11 May, 2011

CiviCRM is a really nice product for the developer in me because it allows you to create the exact solution as requested by a customer. I have been learning the ins and outs of the system the best I can over the past three weeks so when my customer requested the ability to click a button on the main navigation to see pending and active cases I figured it would be easy.


My plan was to simply create a search, using the Find Cases search that had active users selected and then copy and past the URL, using that for the new navigation link. This is an example of such a link. http://example.com/civicrm/case/search?_qf_Search_display=true&qfKey=df0...
I was thwarted by the session key which makes the link unusable for somebody else. Obviously, this was not the best solution. After messing around with a few ideas for a while I figured...

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25 April, 2011

Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.

Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.

Here's some background on Using CiviCRM from Packt's site:

What you will learn from this book:

  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get...
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19 April, 2011

Sheila Burkett is the first winner of a copy of Using CiviCRM from Packt Publishing. Packt is running a promotional contest where you just have to post into the forum or email them to qualify to win a copy of the book.

Here's some more information about the book from the Press Release:

Using CiviCRM is the first commercially published book on CiviCRM, and came out in February 2011. It will teach readers to build a CRM that conforms to their needs and to integrate it with Drupal or Joomla!. Written by...

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21 February, 2011
Filed under CiviCase, CiviCRM, Extensions

Many non-profits live and die by the grant money that they are able to bring in. CiviCRM can currently track incoming grant applications through CiviGrant, but there is no way to track outgoing grants applications.

This functionality has been requested by users of CiviGrant in the past, but the project never moved forward. The organization that I work with is very interested in tracking our grant application workflow, which in turn makes me very interested in implementing this functionality.

After some discussion in the forums, it was suggested that I write up a blog post with a few ideas on how to go ahead with the project. Essentially, I see three options:

  1. Extend CiviGrant by adding DB fields.
  2. Extend CiviGrant by leveraging activities.
  3. Replace CiviGrant with a CiviCase workflow.

Before moving ahead, I would like to...

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09 December, 2010

De Goede Woning is the first Dutch housing corporation to start using CiviCRM, and they are in the middle of their implementation process, expecting to go live in March 2011. One of their main loves in CiviCRM is the functionality of CiviCase, which they will use quite extensively for the following processes:

 

  • manage the process of selling a house, including steps like talking to the bank, valuation of the house, technical survey etc.
  • manage situations where customers are late paying rent and will be followed during a pay back agreement or in the worst cases, legal proceedings
  • manage social contacts for all kinds of problems with customers in their environment (alcohol, abuse, noise, committed client that support neighborhood project etc)
  • manage the process of renting out commercial property

 

Let me work out one example in a little more detail: some customers have a record of problematic...

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06 December, 2010
By michal

We've been recently working on CiviCRM upgrade for a Front Line - an organisation, which have been using CiviCRM for quite a few years now. Through their sponsorship, we put first version of case management into CiviCRM, which - with time and support from other organisations - led to developing CiviCase component. They also inspired creation of CiviGrant. You can say it's an Open Source success story - they invested some resources into bringing the subject (case work) to CiviCRM, the idea caught up and now they are migrating to much more advanced and flexible solution, which was created within the open source product framework. This blog post is not about calculating ROI, so I'll skip going further into this, but I bet it would be an interesting thing to dig a but further on. This blog post is about using CiviCRM in human rights organisation.

To give you an idea...

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24 October, 2010
A few months ago as our organization was just starting to use CiviCRM, Dave Greenberg recommended that we look at CiviCase as a solution for our admissions team to keep track of prospective students. As a collection of activities associated with a client, CiviCase looked like a great way to record our interactions with potential students as we made initial contact, followed up, received communication from them, sent more info, and then accepted their applications. From a DB point of view, yes, it is a nearly perfect way to store that information. But from a UI point of view, we had a long way to go before our admissions team would be able to painlessly get the data in, work with and update it once it was there, and then be able to get it back out in the form of reports. Here's what we did to make that happen (and more!):

Getting the Data In

Creating a case for a new prospective student is simple: just log in to... Read more
29 July, 2010
By lcdweb
Filed under CiviCase

I've been working through case configuration with a few clients over the last several months and have run into a few areas where I think the functionality could be improved. The core team asked that I outline it for the community to see if other groups experience similar workflows and would benefit from these changes.

The issue mostly revolves around case roles and case resources. Following the conventions outlined in the online documentation, I generally present case roles as individuals *directly* involved in case resolution. Most of the time this will be staff who have access to CiviCRM and will be actively tracking and adding information to the case record. In contrast, case resources are people (or perhaps organizations) that are *indirectly* involved in case resolution. For example, they may be outside agencies, local government, or other organizations who are contacted and brought into the circle to assist with the issues. They do not have access to CiviCRM, so the...

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26 April, 2010
By mbriney

The following notes were gathered from the CiviCon session on what the community would like to see in CiviCRM 4.0:

* Goals
* No new features
* Framework switch
* Not as major a rewrite as it looks
* Don't want to change many of the private APIs
* Want to switch away from pear
* Test unit coverage
* Better API hooks
* What users would like to see
* Continuous Integration
* Hudson - as you submit code runs through suite of unit tests to see what's broken
* Better decoupling
* Drupal Forms API
* * Better integration with Drupal DB layer
* Scale better
* Drush installation of managed hosting CRM
* Support Aegir usage
* * Better plugin architecture
* Payment processors
* Custom searches
* Custom reports...

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17 April, 2009
Filed under CiviCase, v2.3, v2.2, CiviCRM
Several members of our core team just got back from a 3 day CiviCase meetup in beautiful Vancouver, Canada - hosted by Physician Health Program - BC (PHP-BC). Our main goals were:
  • Get face-to-face feedback from PHP staff who are using CiviCase about what's working and what needs improvement in the existing implementation.
  • Do some code sprints to get some quick wins for implementation within the current release cycle (2.2.3)
  • Review the list of candidate features for Phase 2 in order to get a better understanding of the requirements, and discuss a range of implementation "solutions".
  • Prioritize the Phase 2 list and come up with a scope of work and specifications for the 2.3 release.
The PHP-BC staff did a fantastic job of welcoming us, arranging logistics for housing and meeting space, and keeping us well fed (they hosted several incredible lunches and dinners)! We built an agenda that allowed... Read more