Cohort

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Revision as of 14:36, 4 March 2011 by WikiSysop (talk | contribs)
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We're looking to continue our work on the Cohort CRM. It's a tag-based CRM targetted to the needs of small teams in a non-sales environment - so non-profits and/or mission-based organizations looking to track their interactions and relationships with individuals and other organizations. It implements a hierarchical tagging system that allows for free tagging, where those tags live in a hiearchy as well. It's a modern Rails3 application targetted for ruby 1.8.7. The gems it's using include:

  • Formtastic
  • Sunspot
  • A customized version of acts_as_taggable_on
  • ancestry

It has a rich jquery / ajax interface and is around 15 engineering hours away from an early release. The source code repository lives here ( link to https://github.com/berkmancenter/cohort_ng ).

Some possible directions include:

  • Build a well modelled custom field system
  • Build a rich de-duplication system
  • Finish the mailing system from the Rails 2 version of cohort
  • Create a lightweight "custom form" system that allows third parties to add and/or remove themselves from tags inside Cohort in a secure fashion.
  • Build out a bulletproof suite of tests (rspec?) that test thoroughly against both Postgresql and MySQL