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GROWING AND SUSTAINING RELATIONSHIPS

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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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Andrew Hunt

Implementor, Developer

AGH Strategies

http://aghstrategies.com

CiviCRM allows our clients to have a robust tool for tracking and engaging their supporters that can grow with them. I began as an end user, and now I work with CiviCRM full-time.

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David Moreton

Consultant

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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Jake Martin White

Implementor, Developer

PeaceWorks Technology Solutions

http://www.peaceworks.ca

PeaceWorks provides technology solutions for not-for-profit organizations. CiviCRM fills an important niche among our clients who need a flexible, comprehensive, user-friendly, web-integrated CRM solution.

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David Greenberg

Core Team Member

CiviCRM

http://civicrm.org

I find the engagement with our community of users to be intellectually stimulating
and rewarding. Seeing folks with expertise in a particular area step up and contribute their time and ideas to help improve the product is quite exciting. Every time I hear about a new interesting organization starting to use CiviCRM, I get a renewed sense of excitement about our work. The range of civic sector organizations currently using the software is quite amazing to me - from large international advocacy organizations to local performing arts troupes. I also really enjoy interacting with our international community - building friendships and getting to share culture (food, music, humor ....) with colleagues on every continent.

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Adam Wight

Developer

Giant Rabbit

http://giantrabbit.com/

Saves us from writing monstrous, custom database apps.

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Jamie McClelland

DEVELOPER AND IMPLEMENTER

PROGRESSIVE TECHNOLOGY PROJECT

http://progressivetech.org
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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.

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Brylie Oxley

End-user and Developer

Woolman Sierra Friends Center

http://woolman.org

Working with CiviCRM enriches our commonwealth. Any investment in CiviCRM is
shared by the community as a whole. Community organizations naturally complement the spirit of Free/Libre Software.

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Merlise Clyde

End-user, administrator

International Society of Bayesian Analysis

http://bayesian.org

ISBA is an international non-profit society with members from all over the world. We have sections that represent different scientific areas and chapters that represent different regions of the world. Civi Member powers our membership system! We use CiviEvent for Conference and Workship registration, and utilize CiviPetition for creating new sections to our society through member petitions. We are epxloring how CiviGrants can be used to track our travel awards and look forward to features for integrating accounting and finance. As a growing non-profit CiviCRM plays a major role in managing our membership system!

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Michael Daryabeygi

Implementor

Ginkgo Street Labs

http://ginkgostreet.com

CiviCRM enables me to empower my clients with a database that suits their unique needs.

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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.

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Improve your workflow with ajax: one click activity status changing

Submitted by xavier on October 1, 2010 - 01:53

Hi all,

 

For the training in london, we wanted a simple example that illustrates how to customise and improve civicrm for specific usages using the ajax interface. I'm sharing the result with you, hoping you will find it useful.

One common workflow we have is to change the status of an activity from "scheduled" to "complete". The default way is to click on edit, go to the full form, change the status, save, and go back to the list of activities

We are going to improve it with a "one click click complete": on the list of activities, we transform the status column into an action (when "scheduled"), and when I click on it, it changes it to Completed, without changing screen. For that, we are using the ajax interface and the activity api. Copy the template templates/CRM/Activity/Selector/Activity.tpl into your override directory, and add a few lines of jQuery at the top:

{literal}
<script>
  jQuery(function ($){
    $("td.crm-activity-status_1")
    .attr("title","Change the status to completed")
    .css("cursor","pointer")
    .click (function () {
      aid=$(this).parent("tr").attr('id');
      var activity_id = aid.replace("crm-activity_", "");
      cj().crmAPI ('activity','update',{id:activity_id,status_id:2}, 
       {callBack: function(result,settings){
          if (result.is_error == 1) {
            $(settings.msgbox)
            .addClass('msgnok')
            .html(result.error_message);
            return false;
          } else {
            $('#crm-activity_'+activity_id)
            .removeClass('status-overdue')
            .find('td.crm-activity-status_1')
            .removeClass('crm-activity-status_1')
            .addClass('crm-activity-status_2')
            .html("Completed"); 
          }
        }
       });
    });
  });
</script>
{/literal}

Oh, it's magic! What does it do in detail ? Well, you should attend a developer training, you will discover it, and way more ;)

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Comments

Using this for Membership Status update

Permalink Submitted by petednz on October 1, 2010 - 10:45

Good work guys. So does this become an alternate approach to eg needing to change the Membership status on lots of records in a simpler manner - since Batch Update isn't an option yet?

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Using a similar solution for membership is an option

Permalink Submitted by xavier on October 1, 2010 - 23:43

You'll need to check if the api is there (pretty sure it is). As for the code adaptation, this is an exercise left to the reader ;)

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P.S. Unidentified members of the community do not want this to end up in the core for activities, you might be more sucessful for membership

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Does this work outside civi?

Permalink Submitted by colemanw on October 3, 2010 - 15:29

Can these callbacks be made from anywhere on your drupal site (i.e. in a view) or do you have to be on the mysite.org/civi path where cj = $ jquery is loaded?

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Nearly

Permalink Submitted by xavier on October 4, 2010 - 07:57

You might need to include rest.js, and use Jquery instead of cj, but should work from anywhere, as long as your user has the right permissions (access CiviCRM).

 

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Awesome

Permalink Submitted by colemanw on October 4, 2010 - 11:50

Awesome. I hope rest.js is compatible with Drupal's Jquery 1.6. I guess I'll find out...

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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