12 May, 2012

I am starting a project that will allow CiviCRM to support the needs of an Australian non-profit. This non-profit is subject to the Australian Goods & Services Tax rules (GST) for some but not all transactions.

The GST requirements apply whenever the non-profit provides a tangible good or service in exchange for a payment. This is most common with their dinners, selling DVDs, and items from their gift shop. 

 I have written up the requirements and possible approaches on the CiviCRM wiki at:

http://wiki.civicrm.org/confluence/display/CRMDOC41/Taxes+and+Fees+for+CiviCRM

 

I would love to get feedback from anyone who would like to participate or later use the new module. 

 

- Sarah

11 May, 2012

At the April sprint, several of us discussed improvements to CiviCRM’s soft credit functionality. For those of us who use CiviCRM for fundraising, soft credits are vital component of managing donor relationships, and there are several ways CiviCRM could be improved to make soft credits more robust and easier to use.

Thanks to Kellie Brownell and Jane Hanley for their contributions to this blog post.

Some background:

What’s a soft credit? Soft credits allow you to indicate that a second contact has a relationship to another contact’s contribution. Soft credits show up on the soft-credited donor’s Contribution tab in a table below the “hard credit” contributions.

When are soft credits used? We came up with a number of different use cases for soft credits (and there are probably others):

Facilitator credits. When someone helps facilitate a contribution, they get soft credited....

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22 February, 2012

Batch entry of gifts (checks, cash, etc.) is a much requested "missing feature" in CiviCRM. Thanks to a generous sponsorship commitment from the Electronic Frontier Foundation, we are about to launch a Make-it-Happen campaign to implement this feature for the next release (4.2). We've spent some time discussing requirements with folks at EFF and several other organizations, and we've reviewed analogous functionality offered by several of the proprietary donor management products. The purpose of this post is to share the draft specifications for the feature and solicit feedback from others in the community.

Overview

The goal is to provide a streamlined interface for data entry of batches of contributions and membership payments. A simple batching concept will be introduced to provide verification of count and totals. The feature will use a grid-style input form with the columns controlled by a selected profile. This...

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13 February, 2012
By Stoob

There have been several hook() or Drupal module based solutions for "members only" pricing for events or for other 'discounts' related to memberships.

 

I take a different approach by using only jQuery and blocks in Drupal 6.  For those who use Drupal 7 you can adapt this code with Drupal 7's new javascript namespace and Joomla folks could even make use of this in custom TPL files.

 

The whole concept of this code is that any 'member only' fee label must contain a specific word or phrase, in my example this word is "Member".  Staff must be trained to do this - it is relatively simple to do so.

 

How it works:

1. Place this code in a block, selecting "full HTML" or "unfiltered" input type, and assign the block to an inconspicuous region in...

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18 January, 2012

Notice to non-developers: This post is about how some functionality in 4.2 will be implemented in code and in the database, with very minor changes to anything visible through a browser. If you're not a developer, it probably won't interest you.

Simplifying the Codebase

As part of the CiviAccounts project we are looking to redo some of the implementation of the configuration and processing of payments for contributions, memberships, and events. Currently the processing for each of these three types of objects has two paths: one for a simple configuration of the objects, and one using price sets. This means there is more code, more complexity, more possibility of errors, more work when making changes, and more need for testing.

As we refactor the existing code we're looking at keeping the simplified UI for configuration and administration, but implementing everything under the hood using price sets. Before going ahead with that, we wanted some...

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28 October, 2011

Background
Pogstone's client had already been using a web-based membership database, however that system did not have any features related to households and other features needed when interacting with families and children. They also needed many features related to needs of a typical synagogue that were missing from the previous system.

Roll-out process
First Pogstone helped them identify and prepare which records from the previous system they wanted to bring into CiviCRM. That was loaded into CSV files, then Pogstone loaded that data into the new CiviCRM database. We did staff training just before as well as just after the data import so the staff of the organization would understand how their data would appear in CiviCRM, and also be able to review the results and work on deduping after the import was complete.

Pogstone set up the deduping rules based on many discussions with the client, however the final decision...

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15 October, 2011

As most non-profits know, driving revenue exclusively off of events can be a hit or miss adventure.  Revenues YOY are not consistent, and its difficult to find those supporters who will organize and host fundraising events to support your cause.  Many are intimidated by hosting large fundraisers or simply don't have the time or resources to pull it off.  So to sum up our problem: we needed a broader more consistent source of revenue to fund our programs.     To expand our source of revenue, we looked to our community of donors, families, and fundraisers to raise money on our behalf through their own social networks.  The average user on facebook has 30 friends [http://www.facebook.com/press/info.php?statistics] which means that we could exponentially increase our reach through online social networking...

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11 October, 2011
Filed under CiviContribute, CiviCRM

Our idea is that a Room Booking Module would be a fantastic addition to CiviCRM.

The Room Booking Module would give the ability to manage the availability of multiple rooms (i.e. meetings rooms / conference facilities) and assign the bookings to CiviCRM Contacts. Each booking would appear on a contacts new ‘Room Booking’ Tab and an activity ‘Room Booked’ would also be generated. This is the same methodology used for CiviEvents. A calendar view would allow you to search current bookings and add new ones in available time slots. In addition a room could not be booked if that time slot had already been taken unless a booking had been cancelled.

When making a booking you would be able to assign resources to the room. This could be limited number items, such as Projectors, or unlimited items such as Cups of Coffee. Each resource would have a unit cost which would be automatically added to the Booking charge.

If applicable each room would have a fixed cost per time...

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09 September, 2011
By petednz

A couple of issues have begun to sting us repeatedly and I see others raising same issue.

 

#1

Getting a Default Header/Footer used in the SysTplMsgs

 

SysTplMsgs (System Template Messages) are found here /civicrm/admin/messageTemplates?reset=1)

 

To avoid repeated copying of the desired header/footer in to the upto 22 SysTplMsg, one option would be to add a checkbox to the CiviMail Footer/Headers (/civicrm/admin/component?reset=1)

 

So the current Default in CiviMail Header/Footers would become Default CiviMail, and a new option/column would show for Default SysTplMsg.

 

This would then cause the requisite code to be included here in the SysTplMsgs

 

 

 <!-- BEGIN HEADER -->
  <!-- You can add table row(s) here with logo or other header elements -->
 
Clearly would have to avoid any...
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31 July, 2011
By xavier

Hi,

We conducted a research to see how often someone tweeted about a page powered by CiviCRM in the past month and a half. We analysed 858 tweets by 612 users about 163 sites, some big names like oxfam or the red cross, some for tiny organisations.

These sites cover an amazingly wide range of topics: homeless, food, transgender, environment, sport, political parties, pets, public health NGOs, independant movies, gender equality, education, cancer, anti weed prohibition...

 

For this research, TTTP developped a robot that automatically searches for tweets containing a link that is like:

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