content (conditions and queries, not just inserting names)
Check Image Scanned to User Profile
Check Image Scanning does not require Remote Deposit
Congregants can view and schedule giving
Import Gifts from Other Apps
Online Giving Feature Exists
Quickbooks Integration
Sage Integration
Single Donation can be split between funds
Users Can Give Online w/o an account
Uses OCR for Attributing Gifts (Both to donor and to fund)
Attendance Tracking Reminders via Email/Text
Content can be shared with specific groups (e.g. small group curriculum)
Mobile-Friendly Group Rostering
Track Attendance as mixture of headcount and individual
Volunteer Access to Manage Rosters
Volunteer Access to View Rosters
Book Library System Integration
Customization of Database Columns
Deep Integration into Website
Integrate People with GSuite or AD Contacts
Integrates with a pager system (e.g. Page from Classroom Roster)
Mobile-Friendly Interface	✔️
Security Levels / Role Differentiation	✔️
Tracks Allergies
Tracks Interests Based on Tracked Behavior
Users Can Define Own Privacy
Well-Documented, Thorough, Read-Write API
Well-Documented, Thorough, Read-Write API Documentation URL
Accepts both card and ACH payments
Can Create Annonymous Surveys
Cancelling event prompts mass refund #covid19
Complex Forms w/ branching
Event Registration	✔️
Form answers can be saved to member profile
Form can add individuals to a group
Form can start a workflow
Forms can be access-controlled
Individuals can register as guests w/o creating account	✔️
Logged in users can register guests	✔️
Login not required for forms
Potluck Signup
Registration form can include volunteering
RSVP Signup (Equiv. to Existing)
Excel Output, ready for filtering without manual data formatting	✔️
PDF Output (Ready to Print)	✔️
SQL Interface	✔️
User-Friendly Reporting	✔️
Access Control Integration
Allow one event's many rooms to have different setup/teardown times
Built-in Margin for setup between events
Calendar API
Customizable Event Planning Forms
Dynamic Margin between Events (e.g. time to vacuum if there's food)
Easy Picking for Date Recurrence
Editable Room Diagrams
HVAC Integration
Integrate with GSuite or AD Room Schedules
Linked Rooms (e.g. FHE/W)
Manages Resources in Pools
Per-Day Recurrence (e.g. 9am, 11am)
Resources for Off-Site Events
Room & Resource Management
Stores Room Diagrams
Sub-Events
Uncountable Resources
Users can log in with database credentials
Always uses HTTPS for Web Interface
Always uses HTTPS within Mobile Interface
Data Encrypted at Rest
Detailed Auditing of User Activity
Does not require Flash or other plugins (except badge printing or other special hardware integrations)	✔️
Encrypted Connections btwn Database Server and Web Server
Fully Supports SPF, DMARC and DKIM
Load-Balanced Server Infrastructure
Mass Emails sent with tenth.org as sending domain
Multiple Data Center Locations? Where are they?
Passwords are Salted & Hashed
Regular Off-site Backups
Role-Based Administration Permissions	✔️
SAML or OAuth Login for Staff
Web access can be on tenth.org subdomain	✔️
Webservers always use HSTS
Application Process (e.g. Youth Volunteers)
Background Check Interface
Credential Management
Handles Credential Renewals Automatically
PA-Specific Background Checks
Stores Agreements (e.g. Policy Agreements)
Viewership of Training videos is trackable
Volunteer Needs are Linked to Calendar Event Needs
Volunteer Self-Scheduling
Volunteers can mark themselves unavailable for a slot

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