Case studies and user stories

CiviCRM for Performing Arts Organizations

Published
2012-03-13 16:09
Written by

A wide variety of organizations make use of CiviCRM, especially in the areas managing contact/donor data, contact communication and receiving online donations. Performing arts organizations also have those needs, as well as some unique requirements around events (performances) and tickets. Over a series of upcoming blog posts, I hope to outline how our organization has used and adapted CiviCRM to meet our needs for those use cases.

 

About Our Organization

 

Removing fields from CiviCRM

Published
2012-03-06 06:11
Written by

<Cross posted from Advomatic.com The code blocks will be easier to read there.>

Sometimes after launching a new site our clients find that there are fields and features in CiviCRM that they don't use.  We are working with a client that wants to remove all fields and features that aren't useful in order to simplify their user interface and make it easier to use.  This includes things like SMS features, email signatures, and demographics.  There are also several fields that they wanted renamed to be more consistent with the legacy system that they migrated from.  To fulfill this requirement I used a combination of template overrides, and CiviCRM's translation system.  

First up I should point out that if you do want to go down this path you need to make clear to the client that this will take a fair amount of effort up front (hopefully less for you now that you are reading this recipe).  Additionally, if/when you upgrade CiviCRM these customizations will need to be reviewed at the very least, and possibly even re-done to some extent.  So while this customization will make things more usable for CiviCRM administrators, it will add cost to both the initial site build, and to ongoing maintenance.  

Tales from a Blackbaud Kintera Conversion to a Drupal CiviCRM Solution - Part 2 - Converting Transactions

Published
2012-02-09 13:15
Written by

Hey gang sorry it's taken me so long to get back to you but we've been busy slogging through a few outstanding issues.  For those of you who are currently in the throes of your data conversion here are a few quick words of advice.

1. Set up a local site for your data conversion so you don't run into any restrictions on how many records you can import at one time on your server, otherwise, you will spend a lot of time creating many, many small text files.

A Proto-CiviSMS

Published
2011-12-29 19:18
Written by

Recently we noticed the Make-It-Happen on CiviCRM.org which proposed to integrate CiviCRM with Clickatell and other SMS gateways. I approached dlobo on IRC and asked if he would be interested in seeing the code we had developed that would do some of what the MIH proposed. He asked why we hadn't mentioned it before and my sheepish response was that, even though it worked, it felt like it was a duct tape solution not ready for public consumption. However, at his request, I offer it up for your collective use.

Migrating a Legacy Kintera Database to CiviCRM

Published
2011-12-25 20:34
Written by

Similar to @annaleevk's story (Tales from a Blackbaud Kintera Conversion) earlier this year I was tasked with migrating a 60K contact Kintera database to CiviCRM.  To make matters more "interesting", the client had a home-grown database with mixed information, some defining new contacts and some adding information to the Kintera contacts.  I will not talk about this second database merge issue any further (perhaps I just want to put it all behind me).

A great phone campaign thanks to CiviCRM and Webforms

Published
2011-12-23 20:08
Written by

This time of year I would normally be entring data from hundreds of sheets of paper, struggling to read people's sloppy handwriting and feeling like I was a slave to our database. But instead, I'm viewing reports on phone calls, pledges and donations, generating reminders and thank-yous -- with no data entry required!

Case Study: CiviCRM at Kehilat Hadar

Published
2011-12-16 13:31
Written by

This case study was originally posted on  the CiviCRM Forums.

 

Kehilat Hadar is an independent prayer community on Manhattan's Upper West Side in New York City.  The organization has an annual budget of over $170,000, an email list subscription of over 3,000 and is almost entirely volunteer run.

CiviCRM has played a key role in enabling the transformation of operations at Kehilat Hadar over the past few years.