A little background.
Established in 1972, we are a non-profit human services organization that serves many diverse populations in the Greater Pittsburgh area.
A large part of our focus is on homeless services, but we also do some mental and physical health programming, early childhood development, community integration and host a large food pantry near the University of Pittsburgh campus.
Because of our disparate clientele and locations, we have been using multiple Access databases to track participant information. For many years we wanted to move it online so staff in people's homes, could enter updates from the field. However, the cost to implement was prohibitive to say the least.
Our Drupal and CiviCRM experience
When we rebuilt our website using Drupal, I stumbled upon CiviCRM as an alternate to Constant Contact. For two years, we have used Civi on the backend of our site to register for events, make online contributions and send out...Read more
This goes out to CiviCRM users (yes YOU too!), admins and developers.
A key productivity tool in my day to day life is a set of Q&A websites called Stack Exchange. They have different sites for all sorts, from programming through to parenting(!). Typically, I'm on the programming ones usually, but stay with me, this isn't about to get technical.
What happens is that I'm getting on with my work and I get stuck on a problem that I'm sure a million others must have solved before. Or I'm doing something and I'm sure that there's a better/simpler/easier way. After the preliminary web searches fail me I'll hop over to the appropriate one of these Q&A sites where I'll hit the Ask A question button and start typing.
First this makes me phrase my problem as a question, and one that other people will be able to understand. This is a great discepline and...Read more
Instructions for the trainer have been provided along with training tips, suggested course timetables and printable trainer/learner notes.
Pencil and squared paper at the ready CiviCRM is about to get a little more boring...
Yes thats right, over the past few months Compucorp have been working with Web Access, JMA consulting and the Core Team to beef up Civi's accounting integration by providing support for Sales Taxes for CiviCRM. But wait there's more...
Now with full support for Sales taxes it made sense to go the whole hog and produce legally valid invoices and tax receipts. That means, Civi now understands more accounting concepts and can provide better support for organisations with more complex Accounting, Sales Tax and Invoicing needs. No more tracking invoices over in your accounting system and then manually updating your CRM, now all of this is integrated into one neat Civi shaped package simplifying (or removing the need for) costly accounting integrations or manual data imports.
Of course you can optionally turn all this off and keep using Civi and your existing...Read more
Generously funded by Zing, Civicon London will see the launch of new functionality enabling Civi to handle recurring events and much more. Rather than being restricted to ‘one-off’ events, Civi will now handle far more complex scenarios.
The new features will be incorporated into the core of CiviEvent but there are added bonuses as the recurring functionality has wide-ranging applications within Civi. Do you want to schedule volunteers every Tuesday at 4pm and on the third Friday of every month? Do you need to make a room booking every Monday evening for 6 weeks, three times a year? In time, the recurring functionality should make this possible in extensions such as CiviVolunteer and CiviBooking.
Back to Events,...Read more
There is a newly updated version of the native extension called "Fancy Tokens". This new version (2.1) includes enhancements suggested by the community. Specifically the request from Xavier to include tokens for individual event registration pages, where the event ID can be easily changed.
Have you ever needed to send an email from CiviCRM that includes a list of upcoming events? Then you know how much fun the copy/paste effort this entails, especially if you want to use a checksum in the links to register. Plus you know you get to repeat the whole exciting process for the next newsletter the following week or month. Or if you have someone else you need to train on this task, try explaining to a non-technical person how to hand-edit the URL query string to include the checksum paramaters. (is the contact ID query string param name "cid=x" or "id=x", well that depends....) And even if you do not deal with events, you can have the same fun teaching someone else to...Read more
CiviCooP just received it's yearly bookkeeping report and as it turns out there is still some money left after all CiviCooP participants got paid for their work and our costs (marketing, website, CiviCRM partnership, community, administration) are paid. So we decided to donate the rest (roughly about 2000 euro) to the CiviCRM community. Speaking to Michael McAndrew and Dave Greenberg we will contribute to the Continuous Integration project, which is pretty technical so hard to fund. And we as a community will all benefit because the testing process will improve! If you want to know more about the Continuous Integration project, speak to Dave Greenberg or Tim Otten.
CiviCooP was set up as a non-profit vehicle to work together as community members on bigger projects and to be able to offer continous support with a combined helpdesk. In the last year we have been pretty succesful with some bigger projects, and we hope some of them will come to CiviCon London to tell the...Read more
- Understanding the Structure of Dedupe Rules
- Creating Dedupe Rules
- Basic Dedupe Rule Attributes
- Field Weights, and Weight Threshold
- Some Recommended Rule Recipes
- Using Dedupe Rules
- Merging Contacts
- Using Dedupe Rules when Importing Contacts into CiviCRM
- Dedupe Exceptions
- Tips for Setting up Effective Dedupe Rules
- In Conclusion
Dedupe rules are a very useful feature of CiviCRM, but one that can cause a fair bit of confusion to new or less technical users. The documentation on them is fairly spartan — sufficient for developers or...Read more
The DC 2014 CiviCRM User Summit is quickly approaching. The finalized schedule and list of sessions and times can be found on the DC 2014 CiviCRM User Summit website, https://dc2014.civicrm.org/sessions.
There are many different sessions being offered to support a number of different levels of CiviCRM users. For CiviCRM beginners, sessions “Case Study: Taking the Plunge:Moving to Civi from Convio,” “BEE! Bulk Email easy,” and “Is CiviCRM the right choice for your Organization?” may be interesting and helpful.
The sessions “Hiring and Training for...Read more