Per Dave Greenberg's suggestion, soliciting suggestions on state changes/plan to complete this MIH (parts 2 & 3 here: http://wiki.civicrm.org/confluence/display/CRM/Self+service+view%2C+upda...)
Cancel (with refund if payment processor allows or not) is fairly straightforward; a cancel with a refund would result in the participant row set to status 'Refunded'; if the refund cannot be processed automatically, email to admin will advise the admin that a manual refund needs to be processed for the initiating participant, pretty much the same as happens now if an admin does a Cancel for a registrant.
Questions arise as to Transfer: I detailed this in the .doc I attached to Issues - the transfer would allow Contact A to transfer their registration to an Event to Contact B (and...Read more
This extension facilitates the ability to register different participant roles for an event in CiviCRM. At the moment CiviCRM will default the role used during online registration to the role chosen when setting up the event. So all the participants from online event registration would have same participant role. The work around for achieving multiple participant roles registered for an event would be to do an offline registration for a person and then select the respective role while doing so or on Drupal installations to use Webform.
How is this extension useful?
This extension provides you with a list of participant roles and their event registrations URLs. You could simply copy and send the URL to the desired participants.
Consider an example here:
You have an event called - Spring Summit 2015
Event Type - Conference
Guest Role - Attendee
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.
- 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 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...Read more
We have started a small collection of blogs about using Views, Views Bulk Operations (VBO) and CiviCRM Entities to provide a Views-based interface for bulk updating Civi data.
This opens up a number of possibilities for bulk data updating which may not yet be straightforward in CiviCRM itself.
The recipe is basically
- install CiviCRM Entity version 2.x & Views Bulk Operations VBO
- create a View based on the Civi entity in question eg Contact or Participants or Relationships
- add the VBO field and configure the desired 'bulk operation'
Setting up a View with a bulk operation to modify the entity in question is pretty straightforward. The one 'catch' at this point is that as far as VBO is concerned, we have to enter the CiviCRM 'value' not the 'label', so if you are wanting to update a...Read more
In one of my previous jobs in the UK I was a debt & welfare benefits adviser and we used an off the shelf case management system. The cost for running it was quite significant - we paid about £1000 (UK GBP) per year for only 2 signons. This type of system is used by advice agencies throughout the UK, including the Citizens Advice Bureau.
The only difference between these kind of systems and CiviCRM (that I can think of) is the personal financial statement. This is where the user/administrator inputs the client's income & expenditure plus their debts to the various creditors. The system then works out disposable income & debt repayments plus a printable financial statement. It's a pretty comprehensive facility and I'd guess it would need a significant development effort to get it into Civi. But it would be quite a commercial opportunity, as the cost of alternatives always seems very high to me or - better - a big saving for non profits.
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
Whether your nonprofit or social good organization is small, like the local animal shelter, or large, like the Creative South conference, chances are volunteers mean a lot to your mission. Ginkgo Street Labs has been leading the effort to develop the CiviVolunteer extension of CiviCRM to make it easier and faster for nonprofits to manage their volunteers.
Because of the CiviCRM project’s open-source structure, many nonprofit users are active on the online forum, troubleshooting issues and sharing ideas for things they wish CiviCRM could do. We regularly organize and categorize this input into the CiviVolunteer Road Map, which shows where we’re going next with development.
Right now, we are...Read more
You know what they say… there are only two certainties in life - death and taxes. Well, we’ve been working to teach Civi to help make the latter a bit easier. We’re very pleased to announce that Web Access and core team have collaborated to ensure that CiviCRM 4.6 will fully support Sales Tax ( VAT). As of the conclusion of the Edale London sprint we’ve merged this functionality into the master branch.
Not only will CiviCRM understand Sales Tax, it can actually allow users generate Sales Tax invoices right in the back office. This will eliminate the need to track invoices separately in your accounting software and manually upload transaction data.
- Fully supports percentage-based sales tax
- Each line item can be subject to a different sales tax percentage
- Sales Tax amounts are automatically applied to a Sales tax creditor account
- Supported: Events, Contributions,...
After the excitement of CiviCon with new features and extensions being discussed, the Civi Sprinters are hard at work improving and finalising these for release, as well as discussing future plans.
However not all of us can bask in the glory of cool features and improvements. The documentation team have been hard at work attempting to improve the Civi Book.
The 4.5 version of the book has recently been released, updated with new 4.5 features and interface changes. In addition to this the membership section was restructured into a (hopefully) more meaningful and usable structure. At this years sprint we are working on the events section in an attempt to restructure it in a similar way. The aims are to ensure the documentation is up to date, get it into a more logical structure for end users and removing duplication of content. Watch this space for a new book release!
After restructuring documentation all day, it was time to restructure and refresh our heads...Read more