CiviCRM users rely daily on many of the "out-of-the-box" fields, like communication preferences and demographics, to send targeted email communications and create basic reports. While these fields are essential in many smart and basic groups, they have historically taken up prime real estate in the contact record view.
The new "Collapse Comms and Demographics" extension cleans this up by displaying information graphically within collapsible field sets.
Our brains prefer this type of display, since we can process graphics much more quickly than seeing the same information as text. Neuroscientists from MIT have found that the human brain can process entire images in as little as 13 milliseconds.
With the extension, you're basically getting what you need to know about your contacts, nothing more and nothing less.
CiviCamp Calgary 2018
Join us on Tuesday May 22 - 2018 for CiviCamp Calgary - a one day event covering everything related to CiviCRM. Attend CiviCamp and learn about CiviCRM and what it can do for your organization, meet other CiviCRM Users, CiviCRM Partners and CiviCRM Core Team Members and gather their feedback, learn advanced strategies for managing your online database, ask any questions you might have, share tips and build connections! This is the opportunity to meet the CiviCRM community and share experiences and knowledge with other organizations using CiviCRM!
ProgramFinal draft of the action-packed program: download now!
Tickets are still...Read more
I've had a few requests from clients recently with queries around updating contact details and permissions with the new GDPR data protection legislation coming into force in Europe in May.
As a result I've developed two very simple extensions which I'd like to share:
This extension provides a simple UI under the contact summary via Actions->Contact Checksum.
When opened a simple UI is displayed with information and example links to use in emails when sending personalised / "update your details" links from CiviCRM.
Available from https://civicrm.org/extensions/contact-checksum-ui
Opt-In Communications Fields
This is a simple extension that provides a set of "Communication Preferences" custom fields for each contact. Email, Phone and Mail(Post) are provided.
The fields are provided as "Yes/No" fields so that when...Read more
A little while ago the team here at Compucorp wrote about Shoreditch, the first CiviCRM “theme’ extension. Over the past few months, we’ve been hard at work on a series of updates and changes ready for the theme’s release in a few weeks time! With much of the work on this first stage now completed we’re pulling back the curtain to give a peek at what’s in store.
We’ll be following up shortly with more technical details about what this means for developers and how to migrate to Shoreditch or start using the new Bootstrap styles (yay!) but in the meantime let’s take a little look!
Colours / Colors...
So, what’s changed? Well, the most obvious difference is the adoption of a new colour palette which significantly improves both the...Read more
I admit it. I tried to implement Salesforce. I was just starting Chase the Music and I had big goals. I’d used CiviCRM for a very small community foundation and it had worked great. But, Chase the Music was going to be big. We needed a Rolls Royce to support some very big and important goals. I researched and found that SalesForce was the Rolls Royce of CRMs. The biggest and best of the worlds organizations were using it. When I read that I could get a 10 passenger Rolls (err 10 licenses for SalesForce) for free I thought WOW. I knew that later I’d have to pay, but for now 10 licenses would last a long time. So, I applied.
The fact that I had to apply probably should have been my first warning sign.
It took awhile, but the then the big day came and I was approved! They accepted me. This was right up there with getting my letter from the IRS for our 501(c)3! I was one of them. Crap, now on reflection – I didn’t want to be one of them, I wanted to be me. I didn...Read more
While CiviCRM has undergone major updates and re-organization under the hood since the platform was started in 2005, it's User Interface has largely remained the same. This is all about to change with the introduction of the new Shoreditch Theme for CiviCRM.
This new theme modernizes the CiviCRM Interface in a thoughtful way, better utilizing screen real estate and creating consistent treatment of design elements to better highlight the things you want to see and minimize the elements you don't.
It's a stunning transformation and mostly thanks to the efforts and vision of the Compucorp Team. You can read a more in depth comparison to the UX evolution of other platforms like Salesforce and Blackbaud's Raisers Edge...Read more
At the end of this February Agiliway released the updated version of our Graphical CRM Calendar. Now CiviCRM extension contains a number of new cool features which make its use much easier and much more comfortable.
First of all, we updated CiviCalendar to support the latest version of CiviCRM.
Also, the functionality of the Calendar was significantly extended comparing to the original version of the extension which has been released a few months ago (you can find the information about the first version of CiviCalendar here). Additionally, we cleaned the code and fixed a couple of bugs.
Among the most important new features we should highlight the...Read more
We are excited to announce that registration is open for CiviCamp SF Bay Area 2018 — the first-ever low-cost daylong meetup in our region specifically designed for current CiviCRM users and non-users who want to explore CiviCRM.
The date is Thursday, May 3, and the venue is beautiful Preservation Park in Oakland. Sessions may include topics like organizing and reporting on your contacts, integrating your CRM seamlessly with your website, using CiviCRM for event registration and management, CiviCRM extensions, and more.
We encourage you to come whether you're just starting to think about using CiviCRM at your organization or you're a seasoned Civi wizard who wants to connect with other users and experts. We will be tailoring the day to your needs, so register now and...Read more
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