We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions.
For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package.
Currently we have clients who are willing to rely on CiviCRM as being the central repository for the detail of all contributions, with a lump sum figure hitting their GL at the end of each month which can be reconciled against CiviCRM's records. This is largely reliant on the organisation having very good procedures in place to attend to banking on the same day as transactions are entered into CiviCRM, to make it easier for payments to be reconciled. It...Read more
- Decide what basic information you want to collect from your fundraisers - a "Supporter Profile". We recommend collecting first and last name and email address.
- CiviCase - case management component with configurable workflows (learn more...).
- Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
- Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
It's that time of year again!
No, not what you think. :-) It's the time of year when new a CiviCRM version is behind the door, and it has cool new features. Code freeze is going to be introduced any day now - and we'll move on to quality assurance, alphas, betas and other equally exciting stuff.
Let me briefly introduce you to two new 2.2 features: one of them already mentioned here and there - Personal Contribution Pages (PCP), and a "last minute" addition - Soft Credits.
To present one of the aspects of usefulness of PCP, let me tell you about my approach to personal involvement with social campaigns... There are some that I personally would like to get involved with a bit more than just donating money. I would like these campaigns to grow, get the largest outreach possible and I'm even willing to put some personal time into it. However, I usually do not have enough of it to volunteer. CiviCRM's new Personal Contribution Pages (PCP) feature can be helpful in...Read more
- 97.4% Would...