1. Feature Wish List
1.1. Ages of children
1.1.1. track them
1.1.2. birth dates
1.2. Name tags
1.3. Vendor advertising management
1.3.1. CRM?
1.4. Publication subscription tracking
1.5. User Accounts
1.5.1. Login
1.5.2. Save your
1.5.2.1. Contact info
1.5.2.2. Family info
1.5.2.3. History
1.5.2.3.1. Events
1.5.2.3.2. Publications?
1.5.2.4. Payment inf?
1.6. Subscriptions
1.6.1. Manage renewals
1.7. Lockbox to store all org account info and passwords
1.8. KB
1.9. Issues
1.9.1. Scroll wheel browses records, instead of scroll ing down page
2. Initial Concept
2.1. Homeschool Association Tracking System
2.2. Intro Video
2.2.1. The Tight Ship
2.2.2. The Crew
2.2.2.1. We wear multiple hats
2.2.3. Meet Raylene Frustrated
2.2.4. Tools must talk to each other
2.2.5. The Search for a System
2.2.6. Introducing HATS
2.2.7. One System
2.2.8. Feature run through
2.2.9. Topology
2.2.9.1. Runs on PC/Mac
2.2.9.2. Synch'd and backed up in the cloud
2.2.9.3. Web
2.2.9.4. Mobile
2.2.10. Filemaker
2.2.11. Redemption Software
2.2.12. Raylene happy
2.3. Track
2.3.1. Families
2.3.1.1. Contact Info
2.3.1.2. Kid's ages
2.3.2. Volunteers
2.3.3. Vendors
2.3.4. All interactions
2.3.4.1. Cases
2.3.5. Events
2.3.5.1. Convention registration
2.3.5.2. Vendor booths
2.3.6. Subscriptions
2.3.6.1. Who bought what
2.3.6.2. Auto renewals
2.3.7. Forms
2.3.7.1. Avoid reentry
2.3.8. Future
2.3.8.1. UCS
2.3.8.2. Bulk E-mail
2.3.8.3. Advertising
2.3.8.4. Self-managed user accountd
2.3.8.5. KB
2.4. Requirements
2.4.1. Secure
2.4.2. Online
2.4.2.1. In the cloud
2.4.2.2. Always backed up
2.4.2.3. Multiple admin users
2.4.2.3.1. Raylene
2.4.2.3.2. Kathy
2.4.2.3.3. Bill
2.4.3. Flexible queries & filtering
2.4.4. Event Registration
2.4.4.1. For printing and mailing in
2.4.4.2. Flexibility in options
2.4.5. Print sub-lists
2.4.5.1. Filtered list of records
2.4.5.2. Custom columns
2.4.6. Roles
2.4.6.1. General
2.4.6.1.1. Board Member
2.4.6.1.2. Key Coordinator
2.4.6.1.3. County Rep.
2.4.6.2. Event -specific
2.4.6.3. Term
2.4.6.3.1. Start Date
2.4.6.3.2. End Date
2.5. Database Schema
2.5.1. People
2.5.2. Families
2.5.2.1. Roles played within a family
2.5.2.1.1. Head of Household
2.5.2.1.2. Primary HOME Contact
2.5.2.1.3. HOME User Account
2.5.3. PeopleRoles
2.5.4. PeopleRolesPlayed
2.5.5. Organizations
2.5.6. Products
2.5.7. ProductInstances
2.5.8. Events
2.5.8.1. Event
2.5.8.2. Event Instance
2.5.8.3. Recurring
2.5.9. ProductOptions
2.5.9.1. Required (Y/N)
2.5.9.2. How applied?
2.5.9.2.1. Per Registration
2.5.9.2.2. Per Person
3. Road Map
3.1. v2
3.1.1. Notes
3.1.1.1. Version 2 will be what's known as a "utility release". No new whiz bang features, but more of an under-the-hood structural cleanup based on what we've learned since v1. It will actually be rewritten from the ground up with a new look and feel, new data structure, and include "everyday" features such as member renewal reminder automation, mailing list management, faster searching, etc., all designed to make Raylenes life easier.
3.1.2. Features
3.1.2.1. Data structure
3.1.2.1.1. Add Family entity
3.1.2.1.2. People database
3.1.2.1.3. Company info
3.1.2.2. Smart salutations
3.1.2.2.1. Mailing address should be Joe & Mary Smith if there is a spouse
3.1.2.2.2. Dear Joe and Mary,
3.1.2.3. Searching, filtering and sorting
3.1.2.3.1. Add a button to find by last name using a contains filter
3.1.2.3.2. And by e-mail address
3.1.2.4. Mailing List Management
3.1.2.4.1. Purge duplicates
3.1.2.4.2. Export mailing list button
3.1.2.5. Volunteer Management
3.1.2.5.1. List of possible jobs
3.1.2.5.2. Job descriptions
3.1.2.5.3. Track who has done what job
3.1.2.5.4. Added list of skills to My Profile page, 1-24-17
3.1.2.6. Membership renewals
3.1.2.6.1. Membership expiration reminders
3.1.2.7. Digest Subscription renewals
3.1.3. Timeframe
3.1.3.1. Spring 2016
3.2. v3
3.2.1. Notes
3.2.1.1. I made progress on this but halted development to address some foundation issues we uncovered which will be addressed in v2.
3.2.2. Features
3.2.2.1. Event Registration
3.2.2.1.1. Entities
3.2.2.1.2. Registration Product
3.2.2.1.3. Product Price Levels / discounts / class
3.2.2.1.4. Options
3.2.2.1.5. Cost
3.2.2.1.6. Payment
3.2.2.1.7. Inbox
3.2.2.1.8. UI Mockups
3.2.2.1.9. Future Features?
3.2.3. Timeframe
3.2.3.1. Fall 2016
3.3. v4
3.3.1. Features
3.3.1.1. Vendor tracking
3.3.1.2. Advertising Tracking
3.3.1.3. MailChimp Integration
3.3.2. Timeframe
3.3.2.1. Spring 2017
3.4. Future
3.4.1. Used Curriculum
3.4.1.1. Replace FlashConsign
3.4.1.2. Add 24/7/365 eCommerce
3.4.2. Portfolio & Assessment
3.4.3. Convention App