Fundraising Campaign Management

A system designed to manage the donor database and funds for various fundraising campaigns using Vtiger. Custom modules were created to encapsulate the required functionality within the Vtiger system.

Project Summary

This system was completely different from the usual CRM system and Vtiger was chosen as the implementation platform due to its modular architecture and familiarity of system use by the client. The purpose of the system was to track the data for any fundraising campaign. Donor records, generated funds, campaign details etc. were all tracked within this system. We created custom modules using the Vtiger module architecture and created all the required functionality from scratch.

Several Vtiger features were reused during this implementation such as user/role management, calendar integration, outlook integration etc. The client intended to use this product for various fundraisers and the system was used extensively to manage such data later in production. Reporting and custom dashboard were two important areas of this system and Vtiger reporting engine was used to generate these reports. The Vtiger dashboard was completely customized to display the fundraising campaign specific data.

Technologies

PHP, MySQL, HTML, CSS, Java Script, jQuery, AJAX, Smarty Templates, Vtiger

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Screenshots

Use Case Summary

The high level use cases for this website are listed below.

  1. Create Campaign
  2. Edit Campaign
  3. View Campaign List
  4. Create Donor

  1. Edit Donor
  2. View Donors
  3. Create Transactions
  4. View Transactions

  1. Export Transactions
  2. Import Data
  3. Export Data
  4. Reporting

  1. Custom Dashboard
  2. Outlook Integration

 

Case Studies