07 May, 2019
If your organisation uses CiviCRM with Drupal, and would like to do in the future, we need your help!
 
Over the past few years lots of amazing work has been done on the unofficial Drupal 8 CiviCRM release.
The CiviCRM core team have looked at this and are now in a position to complete the work to make this an official CiviCRM release. This means they will make changes so
  • CiviCRM can easily be installed with Drupal 8
  • They will ensure CiviCRM works with Views in Drupal 8
  • Going forward future CiviCRM releases will be tested with Drupal 8
This Make It Happen is raising $25,000 which will be used to complete this work.
Any money raised by the Make It Happen which is not spent on the initial work will be used to support future work on the CiviCRM Drupal 8 integration as needed. 
 ...
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21 March, 2019
Filed under CiviCRM, Tips

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Option 1: Add Them to Your Search Results

By default, CiviCRM is set to search only primary information.  However, this is a very easy thing to change.  Go to Administer > Customize Data and Screens > Search Preferences, and find the option labeled “Search Primary Details Only.”  (See here if you’d like a visual.)  Set that to no, and...

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05 March, 2019
Filed under CiviCRM

Nearly every client with whom we’ve worked over the years has wrestled with how to manage duplicate contacts in their Civi.  Although it’s impossible to eliminate duplicates completely, we do have some tried-and-true suggestions for minimizing them with as little risk as possible.

Creating effective duplicate rules is often more art than science.  You want to hit the sweet spot between removing the possibility that contacts are overwritten incorrectly, and setting the rule so restrictively that contacts are more frequently duplicated than not.

Civi installs with a default rule (for individuals) of email only.  We’ve found that to be largely insufficient and even risky, especially for organizations where a significant percentage of contacts share email addresses.  For that reason, we usually suggest a starting point of first name, last name, and email for the default unsupervised rule (the rule used for front-end forms).  In this day and...

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04 March, 2019
By noah

It's time to take your CiviCRM skills to the next level! Join us for two days of intensive hands-on learning, individual attention from CiviCRM experts and networking with nonprofit peers.

  • Dig into the most popular components of CiviCRM with the guidance of experienced trainers.

  • Learn and practice on an actual database: we give each trainee their own CiviCRM site to work on.

  • Ask questions: you'll have plenty of opportunities.

Get an early-bird discount if you register by March 12.

We will cover all the most commonly-used core components of CiviCRM. This is your chance to become familiar with parts of Civi that you were curious about but haven't ventured into. You may also pick up better ways to accomplish the tasks you already do in Civi!

The training takes place side-by-side with ...
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13 December, 2018
Filed under CiviCRM, Extensions

CiviCalendar Dashlet

CiviCalendar is one of the first extensions Agiliway has developed for CiviCRM. The last version of the CiviCalendar extension has already had a lot of beneficial features facilitating work in the system. In particular,

  • CiviCalendar dashlet could be installed on the Home dashboard so that users could have immediate access to their planned events, cases and activities;
  • Users could choose to view all the plans for a day, a week, or a month. In addition, they could choose between viewing them on a calendar chart or in a list;
  • The option of hiding past...
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09 November, 2018

Te invitamos a nuestro próximo webinar el día 13 de noviembre a las 11h

¿Has lanzado tu campaña de #GivingTuesday? ¿Has definido tu estrategia de comunicación? Si aún no lo has hecho o si lo has hecho, pero tienes dudas o quieres hacer tu campaña más atractiva, regístrate a nuestro webinar gratuito en el que trataremos los siguientes puntos:

  • Qué es #GivingTuesday
  • Cómo Crear una campaña desde CiviCRM
  • Cómo realizar la difusión de la campaña
  • Cómo involucrar a donantes y comunidad.
  • La importancia de analizar los resultados y compartir el impacto
  • ¿Qué viene después?: campaña de fidelización
  • Preguntas relacionadas

Regístrate aquí.

Participar en #GivingTuesday es una gran oportunidad para dar a conocer tu organización y sus proyectos y sobre...

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02 October, 2018
By ramesh
Filed under API, CiviCRM

 

 Now Smartcivi Mobile Application is available in IOS and Android users

This Blog is an update to the previous blog created on 16 Sep 2018 (https://civicrm.org/blog/ramesh/civicrm-android-mobile-app-smartcivi)

Additional Feature in this Release 

Event list added to the Application which will display the Registered Event along with a map option to which opens event location in google map.

General testing: 

you can use "Guest Sign on" to test the application 

Testing against your organisation civicrm website:

In order to test the application against your civicrm website you need to install smartcivi extension which you can find in the below link 

Extension name:  ...

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16 September, 2018
By ramesh

 

I had always been thinking of developing a mobile app for CiviCRM and in the process of achieving the same, I have released an initial version of my mobile app just for Android named as SMARTCIVI.

What is Smartcivi?

Smartcivi is an Android mobile application for CiviCRM which is used for displaying CiviCRM content in Mobile Application – For now smartcivi is just a read only application.

In this version of SmartCivi you will have the following option listing a basic information of CiviCRM Data in the following.

  1. Login Page
  2. Dashboard
  3. Profile
  4. Contribution
  5. Membership

             

Login Page: Allows you to get connected with your CiviCRM website using the below details

  • Site URL: Absolute path of your CiviCRM location.
  • Site Key:...
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27 June, 2018

Just because your nonprofit's email communications are interesting to you (the person who most likely created them!) doesn't mean they will be interesting to your community. Is your call to action clear? Is your imagery inspiring and connected to your content?

Remove the guesswork from your email marketing strategy by using CiviCRM's A/B email testing feature.

Through A/B testing you can evaluate:

  • Subject lines
  • From lines
  • Entirely different messages

We do recommend that you only use this feature if you have at least 1,000 recipients in your group. As you configure your test, you will determine the distribution, meaning what percentage of recipients receive Test Mailing A vs Test Mailing B. The better performing email with then be sent to all contacts who did not already receive the intial test.

Learn more about how to set up and run A/B email tests by contacting us at...

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27 June, 2018

Your nonprofit doesn't have just one fundraising strategy. You have many. Think events, donor letters and appeals, e-newsletter blasts, planned giving, and capital campaigns. Each of these strategies typically targets a specific segment of your community, even if the funds raised impact the same budget line.

Your CRM system should make it easy to tie together and understand the effectiveness of your efforts. Fortunately, if you are using CiviCRM you get that functionality out-of-the-box with CiviCampaign. With CiviCampaign you can tie together events, mailings, activities, and contributions under one umbrella, or campaign.

Every dollar you raise, no matter how (offline gift manually entered, online event registration, major gift, corporate sponsorship) can be tied back to the same goal. You can easily use these campaigns as a filter in Advanced Search or your Reports. You can also take immediate action, such as emailing all individuals who have contributed towards a...

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