25 July, 2013

Well this is my first post on the CivCRM Blog and I am very honoured to have been given the privilege by David Greenberg. We are a CRM consulting company - meaning that we provide consulting and advice to companies who require a CRM system or who have a CRM system in place but want to know how to use it to its full capacity.

We received a grant from the Western Australian Department of Commerce to work in partnership with the Fremantle Chamber of Commerce.  The funding was to provide educational workshops to West Australian businesses about what CRM is and how it can benefit your business.  As part of the funding we were also to carry out two pilot CRM implementations.  One of which was to be for the Chamber to manage these workshops as well as their other events and memberships.

The Fremantle Chamber were actually the ones who suggested that CiviCRM would be a good fit for them as it was open source and seemed to meet their requirements.  After some research and...

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12 July, 2013

I have previously blogged (http://civicrm.org/blogs/sarahgladstone/fun-and-joy-authorizenet-code-attached) and chatted about (http://forum.civicrm.org/index.php/topic,29234.0.html)  about the fun and joy related to supporting automated recurring transactions in a production environment, and started the process of restructuring that portion of the code.   I have made much more progress and have been using the code attached on production for about 2 weeks now.   I think this approach (which I have implemented for Authorize.net) makes a good model for any payment processor that offers automated recurring contributions.  You can download the code (works with version 4.3.4) HERE

My primary goals were as follows:

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19 June, 2013
By aheath

Tonight found Giant Rabbit hosting the local CiviMeetup in Berkeley, CA, where we talked Drupal Webform Tips and Tricks (and if you want to support CiviCRM payment integration in Drupal webforms, you might consider giving a few dollars to our Make It Happen Campaign) and a few basic data how to's.

We had a good mix of WordPress, Joomla, and Drupal users, and Civi users old a new - and a good mix of cocktails to ease us out of the workday.

Oh, and then there was the CiviCRM Trailer. That happened.

02 May, 2013
By Parvez

With the introduction of CiviAccounts in CiviCRM 4.3 the ground work to allow CiviCRM to cater for Tax against contributions has been laid.

During the week-long sprint in northern California following CiviCon, we've been working through the design and amendments required to complete the implementation of Tax within CiviCRM.

The specification can be found on the wiki

In short we've tried to ensure basic but powerful tax rules are to be built into CiviCRM Core, with additional hooks for users who need to implment specific rules.

Core functionality will include

  • Different tax rules per financial type
  • Multiple Taxes being applied to a single transaction e.g. State Tax and City Tax
  • Ledger lines produced representing the break down in tax charged

So out of the box you'll be able to

  • Charge Tax(s) on...
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01 May, 2013
By xavier

SEPA stands for “Single Euro Payment Area”: Mix in a little bit of Standardisation, a pinch of Europe and a truck load of Bank processes; add a bit of XML, stir for decades and don't forget to pour in copious amounts of meetings full of white middle aged men all wearing grey suits. What you get is a scrumptious recipe guaranteed to insure that almost no one in the NGO community is going to be remotely involved or interested.

Until now that is. Because SEPA might be the solution you are looking for:

  • allows your members to automatically pay their fees on time

  • get more donors contributing small monthly amounts

  • makes it easy to let donors give an extra contribution when they like

  • makes it easier to raise money from supporters in other European countries (more than 30 countries use it)

All the while you are paying much lower fees to the credit card providers and spending less of your...

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12 April, 2013
By ptpmark
Filed under CiviContribute, CiviCRM

 

Progressive Technology Project (PTP) runs PowerBase, a fully hosted and supported version of CiviCRM for community organizing groups in the United States. PTP has been deeply involved in CiviCRM's expanding functionality through CiviEngage and CiviCampaign and now has commenced a project to improve CiviContribute to strengthen it for grassroots fundraising. While CiviContribute has the basic parts necessary for fundraising, it lacks some of the higher reporting pieces that dedicated fundraising applications have. 

Our team has been working with a grassroots fundraising expert and together we identified that the first step would be to provide more dashboard charts for CiviContribute that will allow new users to leverage reporting intelligence with minimal training. 

There are several new reports designed to identify the renewal rate of donors or members over time; the lapsed and recovered...

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06 December, 2012
By bgm
Filed under CiviContribute, Extensions

An organisation I work with wishes to extend the Personal Campaign Page (PCP) to allow teams to raise money either using their group PCP page, or individual PCP pages of each team member. In other words, the team organiser creates a PCP page and sets a team objective. The organiser then invites members to join its group. By doing so, the team member creates its own PCP page with a personnal objective.

In terms of functionality:

  • Donors can donate either to the team member's page, to the team page, or to the general contribution page.
  • The team PCP page should list the members of the team, and how much money they have raised.
  • The team PCP page objective should also include the total amount raised by the team (e.g. donations to the group + to team member pages)

This is similar in many ways to the FPWR Fundraising Platform (...

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26 September, 2012
By micah
Filed under CiviContribute, Sprints

Greetings from Apeldoorn at the Netherlands CiviCRM Code Sprint. I've spent the last several months meticulously working with the fundraising team at the Electronic Frontier Foundation (EFF) to build donate pages that look and act beautifully, remove friction from the donation process, and leverage premiums to get bigger donations.

At the England and Netherlands code sprints after CiviCon London I spent most of my time building a lot of the functionality that I've made for EFF into CiviCRM Core and updating the default contribution page templates. These new contribution pages will be part of the 4.3 release.

Before

I'll start with screenshots from a contribution page in 4.2. Here is the header and some price sets, where you get to choose your amount, choose if you want to make a one-time contribution or a recurring one, and enter your email address:

...

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14 September, 2012

If you are using Authorize.net as your payment processor (or your clients are) for either one-time payments or automated recurring payments, then my guess is that like me you probably dread the phone call from a bookkeeper such as

 

"I found some Authorize.net transactions that went through and the money is in the bank, BUT there is no record of the contribution in CiviCRM.  What happened?"

 

Researching these types of issues is very challenging because Authorize.net will never resend a Silent Post URL message, and the logging in CiviCRM about each message ( processed normally, or in error) is rather thin.     As a tool to help research these issues, Pogstone Inc. created an enhanced logging feature where every silent post URL message is immediatly logged to a database table and a text file, before the message is processed.    We also created a new custom search to query the new table.  You can download the files needed...

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12 September, 2012
By pkeogan

Vanco Payment processor

 

BackOffice Thinking is pleased to release the Vanco payment processor to the CiviCRM community.  Today we are releasing versions for 3.4x and 4.1x and hope to have a 4.2x version shortly.

 

This processor allows single payment and recurring for credit cards and ACH (electronic check)

 

The Vanco payment processor is quite popular among religious organizations and we have been utilizing this processor for past 2 years with many of our clients.  Thanks for all the support from the Vanco team along way.

 

The files, including detailed instructions, can be downloaded here.

Vanco 3.3 and 3.4

Vanco 4.1

 

The installation is more involved than other...

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