02 June, 2015

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

  • How to represent an administrative fee for refund? Who will pay this, buyer or seller?
  • How to link the refund with the original contribution?
  • Which method to use for processing refunds?  Check, payment processor or both.

Partial Payments:

Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users for...

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12 May, 2015

We received this message yesterday from our friend Steinar at MAF Norge:

Our pilots and logistical experts are co-ordinating flights to bring relief to hard-to-reach areas inaccessible by road. The helicopters are carrying medical personnel, relief workers and vital supplies to reach the most vulnerable communities. Women and children make up a large percentage of these villages. We are working in close partnership with more than 25 groups, including the UK's Department for International Development (DFID), Operation Mobilisation and the Nepali Government. The most critical need in Nepal is shelter from the monsoon rain, clean water and rice/food. But also Medical evacuation.

The SMS function in CiviCRM made it possible for us to make an appeal to our network of supporters as soon as we knew the need for MAFs support in Nepal. This made it possible for us to raise hundreds of thousands NOK even before we had sent out any mailings or had any adverts. The cost in...

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24 March, 2015
By Eileen
Filed under CiviContribute

We get a steady trickle of requests regarding changes to what receipts go out when someone signs up for a regular payment. We use an extension to help with this 'norecurreceipt'. The extension basically prevents the is_email_receipt from being set to ON on the civicrm_contribution_recur table - thus allowing the inital mail to go out but not the subsequent ones.

I discussed this some time ago with Dave & he suggested I post a blog to see where other people are at with recurring receipting.

What happens now?

The built in CiviCRM receipt workflow is that when someone signs up for a recurring contribution or membership they get

1) A notification that a recurring receipt has started
2) A notification that the an initial payment has been made
3) A notification of each payment that is made
4) A notification at the end of the timeframe.

You either get all or none.

What do people want?

We have different...

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15 March, 2015

Compare your fundraising success last year with other CiviCRM users and small- to medium-sized nonprofits.  Third Space Studios have been conducting the Individual Donor Benchmark Survey for three years, helping smaller nonprofits compare their aggregate fundraising information to get a fix on how successful they are raising money from individual donors.

In return, the survey helps small and medium non-profit organizations gain useful insight into their own data, and contrast that with similar size organizations, to enhance their fundraising strategies.

This year, we realized that much of the survey data is already available in CiviCRM in a standardized way, so AGH Strategies wrote a report extension to help CiviCRM users easily gather data for the survey.  The report gives you totals question-by-question to match the survey.

Want to get started? ...

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09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

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06 February, 2015

(My name, but blog is actually from MAF Norge's Steinar Sødal)

How to track what marketing effort is most efficient for recruiting donors or members?

All NGOs would dream, hope and maybe pray to expand their database of donors with new ones. Hopefully your NGO is doing more than just dreaming, but actually spending some money trying to recruit new donors or members.

If you are spending money trying to achieve this, you would probably be aware that this is expensive. Newspaper advertising, Facebook and Google ads, webpages, inserts, face-to-face on the street, events and so on. What effort gives you most donors, to the lowest price?

Any sales or marketing business will need a way to measure what marketing effort is most cost efficient. I sincerely think that NGOs should do the same, so that they could understand where their marketing strength and potential lies.

The main Key Performance Indicator (KPI) for donor recruitment should be ”...

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16 January, 2015

Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things?  If so, your input is needed on CiviAccounts.  (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)  

Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1    

(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)

Background:  One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...

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09 December, 2014
By Nileema

As mentioned by Tony in his blog, we have recently released “Simple Donate” extension that allows you to have a pretty and responsive donation pages. I want to take this opportunity to share some implementation details for this extension.

CiviCRM and API

We made a conscious effort not to add more configurations and decided to use existing contribution page settings. So the only thing that you need to do is link your existing contribution page with our extension.

AngularJS

CiviCRM already has support for angular extension. It was fairly easy to learn and develop front-end based on angular framework. It also helped in implementing client-side validations for most of the user related and payment related fields. Angular was...

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06 December, 2014

I recently had a requirement to allow for export of Accounting Batches to a format that AccountEdge can use. The good news was AccountEdge has many CSV import wizards for many different types of data. The bad news was the layout of the accounting batch export CSV file from CiviCRM did not match what AccountEdge expected.  So I set about creating a new export format for CiviCRM which is compatible with the "File ... Import Data ... General Journal Entries" wizard in AccountEdge.

What I had to do:

Step 1:  Update list of export options to include the new choice "CSV for AccountEdge"

1a) I edited the file: civicrm/CRM/Financial/Form/Export.php
 option choices need to be updated in 2 places: in "buildQuickForm" and "preprocess" functions
1b) I edited the file: civicrm/templates/CRM/Financial/Form/Search.tpl
  option choices need to be updated in function "editRecords"
 
 ...
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05 December, 2014

In 2014 MAF Norge funded CiviCooP developing the TriggerAction extension (https://github.com/CiviCooP/org.civicoop.triggers) to assist them with automated Donor Journeys in CiviCRM. Our team of Jaap & Erik from CiviCooP and Steinar & Helen from MAF Norge worked hard for a week and we came up with something that does work but is fairly complicated and decidedly unsexy. During the CiviCRM sprint in Edale Jaap & Erik from CiviCooP worked on a first analysis of CiviRules, a CiviCRM extension that is based on the Drupal Rules module. We described our thoughts (and some great contributions from community members) on a wiki page: http://wiki.civicrm.org/confluence/display/CRM/CiviRules+extension

In 2015 our aim is to actually develop and deliver the...

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