10 September, 2015
Filed under CiviCRM, Training

You are a current CiviCRM user and you would like to learn more about a particular feature, attend a CiviTip hosted by Cividesk.

CiviTips are short webinars of 1/2 hour offered weekly designed to educate existing CiviCRM users about tips, best practices and how-to's on a particular CiviCRM functional area.

Either you have missed a training class for your organization or you want a refresh on a specific functionality, you should attend a CiviTip.

Upcoming topics include: Groups vs Tags, exporting data, update records in a batch, how to use CiviMail, Deduping & Merging, etc ...

Click here for more information on topics covered or to get registered for the upcoming CiviTips.

Questions? Contact Virginie at virginie@cividesk.com.

 

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27 August, 2015

Edale photos

This year at CiviCon London 2015 we have an array of 24 sessions from some great presenters.* There are sessions for CiviCRM users, implementers and developers all delivered by other users, implementers and developers! In addition the extension showcase and lightning talks will give insight into the huge range of new developments that European charities are putting in place.

Day 1 has a focus on new users and there are special 1 day only tickets available for people who want to simply see if CiviCRM is right for their organisation. Thijs van Praag, the inspirational...

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02 June, 2015

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

  • How to represent an administrative fee for refund? Who will pay this, buyer or seller?
  • How to link the refund with the original contribution?
  • Which method to use for processing refunds?  Check, payment processor or both.

Partial Payments:

Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users for...

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29 April, 2015
Filed under CiviCon, CiviCRM, Sprints

We have just completed the fourth day of the sprint.  Progress reports are in from all of the teams and much progress has been made. 

Reports from the teams tell us that we have been quite busy.   I am quite excited about the progress the Monitoring team has made and cannot wait to get my hands on this to play with.   Documentation has made great strides, improvements to the payment processor architecture is in the works as well.   I have had the opportunity to speak with the translation team and the work they are doing is invalubale to the project. 

I also have to mention that the extension review team has done a tremendous job working down the extension queue and we should all look forward to using some new extensions.  As part of the install team, I know we have been busy at work getting a more uniform install process across Drupal, Joomla and WordPress. 

Don't...

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21 April, 2015

In honour of CiviCon 2015, iATS Payments excited to announce a new referral program to help spread the word about using the iATS Payments extension for CiviCRM!  

The concept is quite simple.  Refer an organization to iATS Payments and when their account is approved both your organization and theirs will get $100 to spend as you wish!  This could go towards your cause, a special project, cupcakes for the office - or whatever you like!

Follow this link to learn more and to submit the required details to us.  The iATS Payments account coordinators are standing by to help!

iATS Payments is proud to support the CiviCRM community.  If you have any questions, don't hesitate to reach out to iatsmarketing@iatspayments.com.

09 March, 2015
By jamie
Filed under CiviCRM

We recently had one of our groups report that merging data was resulting in data loss. Specifically, when they merged two records, they noticed that the contribution records on the record that was deleted were not carried over to the record that remained.

I investigated and found the culprit: we were missing a foreign key constraint between the contribution table and the contact table. In fact, we were missing a lot of foreign key constraints in this database.

The reason the mising foreign keys caused data loss is because CiviCRM quite cleverly uses the existance of foreign keys to determine what data should be merged. With this method, the merge code doesn't have to be re-written every time a schema change is introduced. This approach strikes me as smart even though it had bad side effects in our case.

So - how did our schema get out of sync? This problem only affects our four oldest databases and I suspect these databases were ones I had to convert from...

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09 February, 2015

This post is the first in a series that will present results from the CiviCRM statistics project. It will focus on better framing the organizations that use CiviCRM. Further posts will explore the technologies used to run CiviCRM, the software development process, the CiviCRM community and communications, and lift the hood on how our statistics are created and processed.

But before we reach that last post in the series, it needs to be said that CiviCRM does collect statistics from a number of sources in order to better understand how the software is used and how the community performs. These statistics are always collected anonymously and presented in aggregate to further protect the privacy of our users and contributors, and site administrators can disable statistics collection at any time. Also, the graphs presented in this and subsequent posts are dynamic and refreshed every day ; so please excuse...

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09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

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30 January, 2015
Filed under CiviCRM, Meetups, Training

The Nonprofit Technology Conference (NTC) will be taking place in Austin, TX on March 4-6, 2015. In addition to having a booth, there are a number of CiviCRM events planned around the Conference.

On Monday, March 2, there will be a 6 hour CiviCRM Super User training. This training is meant for CiviCRM users who have a good grasp of CiviCRM and are ready to learn more about best practices for contact management, everything you can do with profiles, being an import champion and how to use the CiviCRM community to learn more and give back (and much more). Coffee and lunch is included. $195 for registration

Progressive Technology Project is offering the Grassroots...

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16 January, 2015

Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things?  If so, your input is needed on CiviAccounts.  (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)  

Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1    

(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)

Background:  One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...

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