CRM Search & Communication Scope
Decoded requirements from CRMBasics diagram

1. Purpose
Scope for CRM search and communication features.
1. Requirements
1.1 Property Address Searches — search by property/suburb and return listing-related outputs.
1.2 Name Searches — search by person name and classify results as buyer or seller records.
1.3 Tasks and Communications — templated messages and recurring/seasonal mailings triggered by tasks or events.
2. Detailed Functional Items
3. Acceptance Criteria
3.1 Search: Entering a suburb or address returns matching records within acceptable response time; results include Current Listings, Appraisals, and Sold where available.
3.2 Name search: Entering a person’s name returns contact records and clearly indicates Buyer or Seller role.
3.3 Templates: Templates can be selected, previewed with placeholders resolved, and sent; each sent item is recorded in the contact or property activity history.
3.4 Tasks: Tasks can be created, linked to contacts/listings, and can trigger one or more templated communications.
CRM Advanced Schema
: Work in Progress
