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GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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Jose Torres

Administrator, Implementor

Professional Exchange Service Corporation

http://pesc.com

PESC uses CiviCRM as pillar in maintaining many nonprofits throughout California and Nevada.

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Sylvain Boissel

Implementor, End-user

Wikimédia France

https://dons.wikimedia.fr

CiviCRM is very helpful for us to manage memberships and donations. As one of the biggest users in France, we would like to help building an active French-speaking community.

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Kellie Brownell

End-user

EFF

https://www.eff.org

The CiviCRM community has been a tremendous resource for new ideas and helping us solve problems. We are excited to contribute customizations EFF makes back to core and support new features such as batch entry for offline donations or multiple payment processors on one donation form.

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Coleman Watts

End-user and Developer

Woolman Sierra Friends Center

http://woolman.org

If it weren't for CiviCRM we'd be using at least 5 different
systems for Woolman: one for donor management, another for email newsletters, a third for our school enrollment, a fourth for our summer camp registration, and then a whole bunch of spreadsheets for keeping track of things like event attendance, prospective students, CSA memberships, etc. And of course none of those systems would talk to each other or make it possible to get a whole picture of the many ways one person might participate in our education center's activities. Migrating all of our scattered data and disparate systems to CiviCRM was a long and challenging process, but the results have been more than worth it. Our ability to track and report on our programs has improved dramatically, while the burden on staff to do data entry has been greatly reduced, and our participants are happy that they can now register/enroll online rather than mailing or faxing paper forms.

GROWING AND SUSTAINING RELATIONSHIPS
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El McNab

Admin, Implementor

Circle interactive

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We help many not for profits implement CiviCRM through consultancy, training, configuration, support and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. I love presenting demonstrations to new potential users; many are shocked by the scale of the software. CiviCRM is suitable for so many different organisations as it's been developed to cover so many bases off the back of community calls.

I maintain our own CiviCRM client database; it feeds into our drupal intranet to provide me with all the information I need at a click. I would be lost without it!

GROWING AND SUSTAINING RELATIONSHIPS
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Paul Delbar

Implementor, Developer

delius

http://www.delius.be

CiviCRM is a viable alternative for small and medium-sized non-profits.

GROWING AND SUSTAINING RELATIONSHIPS
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Katy Jockelson

Implementor, administrator

Third Sector Design

http://thirdsectordesign.org

We work with non-profits to help them use and understand Civi. It's such an important tool for these organisations and it's great to see people using it in different and interesting ways. Using and working with Civi is made so much more fun and useful by the enthusiastic and talented community surrounding it.

GROWING AND SUSTAINING RELATIONSHIPS
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Michal Mach

Core Team Member, Developer, Implementor

CiviCRM, Caltha

http://civicrm.org

I've always been passionate about what non-profits and advocacy groups can achieve using technology. For me, CiviCRM shows an essential example of how non-profit and technology worlds can come together to provide real change - working as community, creating value for yourself, but also for others in non-profit sector.

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Chris Ruhlen

Developer

Donor Depot

http://www.donordepot.com

CiviCRM community is a very dedicated group of professionals who deeply care about causes that care about the causes of charitable organizations.

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David Moreton

Consultant, Implementor and End-user

Circle Interactive

http://www.civisites.com

We help many not for profits implement CiviCRM through consultancy, training, configuration and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. It's really satisfying to
help people move on with a system that's so much in tune with their own ethics of sharing and collaboration. We also 'eat our own dog food' and use Civi in-house for our client records because we love the flexibility and control it gives us.

For us it's important to share code and advice with other members of the community when we can because we know we get it back in help at other times. The community really is awesome and one of the friendliest and undaunting I've come across. We appreciate the huge value of the software to us and our clients so we try to contribute back and make it even better.

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Adam Clamp

Consultant & Developer

The Green IT Company

It helps us provide our clients with an excellent community and group management tool. We can also build upon many existing Drupal sites as CiviCRM now uses this CMS as its foundation.

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Adam Wight

Developer

Wikimedia Foundation

http://wikimediafoundation.org/

Civi is one of those pieces of software that makes you wonder how early humans could have survived without it. Every nonprofit seems to be using Civi for some aspect of their fundraising, and I'm always surprised at the creative ways different people find to make it work for their needs. Happy to be able to help out a bit. There's a lot of energy going into this project--definitely checkout the forums and the IRC channel if you're curious.

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Unified membership searches with Drupal Views

Submitted by ChrisChinchilla on January 15, 2013 - 14:10

 

The CiviCRM profiles features are a great easy way to quickly generate custom membership lists that can be viewed, sorted and displayed on your public website, but one of their biggest annoyances is they can only display organisational or individual memberships, not a mixture of the two.
 
I discovered a quick and easy way of getting around this through the wonder of Drupal views (Sorry Wordpress and Joomla! folks).
 
Set up your view as normal and required with whatever fields, arguments, relationships and filters you may need, then create a 'Global: Combine fields filter' field, expose it and choose the fields you would like to be able to search, probably First Name, Last Name and Organisation Name.
 
Save the view and voila! You have a membership list that can be searched across all membership types and names and as it's views you can continue customising it to your hearts content.
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Screen Shot 2013-01-16 at 9.07.19 AM.PNG63.99 KB
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CIVICRM


GROWING AND SUSTAINING RELATIONSHIPS

WHAT IS CIVICRM
  • Community
  • Case Studies
  • Experts
  • Contributors
  • Core Team
  • Licensing
  • Contact Us
WILL CIVICRM MEET YOUR NEEDS?
  • Contacts
  • Contributions
  • Communications
  • Peer-To-Peer Fundraisers
  • Advocacy Campaigns
  • Events
  • Members
  • Reports
  • Case Management
GET STARTED
  • Evaluate Your CRM Needs
  • Evaluate CiviCRM Features
  • Read Books
  • Documentation
  • Demo CiviCRM
  • Download CiviCRM
  • Download Extensions
  • Find An Expert
PARTICIPATE
  • Join the CiviCRM Community
  • Read Our Blog
  • Community Forum
  • Attend a Training or Meetup
  • Make It Happen
  • Become A CiviCRM Developer
  • Issue Tracker
  • Help with Documentation
  • Translate