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Seltzer CRM 0.2.0 An open source CRM for hackerspaces Copyright 2009-2012 Edward L. Platt <firstname.lastname@example.org> Distributed under GPLv3 (see COPYING for more info) CONTENTS ======== 1. Overview 2. Why create another CRM 3. How to install 4. Basic usage 1. OVERVIEW =========== Seltzer CRM is a tool for managing membership data at hackerspaces and similar membership organizations. It is designed to be useful to a typical hackerspace administrator without any training, and easy to tailor to the needs of a particular space (through modularity rather than forking or configuration). The current features are: * Tracking of member contact and emergency contact info * Tracking of membership levels and dates * Tracking of voting status * Tracking of key assignments * Customizable permissions and roles Seltzer has been in production use at the i3 Detroit hackerspace in Ferndale, MI since 2010-12-20. 2. WHY CREATE ANOTHER CRM? ========================== There are a number of powerful CRMs out there already, including the open source CiviCRM. However, we found the complexity of existing CRMs to be an obstacle to recruiting and training volunteers at member-run organizations such as hackerspaces. Seltzer CRM has a very basic feature set tailored to the needs of a hackerspace. 3. HOW TO INSTALL ================= Check out the INSTALL file. 4. BASIC USAGE ============== NOTE: to preserve historical data, only delete plans, members, and key assignments if they were created in error. If a plan, member, or key assignment is no longer valid, it should be marked as inactive rather than deleted. Add or edit different levels of membership plans by clicking the "Plans" tab. This tab displays a list of existing plans. Each existing plan has links to edit or delete that plan. You may add a new plan by clicking the "Add" sub-tab. Add or edit members by clicking the "Members" tab. This tab displays a list of all members, past and present. Members may be filtered down to only active or voting members. Each member has a link to edit or delete that member. To add a new member, click the "Add" sub-tab. To manage a member's membership status, click a member, and then click the "Plan" sub-tab. To edit a member's roles (which determine their permissions) click a member and then click the "Roles" sub-tab. To manage a member's key assignments, click a member in the "Members" tab, then click the "Keys" sub-tab. To grant or revoke permissions for user roles, click the "Permissions" tab. To import member data, click the "Members" tab, then click the "Import sub-tab. You will need to upload a CSV file. The first row should contain the following headers: * "First Name" * "Middle Name" * "Last Name" * "Email" * "Phone" * "Emergency Name" * "Emergency Phone" * "Username" If blank, will use <first initial><last name> * "Plan" The name of the plan to assign a member to. If no plan of that name exists, it will be created. * "Start Date" The date the user joined in YYYY-MM-DD format. A user will be created for each subsequent row.