11 August, 2018
Filed under Extensions

Do you need to collect a "real" signature from your contacts and store it on their contact record?

If you use Drupal Webform you can embed an electronic signature directly using the new webform_civicrm_esign module developed by MJW Consulting and Northbridge Digital.

The signature is saved to a "file" type custom field on a contact or case activity.  It uses the signature_pad library.  Setup instructions can be found in the README for the module on github.

09 August, 2018
Filed under Extensions

One of the most requested features in CiviCRM over the years has been to tweak the Contact Summary page. That's the main Contact view, the "heart" of CiviCRM. And now, thanks to 12 donors contributing a total of $12,860.00 in the past month, we've almost reached our goal. Extension development is underway and beta testers have been wowed with the power and ease of designing their own Contact Summary layout with only a few clicks. Some key features of the extension:

  • Drag-n-drop blocks around to configure your layout.
  • Set each block as collapible, collapsed by default, or always open.
  • Create new blocks from scratch with any combination of core and custom fields.
  • Create multiple layouts, and select the layout to be shown on a per-contact or per-user basis.

Can't wait to try it yourself?...

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08 August, 2018

In this blog post I want to show how you could use the new form processor extension to handle form submissions from an external website.

My (imaginary) organisation provides buddies for young people and the form on our website is submitted when somebody is interested in becoming a buddy for a teenager. We ask for the name, address, e-mail, telephone number, birth date and gender.

After the person has submitted the form one of our employees should make an intake phone call with the person and this should happen within a month.

When the form is submitted we want to have the following situation in CiviCRM:

  • A new individual with subtype Buddy is created
  • The new individual is added to the group 'Interested in becoming a buddy'
  • An activity of type 'Intake' is added and scheduled a month ahead

In this blog post I am going to show how you could create...

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01 August, 2018
Filed under Release
This latest CiviCRM 5.4 release is now ready to download. 

RELEASE NOTES:

Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version. 
The release notes for 5.4 can be accessed here.
 

SPECIAL THANKS:

Complete list of 5.4 contributors (it's a huge team!) can be found here. Thanks to everyone involved!
 
 
This version includes:
 
    ...
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31 July, 2018
Filed under Training

Join Cividesk on Tuesday, August 7th at 1 pm PT /2 pm MT/ 4 pm ET for this 2-hour online training session on the basics of CiviMember.  

Learn to set up membership types, record, search and report on member data, send membership renewal emails and much more!

Click here for more information and to register/pay for this informative training session. Questions? email Cividesk training manager, Susan Engeman at susan@cividesk.com.

25 July, 2018

The constituents of NGOs and nonprofits regularly leave the workplace to work with the local communities or vulnerable groups. As a result, members of organisations often lack an access to the CRM system and cannot find the necessary information on their cases during the fieldwork. Agiliway has developed a mobile application for CiviCRM - CiviMobile - that allows organisations’ members to reach their CiviCRM databases anywhere and anytime .

The first basic version of CiviMobile allows users to establish a secure connection to the CiviCRM databases and search for the necessary information. In particular, the current...

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24 July, 2018

If you're a small organization with minimal or straightforward income from CiviCRM, you probably are happy with using CiviCRM income reporting for the purpose it was originally designed, i.e. for helping you engage with your constituents.

But if you are larger, use a payment processor, and your reporting needs are more complex (e.g. a political party that needs to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and bank account. This is especially true if you are using a payment processor that deposits money into your bank account somewhat erratically in batches. In that case, matching up which of your contribution payments in CiviCRM are being deposited into your bank account, and when, becomes very laborious.

We've had a couple of organizations looking for help with this, so the latest iATS Payments Extension comes with a new report to partially help with...

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21 July, 2018
By tiotsop
Filed under GSoC

Few months back I joined the civiCRM developers community as a Google Summer of Code intern with the objective of improving in my coding skills by making a significant contribution to open source software. It's gone quite well so far. With the help of my mentor and other CiviCRM community members I have successfully completed phase 1 and 2 of the program.

This blog post is a summary of what I have been able to achieve from the time coding began till July 09, 2018.

Docker, like many other cloud / container architectures, expects applications to work in a certain way. The Twelve Factor App does a good job of outlining what these are. CiviCRM violates a few of these principles (a simple example is that we hardcode the full URL across the app) and although it doesn't prevent us from getting it up and running, it does mean that in certain places we are not being particularly docker like or cloud friendly, and are preventing ourselves from making the most of the platform...

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20 July, 2018
Filed under Extensions

Configurable contact summary layouts are coming soon. Help make it happen!

Have you ever wanted to rearrange the contact summary screen? Move the most important information to the top? Remove unnecessary stuff? Create a simplified layout for your volunteers and interns but a more robust layout for your fundraising team? The Contact Summary Layout Editor extension is coming soon, thanks to seed funding from the Wikimedia foundation. If you or your users could benefit from this great new feature, please contribute to the make-it-happen campaign today!

Here's a sneak peak of what the editor looks like:

Saving the above configuration will result in a...

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19 July, 2018
By Titania
Filed under CiviMail

So you’ve got that perfect donation page, you’ve grouped your nonprofit’s audience into three neat segments, and you’re announcing your latest fundraising campaign via your social media channels.

But do you have the perfect automated email marketing system to keep in touch with your new donors and reach out to prospective contributors? Here’s what you need to know about CiviCRM to help you ace the email marketing campaign you’re dreaming of.

CiviMail, a Robust Mass Email Platform

Versatility

CiviMail grants you a lot of versatility, because you can send an email to any individual or organization via their contact record, choose specific contacts from a report you’ve run, or send out mass mailings to your total contact base or select groups. And here’s where you start to feel the power, because se...

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