Keep up-to-date with blogs from the core team, working groups, developers, users and champions worldwide.

20 February, 2018
Filed under Community, Documentation

The Documentation Working Group is planning a remote sprint to improve content in the User Guide. Everyone is invited to participate! Experience editing our docs will be helpful but not required.

Sign up to join this sprint

Time frame

We've chosen one 72-hour block for the sprint as follows. Mark your calendars, and join us for however much time you like...

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19 February, 2018

 

This year we will have two CiviCamps in the UK to choose from!

  • May 15th in London

  • October 5th in Manchester

CiviCamps are one day events covering everything related to CiviCRM. They are a great opportunity to learn about CiviCRM and what it can do for your organization, meet other CiviCRM users, partners and Core Team members and gather their feedback, learn advanced strategies for managing your online database, ask any questions you might have, share tips and build connections! This is the opportunity to meet the...

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15 February, 2018
Filed under Training

Cividesk has created an on-line training session to guide you through the basics of creating custom fields and to show you how to use profiles to gather custom data from contacts through the creation of an on-line form. When you leave this class, you'll be able to customize CiviCRM to gather and store data that is unique to your organization, as well as better understand the various uses of profiles in CiviCRM.

Join us next Thursday, February 22nd from 12 to 2 pm (Mountain Time) for this on-line training session taught by Cividesk...

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15 February, 2018
Filed under Extensions, Make it happen

Last month I made a proposal for a client to integrate CiviCRM with Outlook 365. This proposal was rejected because the client did not go for an e-mail migration to Outlook 365. So the need for this plugin was gone.

The plan was that this integration would do the following:

  • all the contacts in CiviCRM exposed to the outlook address book
  • all the groups and the group membership exposed as groups in the outlook address book
  • above would be done with the restriction that you can only see the contacts and groups which you are...
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14 February, 2018
Filed under Meetups

After many many many months, we had another CiviNYC day last week at Columbia University, thanks to Bashar Makhay (@themak) of the Office of Government and Community Affairs.

We had a university experience, with our meetup taking place in the large classroom with stadium seating. A few who joined us were evaluating CiviCRM and wanted to see if it was what they were looking for and it had the flexibility needed. So I started by doing a basic overview of...

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12 February, 2018

Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.

Form Processor

I started the sprint to work on a new extension the form processor.  This idea came to my mind as I had a few clients at which I had to develop a custom api for data coming from their website (in those cases CiviCRM was separated from the website). And my idea was that I wanted to give system administrator and implementers a tool in which they could create those kind of API by themselves. So the form processor was born.

Below is a...

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09 February, 2018

Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.

However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the...

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08 February, 2018
By petednz
Filed under CiviCase

CiviCoop have produced a wonderful extension, Documenten, which provides some great new features for adding attachments to Case Activities and storing them in a user-friendly way (a Documents tab on the Contact record), as well as the ability to update files with newer versions of the file. Some of the extensions features were only functioning when Cases and Activities were being created through the Webform CiviCRM feature.

After trialling the extension we found that the client needed some enhancements...

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08 February, 2018
By petednz
Filed under CiviCase

MEAA are a union organisation in Australia with a very wide brief including both union activism and membership drives, as well as legal services to its members.

They use Cases extensively and we were keen to deliver some improvements to 'inbound email' so that they could include the case id in the subject, and have the email added to the relevant case.

The 4.7.30 release has seen our additions for using case id added to core. Prior to our patch it was only possible to add Inbound...

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08 February, 2018
By petednz
Filed under CiviCRM

We have recenting been working with MEAA to build new functionality in to their CiviCRM in order to build their capabilities.

One of the requirements that arose was to be able to set some Activity Types to send notifications to the Assignee without triggering them for all Activity Types.

This feature was accepted by core and is now available in 4.7.30 release.

Now when you visit Display Preferences at civicrm/admin/setting/preferences/display?reset=1 (red box) you will see a select option to specify any Activity Types (green box) that...

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