On many occasions, clients have mentioned that the contact summary screen loses a lot of prime space to the communication preferences and demographics sections.
“Is there no way to collapse them by default like you can with custom data? They are rarely used but are needed”
They’re aware that demographics and communication preferences can be removed via the UI (/civicrm/admin/setting/preferences/display?reset=1)
This is a simple extension that collapses both the communication preferences and demographics sections by default on the summary page.
We’ve added a few fancy bits to the functionality which we’re sure you’ll enjoy…
Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.
However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…
The CiviCRM Pivot Report extension intends to change all...Read more
We have recenting been working with MEAA to build new functionality in to their CiviCRM in order to build their capabilities.
One of the requirements that arose was to be able to set some Activity Types to send notifications to the Assignee without triggering them for all Activity Types.
This feature was accepted by core and is now available in 4.7.30 release.
Now when you visit Display Preferences at civicrm/admin/setting/preferences/display?reset=1 (red box) you will see a select option to specify any Activity Types (green box) that should be excluded from notifications going to Assignees.
Our new extension aims to enable charities/organisations to manage their supporters in a GDPR compliant manner. GDPR in itself does not introduce many new requirements however it does introduce a number of new obligations on organisations that hold and use data about individuals.
It’s important to understand that simply moving to an opt in process and regarding all existing contacts as being opted out overnight is probably not what is best for your organisation. There are many factors to consider before determining whether to base your marketing contacts on an opt in . For example a membership organisation is likely to be well within its rights to base member communications on the organisation’s ‘legitimate interests’ unless the member explicitly opts out. You may also be able to import contacts from third party fundraising systems, where they have already stated that they are happy to be contacted by the charity they are fundraising for. The overall aim...Read more
The power of Workplace by Facebook is now available for CiviCRM users!
New button in the User Profile opens up a communication channel within CiviCRM for work chat, team groups, project updates, instant messages or alerts (see pic. 1 below). The functionality will noticeably improve communication across organization inside or outside the office as it falls back on all the strengths Facebook has to offer, the most prominent being the user-friendly familiar interface and secure collaboration.
pict. 1 - runing Workplace by Facebook from CiviCRM
Workplace by Facebook is your own version of Facebook which is a really convenient tool for internal communication. There are enough...Read more
Welcome to the December core team update - special holiday edition. There's lots of goodies under the tree and we can't wait for you to open them.
What we've been working on:
The core team is transitioning to a monthly task cycle where we'll publicly set a goal for the month, work on it and report back to the community afterwards. To bring you up to speed on our goals and accomplishments over the past few months:
This drag-n-drop email composer has received a good deal of polish and the now-available extension gives Civimail an interface that rivals other paid email services, with all the power and flexibility of CiviCRM behind it, making CiviCRM not only the most powerful communication tool for nonprofits, but now easy and fun to use as well.
CiviCase UI Overhaul
With a clear roadmap towards improved CiviCRM experience, Agiliway team keeps aligning CiviCRM software capabilities with an end-user working environment. The newly released CiviCalendar extension is our most recent solution and an absolutely necessary stop. From now on CiviCRM users can easily visualize their daily, weekly and monthly activities within CiviCRM.
CiviCalendar is styled to resemble Microsoft Outlook Calendar. For visual distinction the list view is replaced with graphic calendar squares, while entries are shown in different colors. User-friendly interface and intuitive navigation make it a breeze for users to add items to the CRM calendar or view tasks...Read more
I just published a small extension (funded by Amnesty International Vlaanderen) to prevent the REST API requests still coming through when the site is in maintenance mode.
The extension is CiviCRM native and the structure is based on the CiviCRM User Framework. However, as I have little to no experience with a CMS other than Drupal, I have only implemented the Drupal module. Would be really great if others could add the same trick for the other CMS's!
- check if API request originated from REST (api_key and key in the request)
- if yes, check if CMS is in maintenance mode
- if yes, throw API_Exception with error code maintenance_mode
The extension can be found here.Read more
With the funding environment for nonprofits in Serbia becoming increasingly more fragmented and the choice of technology tools to aid fundraising and advocacy becoming more diverse, Catalyst Balkans saw an opportunity to fill an open niche for a localized CRM targeted to the nonprofit sector in the Western Balkans. With Catalyst Balkans already having used CiviCRM for several years for its own communication and contact management needs, the localization of CiviCRM was a natural choice.
With virtually zero strings translated into Serbian on Transifex and a very limited budget, Catalyst used a combination of existing staff resources and volunteers to plug away at the translation effort over a period of months. The final 1500 strings were done with the help of a translation professional who also went through and polished the entire translation file.
Many coffees were spent...Read more
If you've been holding back from using Backdrop because your site requires the popular and powerful CiviCRM, hold back no longer. You can now easily install CiviCRM on Backdrop, or migrate it from your Drupal 7/CiviCRM setup.
CiviCRM and Backdrop CMS, two projects who focus on helping non-profits, fit together quite nicely. You can now easily install CiviCRM on Backdrop and benefit from the robust Drupal-like architecture with an extra helping of the user-friendliness added by Backdrop.
At our agency, Freeform Solutions, we are quite interested in the progress of Backdrop CMS. Non-profits want the power of Drupal but the user friendliness of WordPress. It has been a really hard sell to get them to upgrade from Drupal 6 to 7. For many their entire budget could go into the upgrade and they had little left for anything they really wanted. With Backdrop CMS, it was a relief to hear that backwards...Read more