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GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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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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Xavier Dutoit

Developer and Implementor

Tech to the People

http://techtothepeople.com

Over the past 15 years I've been involved in several open source communities.
CiviCRM is without any doubt the one that has the strongest focus in welcoming "newbies" and letting everyone feel at home here. Another impressive feature is the focus on shipping. No matter what you think of CiviCRM today, you are almost sure that there will be a newer and better version in a few months.

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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Alice Aguilar

Implementor

Progressive Technology Project

http://progressivetech.org

The organizations we work with are experiencing the benefits of a robust tool that is
easy to use, supports their work, and allows them to collect and track data from various parts of their organization, such as membership, fundraising, communications, and organizing into a centralized database. CiviCRM as an open-source solution also allows us to nurture and build a user community to share and create a common vision of future features that would be useful to the community organizing field. Just two years after our pilot project, we're currently supporting 30 community organizing groups to use CiviCRM, and the community is steadily growing.

GROWING AND SUSTAINING RELATIONSHIPS
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Samuel Vanhove

Developer, Implementor

Réseau Koumbit

http://koumbit.org

As non-profit consultants working for non-profit organizations, we found CiviCRM to be particularly well suited to answer the common needs of activist associations, charities and other medium-sized groups. Based in Montréal, we've helped local and international organizations migrate to CiviCRM to manage their memberships, events, communications and fundraising campaigns. We empower our clients and assist them when they need us.

GROWING AND SUSTAINING RELATIONSHIPS
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Kurund Jalmi

Developer, Implementor

Web Access India Pvt. Ltd.

http://webaccessglobal.com

I have been part of CiviCRM project from the beginning and feels great to see how it has grown over the years.
I am glad to be associated with such a wonderful open source project and an awesome community around it.

GROWING AND SUSTAINING RELATIONSHIPS
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Jamie McClelland

DEVELOPER AND IMPLEMENTER

PROGRESSIVE TECHNOLOGY PROJECT

http://progressivetech.org
GROWING AND SUSTAINING RELATIONSHIPS
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Abril Rocabert

Administrator and End-user

http://www.alternativasycapacidades.org

CiviCRM is a powerful tool that could be really useful for many non-profits in Mexico.
Unfortunately the community is very small in my country. I hope that in the next years the community expands around Latin America.

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.

GROWING AND SUSTAINING RELATIONSHIPS
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Peter McAndrew

Implementor, Developer

Third Sector Design

http://www.thirdsectordesign.org

Being part of the CiviCRM community is really something to shout about! Not only is CiviCRM an amazing software package, its designed for organisations that make a difference in the world. We help non-profits across the UK gain control of their data through the power of CiviCRM.

It is without a doubt the best piece of software I've ever worked with, and I'm constantly discovering cool new features. More recently I've been working on CiviMobile as part of a project for my course at University. I'm really looking forward to seeing this being used by organisations across the globe.

GROWING AND SUSTAINING RELATIONSHIPS
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Robyn Perry

End-user, Administrator, Trainer

Progressive Technology Project

http://progressivetech.org

CiviCRM is helping us serve member-based community organizing groups across the
U.S. to keep better track of their events, fundraising, and membership data. It's helping our community to aim higher in terms of what kind of questions they should be asking and what kind of data they should be collecting. We chose CiviCRM because it's the best all-around tool to do what our groups need, AND because it's open source.

GROWING AND SUSTAINING RELATIONSHIPS
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Richard Hunter

Administrator, End-user

AustLII

http://www.austlii.edu.au

AustLII is the leader in the free access to law movement and has a philospophical bias towards open source systems. After investigating all the other possible major alternatives it seemed logical to turn to CiviCRM. We have software developer resources, and though it is not core business, we may be able to direct some of these resources towards improving CiviCRM for the community.

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Home » Blogs » Eileen's blog

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What's happening Next with Make It Happen

Submitted by Eileen on December 9, 2010 - 13:08

Rules integration, Multiple contact subtypes, Upsell / change membership type, Permissioning integration with Joomla 1.6 ACL, Personal Campaign Pages - offline contributions, Integrate CiviCampaign with CiviEngage, contributions, events and mailings, and a few holdovers from 3.3.

 

In some ways choosing Open Source software is like making a bet on humanity. We choose to believe that without contract or obligation individuals, organisations and businesses will work together to produce something that benefits all of us. With CiviCRM it feels like we've upped the odds to double or nothing because the organisations that use CiviCRM represent some of our noblest causes (and some that we may not agree with) but parting with funds from cash-strapped or deserving organisations to fund shared development is a lot harder than spending money out of a business account.

 

In my mind contributing back to Open Source projects that we benefit from and CiviCRM in particular is both a moral and a practical obligation. If we want it to be there for us we have to be there for it. For those of us who may have limited funds Make-it-Happen is a great way to make our bet on a scale that is appropriate to us or our organisation.

 

Going into 2011 community funding via Make-it-Happen and direct sponsorship is going to be the key driver behind the remaining 3.x releases. Release 3.4 and 4.0 are both expected early in the new year with 3.4 being the last release that will support drupal 6 and 4.0 supporting drupal 7. Obviously supporting two versions of drupal will put pressure on the CiviCRM core team and the duration of that double support will depend on the community.

