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 excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…

The CiviCRM Pivot Report extension intends to change all...

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29 January, 2018

We are thinking about creating a native CiviCRM extension Someone Else Pays.

In CiviCRM you could use the soft credits (with a new soft credit type) to register another contact pay for an event registration, a membership and in theory any contribution. Our customer Domus Medica is using that at the moment. We encounter some issues though. Some of the issues are possibly bugs but some are also because we think soft credits is originally not meant to cater for this. It was meant to cater for soft credits. So we prefer to create an extension rather than fix a few issues in a hackish way and then finding out we have some more.

At this point in time our thinking would be to:

  • generate a new table (sep_contribution_payer) where the contribution_id and the paying contact_id are stored if there is a different payer
  • add a new collapse window on the contribution forms (also membership and...
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05 October, 2017
By petednz

Have you ever wondered whether those Event or Membership Reminders actually get delivered?

And what about those automatic Receipts that go out? Ever wished you could see what the heck was actually being sent?

Well now you can thanks to Fuzion's new extension for transactional mail.

With the help of funding from Agileware (Canberra, Australia), several Fuzion clients, and Fuzion's own contribution, we have put a couple of our extensions in to a single bundle to bring these goodies to a wider audience.

By default CiviCRM only performs bounce handling when sending via CiviMail, but not when sending transactional emails such as scheduled reminders, event registrations, contribution receipts and the like. This extension addresses that limitation.

How is this happening?

This extension creates a pseudo-...

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01 August, 2017

I'm please to announce the release of a new Smart Debit extension for CiviCRM 4.7.

The new extension is based on the vedaconsulting (https://vedaconsulting.co.uk) extensions for previous releases of CiviCRM but is rewritten and includes a number of new features and enhancements.  Development and Testing has been funded by Circle Interactive (https://circle-interactive.co.uk) and implemented by MJW Consulting (https://www.mjwconsult.co.uk).

The new extension includes the following features and enhancements:

  • Integrated reconciliation functionality - useful when smart debit and civicrm are not in sync (for example, you've been using smart debit before you integrated it with CiviCRM).
  • Easy to use settings page with context help.
  • Automated daily synchronisation with smartdebit for all...
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15 March, 2017

Before I started working as a CiviCRM consultant, I was a CiviCRM user at a small nonprofit. We got a large chunk of our revenue through grassroots donations, but we never had an opportunity to see how we compared to other organizations like ours.

(TL;DR – you should install the Individual Donor Benchmark Survey extension, run the report, and submit your survey response.)

Nowadays, some proprietary donor databases collect users’ data and publish reports, but besides being creepy, they can’t get good data without involving organizations directly. They also only cover users of a single software system.

Besides, how do you know the data covers organizations like yours?

The Individual Donor Benchmark Survey was developed by Third Space Studio to address these...

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21 December, 2016
Filed under v4.7, v4.6, CiviContribute

It's a time of year when machines and people get stressed, particularly in countries where tax laws and custom favour end-of-year donations. And if you've ever managed a CiviCRM installation, the last thing you probably want is to interrupt your end-of-year festivities with an issue of someone being unable to make a donation.

But of course, it's inevitable - there are no fool-proof systems. There's always someone trying to make a last minute donation with an old Internet Explorer 6 for example. And chances are, you got a call with something like 'your website is down' - no name, no time, no url, etc.

If you're using iATS Payments for your CiviCRM payment processing, then there's a useful diagnostic tool that I'd like to share here.

In case you're not already convinced - diagnosing the real issue is the most important first step. If you're able to trace the interaction of the donor with the server via web logs, then that's often extremely useful (e.g. it'll...

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14 December, 2016

This little story about financial transactions has a couple of objectives:
1. share what we want to do for the benefit of each and everyone
2. find out if there are more organisations out there that would be interested
3. even better, organisations out there that want to co-fund and influence!

If you are interested and want to co-contribute, drop either Björn (endres@systopia.de) or me (erik.hommel@civicoop.org) a mail!

At the moment CiviCRM allows for the linking of a financial account to the financial type as a basis for data exporting to whatever software you are using for accounting. You can also attach an asset type financial account to a payment instrument. When creating, updating, cancelling or refunding a contribution the financial 'traffic' between the configured financial accounts is nicely recorded in the financial transactions table. We are not sure...

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08 November, 2016

Some contributions to your organization might be sensitive if widely known. For example, a planned bequest might need to be kept quite confidential since the donor wants to keep its existence private from other possible inheritors or to remain anonymous about their large donation. Or you might want to restrict viewing of membership contributions to the Membership staff, and events registration contributions to your Events organizer.

The fewer people who have access to confidential information the better. Staff turnover in memberships, event organizing, or even volunteer access to some contribution information to help with receipts or fulfillment might endanger the needed confidentiality for sensitive bequests.

A little known feature was added to CiviCRM back in April to support hiding some contributions from some staff.

If you are a permissioned administrator you can navigate to Administer > CiviContribute > CiviContribute Component Settings, and enable ...

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20 May, 2016
By EvanC

About a year ago, IMBA's membership team noticed many of our members were renewing after their expiry date, and often after the "Lapsed" or grace period of two months we have in place. To help accelerate these renewals, our membership team decided to offer a "members only special"—a t-shirt normally reserved for $100 and up memberships for a lower membership fee of $50—if the member renewed as an "Early Bird" i.e. before their expiry date. Since this functionality wasn't readily available in CiviCRM, we made it a "call-in" special only, so a renewing member would have to phone up our membership team to take advantage of the offer. We had a positive response to the special, but it wasn't sustainable from a human resources perspective.

We decided to go digital.

Working with a contractor, we laid out several scenarios we'd like to use the extension—early bird renewal offers, special premiums for members who were expired, the ability to offer different premiums to...

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07 April, 2016

This is the final week for the Individual Donor Benchmark Survey, a tool to help you see how your grassroots fundraising compares to other small nonprofits across the United States.  This is the second year that AGH Strategies has supported the survey by building a CiviCRM extension for easy data collection, so you can complete the survey this afternoon.

The report also compares performance between different CRMs and fundraising databases, so you can help share the story of your success with CiviCRM.

Crunch your data

  1. Go to your Manage Extensions page in CiviCRM.
  2. Click Refresh, and once the list refreshes, go to the Add New...
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