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...Read more
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...Read more
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...Read more
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...Read more
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...Read more
This week Jaap and me were working on the first CiviRules sprint, funded by MAF Norge. As you have problably read (and if not you should :-) in Jaap's earlier blog post he has been working on API's to send Emails, SMS and PDF letters. In the meantime I have created a first database scheme for CiviRules, hacked some basic DAO's and BAO's together and started working on the first forms. Preview of the screen included :-)
In the beginning of February Steinar and Helen from MAF will come and work with us for some days. The next CiviRules sprint is planned for March 2015 and will be funded by MAF Norge, CiviCooP and Amnesty International Flanders. We also hope that Parvez joins us during this sprint.
If you want to know more about CiviRules give me, Jaap or MAF Norge a shout!
Ginkgo Street Labs recently hosted a webinar on the ‘Power of CiviCRM’, to talk about how organizations of all sizes are using this open-source software to solve a variety of challenges. Constituent Relationship Management (CRM), as defined by Idealware, is “the set of processes and supporting technologies used to acquire, retain and enhance constituent relationships.” CiviCRM is different from other CRMs because it is open-source, meaning there are no licensing or user fees, it is built specifically for nonprofits, and it is constantly being nurtured and improved by the community of users and developers.
We were joined by Dave Greenberg, one of the founding members of the CiviCRM core team, who talked about the vision, ten years ago, when creating CiviCRM. “What we wanted was to build a tool, from the ground up, that would be tailored for civic and social organizations of any size,” he said. ...Read more
Here at Skvare, we strive to make Drupal and CiviCRM work as one to accomplish goals in a way that is simple and intuitive. Continuing our work in Drupal/CiviCRM integrations, we’ve cooked something new up for you all. We would now like to take this opportunity to introduce Views in CiviCRM Dashlets.
What is Views in CiviCRM Dashlets?
Views in CiviCRM Dashlets is a Drupal module that allows one to create a dashlet containing a Drupal View. That is right, in addition to CiviCRM reports you can use the power of Drupal Views to create a customizable experience. This opens grand new opportunities to use our imagination and drive to strengthen the bond between Drupal and CiviCRM. A majority of the functionality of Views is currently at your fingertips, with further enhancements on the horizon.
How did we get to this point?...Read more
Hello Civi Community
I would like to make contact with fellow charities using PCP Pages to learn more about the functionality and how it is used within charities. Looking to develop an online fundraising platform for individuals, teams and organisations using PCP's with some custom development to manage fundraiasing events and in memoery/tribute pages at LLR.
Would love to hear from both end user organizations and developers on this front.
I recently had a requirement to allow for export of Accounting Batches to a format that AccountEdge can use. The good news was AccountEdge has many CSV import wizards for many different types of data. The bad news was the layout of the accounting batch export CSV file from CiviCRM did not match what AccountEdge expected. So I set about creating a new export format for CiviCRM which is compatible with the "File ... Import Data ... General Journal Entries" wizard in AccountEdge.
What I had to do:
Step 1: Update list of export options to include the new choice "CSV for AccountEdge"