CiviCRM role-based security solution gets a fundamental boost as Agiliway releases an extension to streamline permission management within multi-unit hierarchically structured nonprofit organizations.
Who will benefit?
Suppose your organization is multidivisional with the structure that is defined by its head and subordinate entities; divisions that are spread across a country, and management tiers that are multilayered with only few overlapping responsibilities. The picture presents a sample of such organization. In this case the core CiviCRM access control functionality may not be your best fit.
By default, permissions in CiviCRM can be configured to assign the roles, set access rights to certain areas of CiviCRM and restrict or grant access to such operations as view, edit,...Read more
Right on cue CiviMobile app scales up to offer nonprofit organization’s constituents the best experience of CiviCRM functionality on their smartphones. From the outset CiviMobile offered its users fast and responsive performance of a native mobile app. Following few releases, it has accumulated wide user capabilities for CRM data management, which continue to expand.
What Is New
For nonprofits achieving social impact means raising support which usually includes growing a network of contacts, preparing presentations, organizing fundraising events, sending a significant number of emails and making numerous calls. CiviMobile has long as opened the possibility for organizations to create profiles, edit contact details, check the contact’s calendar, etc. in an instant from any place outside the office. But for all that, as the organization...Read more
In 1992, there was a little known new thing called the world wide web. By 1995, it was a "thing". Now, what exactly do those quotes do to the word "thing"? And what does this have to do with "entities"? Cue my favorite programming joke.
Q: What are the two hardest problems in computer programming?
A: Naming things, garbage collection, and off-by-one calculations.
All of that joke is true, but it's the first problem that is the point of this blog post. Because "entity" is just a fancy word for "thing", i.e. coders have the same problem naming some "things" as everyone else does.
What is an Entity?
Just as in our vernacular usage, an "entity" is a "thing with something extra", and it's the "extra" that makes it an entity. To make it more concrete: lots of things can be entities, and in CiviCRM, all contacts, contributions, and events are entities. It's not to hard to think of a contact as a "thing", but in fact, a lot more things in CiviCRM are...Read more
As the CiviMobile version numbers continue to increment, the user experience of the mobile application improves with exponential growth. Members of NGOs and nonprofits are no longer office bound by a desktop CiviCRM application. What they have instead is a core CiviCRM functionality at their fingertips every time and everywhere. Our new release of CiviMobile 4.1 further refines the app introducing custom field functionality, among other updates.
What Is New
Developed with focus on varying user needs, CiviMobile will now grant organizations a unique possibility to track relevant information about their constituents beyond standard fields CiviCRM enables by default. Now that CiviMobile supports custom fields, users will view relevant data which are related to the organization’s specific area of interest. Be it someone's language level, awards or high school graduation date,...Read more
This blog post explains how you could insert data from a CSV file into CiviCRM. We use Pentaho Data Integration to read the CSV file and to call a Form Processor in CiviCRM.
This blog post is an example and when you follow the steps described in this post you can run the same import as me.
Pentaho is a tool to extract and transform data.
The form processor is an extension to create end points for forms in CiviCRM. Those end points can then be called through the api.
- Pentaho Data Integration installed on your computer (https://sourceforge.net/projects/pentaho/)
- Form processor extension installed in CiviCRM (https://lab.civicrm.org/extensions/form-processor/)
- Know your Site Key and API key (the api key is attached to a civicrm user). See...
What’s the Purpose?
CiviCRM has been used within NGO’s and non-profits for organizing its internal processes and policies. Sometimes it might be difficult to access CiviCRM and use all its benefits. Thus, Agiliway has released the native mobile application known as CiviMobile for more convenient use. It integrates the databases within CiviCRM giving opportunity to organize a working day on the go. In this way, when an employee is using the transport, having a lunch break, or waiting in the line, one can quickly handle all tasks and subtasks by means of the graphical calendar. Using CiviMobile on hand boosts productivity and saves a significant amount of time.
How to Use?
The graphical calendar is one of the most useful features in the app used for planning activities and cases. This means that employees can better plan their short-term and long-term activities with the opportunity to filter the data...Read more
Hosting events is a complex process, which requires a structured approach to sticking to the schedule and managing participants. Now it is getting easier to organize the entire workflow from registration to check-in with the new version of CiviMobile app. Whether it is the indoor or outdoor event, the mobile app will help you perform better and optimize working processes including participants registration and management, ticketing, and participants check-in at the event venue. With a new release of CiviMobile, you are able to control all the event details on your mobile device anywhere and anytime, which contributes to the consistent event planning and hosting.
What Is New
In the new...Read more
Agiliway continues actively working on CiviMobile - a mobile app that allows leveraging all the benefits of CiviCRM anywhere and anytime. The major change introduced in the second release was the ability to update CiviCRM data via mobile app. Current third release of CiviMobile has a set of new important changes complementing the mobile application with additional value.
What Is New
The new features that users are about to discover in the latest version of CiviMobile are:
We are glad to announce that CiviMobile – a mobile app for CiviCRM – is available for one more language, Italian. The new localization has been completed on demand of CiviMobile users from Italy who were actively reaching out asking for such an update. Now, users from Italy can both read the description of the application on AppStore and Google Play Market and use the application in...Read more
I have just published the CiviCRM native extension Contact Specific API Defaults which allows you to specify specific defaults for API fields for a contact.
- Mediwe has lots of customers sending them data with the API. This data eventually results in cases and activities being created with lots of custom data. For some customers these custom fields need specific defaults, no matter what the API data is! So even if the API sends CiviCRM the value goat the actual custom field should always have the value donkey and the goat should simply be overwritten. But only for specific customers! The reason they do this is that sometimes the staff entering data at the customer do unexpected stuff and make mistakes. They want to make sure these mistakes do not hinder the...