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...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