In the last weeks I did some work on optimizing queries for the "Manage Supporter"-Interface in campaignion (online campaigning / online fundraising distribution). The goal is to filter Redhen contacts and then apply bulk-operations on them. In our larger databases we have up to 500,000 contacts and millions of activities - and the queries are not that simple either. How do you get “All supporters that signed at least two petitions last year but never made a donation”?
One of the most complicated user interfaces in CRM systems is frequently the profiling interface. You want to sort your contacts, filter them and literally create formulas of filters that you can save.
In this blogpost I'll introduce a rough concept we've been working on. Hopefully we'll be able to implement it as part of Redhen CRM some time soon.