 

However, right now it's the time for us to think about what initiatives we want to support into release 3.4. There are some ongoing and some new intiatives up for sponsorship.

 

Rules integration

Drupal Rules module is all about managing workflows. If you want to have a manager approve CiviMails before they go out or events before they are posted these are 'workflows' in geek-speak. A work flow might be a series of steps like someone creates an event, someone else approves it but it only becomes live after the speakers bio is pasted as a node (drupal events and CiviCRM events can be combined). If you can start to see the possibilities then here's the widget.

 

 

 

 

Multiple contact subtypes

So, you record one set of information for the kids at your school and a different set for the parents but suddenly (hopefully due to the longevity of your data tracking) one of the kids becomes a parent - how do you deal with that in CiviCRM? If your contacts refuse to live in one box for the duration of your interaction with them this may be the enhancement you are looking for (especially if you like pina coladas and singing in the rain - oh dear API team tendency for bad jokes coming through).

 

 

 

 

Integrate Campaigns with contributions, events and mailings

This initiative will integrate CiviCampaign with the rest of CiviCRM, and integrate CiviEngage features w/CiviCampaign. The features currently being considered as part of this project include:

  • 1. Add core properties to campaign (goals etc), and allow custom fields to extend campaign data.
  • 2. Add Campaigns as a property of contributions, events, activities, and mailings (click thru's). 3. Campaign filters on advanced search and component searches (i.e. Find Contributions). 4. Reporting: 1-2 new Campaign report(s), and printable "Record Survey Responses" pages with selectable display columns for walklists / canvassing / phone-banking.

 

 

 

 

Membership Management - changing membership type

We have seed sponsorship to facilitate the 'upselling of membership' at renewal time and the ability to allow people to change membership types without losing continuity of the membership record. But, we need a bit more to Make-it-Happen

 

 

 

 

CiviCRM Permissioning Integration with Joomla 1.6 ACL

Want to have hide your major donor information from your volunteers? Want to create a member directory for only you current paid members? Want to give edit access to only a certain set of contacts to a specific staff person? If you answered yes to any of the above questions or you have permissioning needs for your Joomla + CiviCRM install, then you need to help Make-it-Happen

 

 

 

 

Personal Campaign Pages - Credit offline contributions

Currently if you receive a contribution that should be credited to a constituent's Personal Campaign pages (PCP), there's no way to record that link. This initiative would add the ability to specify that a contribution received offline should be credited to a particular PCP - including adding the donor to that PCP's Honor Roll.

 

 

 

 

We also have a few initiatives quietly ticking along until we can make them happen.

Smart Groups on Contact Tabs

 

This initiative will result in the contact tab displaying the smart groups a contact belongs to as well as their 'hard' groups on their contact tab. Some optimisation of smart groups will be carried out in order to implement this.

 

 

 

Organization Address Inheritance Improvements

 

This will automatically link a contact's work address with their employer's address off the contact summary (and potentially extendable to the on-behalf-of form).

 

 

 

Organisation - on behalf of - use a profile

 

Allow the use of a profile to control what information is collected about an organisation on contribution and memberships signup forms. Currently this form is hard-coded and doesn't support custom fields.

 

 

 

So, we've saved the world one CiviCRM implementation at a time. Now, about climate change...

 

Successful Sponsored Projects

These projects have met their fund-raising goals and are being implemented for an upcoming release. Thanks!

 

 

Multisite CiviMail fixes

At the moment some improvements need to be made to the way in which Civimail handles multisites relating to sending to all recipients of child groups, respecting the source domain and respecting the senders permissions. We have an initiative to raise funds to fix these issues and also (hopefully) to make a start on setting up a multisite test suite.

 

 

 

 

De-duping -our ongoing effort to make it easier

This one I launched recently and the fact it wasn't greeted with a flood of tiny donations says to me the people who don't do de-duping aren't reading my blog! The navigation of the deduping process is hard work and I personally would love to see this one happen

 

 

 

 

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Comments

De-duping

Permalink Submitted by robscott (not verified) on December 21, 2010 - 17:41

Thanks Eileen -- I appreciate your efforts to push forward on de-duping improvements. Here is a suggestion on that front. A major hurdle for my organization is the number of different names that people use to identify themselves. People will insist on calling themselves Robert in one context and Bob in another, and expect us to figure it out. The different names result in duplicates that are difficult to find even with the current scoring system.
Now that search has been modified so that you can match either a first name or a nickname, can we extend that concept to deduping? That would mean that the merge screen would allow you to merge the first name field in one contact into the nickname field of the other, or vice versa. It could be handled like multiple phone numbers are handled now, with a select box for the destination of the merged name. Also in setting up the dedupe rules, we should be able to check a box that says, "Allow first name match to nickname" or something similar. Ideally we would be able to store several nicknames instead of just one, but even one would be a help.
Again, thank you.

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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
  • Find An Expert
PARTICIPATE
  • Join the CiviCRM Community
  • Read Our Blog
  • Community Forum
  • Attend a Training or Meetup
  • Make It Happen
  • Contribute
  • Become A CiviCRM Developer
  • Issue Tracker
  • Help with Documentation
  • Translate