One of the biggest challenges faced by the Monthly was that it was essential for them to be able to process memberships / subscriptions paid for as a gift. They needed to collect details for both the giver and the recipient.
After some discussions with Dave we settled on the data model of putting the contribution against the giver and the membership against the recipient. The two transactions have an extra linkage in that the contribution record stores the recipient in the honor_contact_id field. As a result of this the contribution is visible on the recipient’s contribution tab. (we...Read more
Chris Ward’s DDU2012 session produced the initial ‘light bulb’ that CiviCRM might be what we were looking for and all our subsequent research shows that, with some work, at the very least there is no reason why it can’t work.
How does CiviCRM top other contenders?
Its open source and...Read more
Batch entry of gifts (checks, cash, etc.) is a much requested "missing feature" in CiviCRM. Thanks to a generous sponsorship commitment from the Electronic Frontier Foundation, we are about to launch a Make-it-Happen campaign to implement this feature for the next release (4.2). We've spent some time discussing requirements with folks at EFF and several other organizations, and we've reviewed analogous functionality offered by several of the proprietary donor management products. The purpose of this post is to share the draft specifications for the feature and solicit feedback from others in the community.
The goal is to provide a streamlined interface for data entry of batches of contributions and membership payments. A simple batching concept will be introduced to provide verification of count and totals. The feature will use a grid-style input form with the columns controlled by a selected profile. This...Read more
Okay, I'm double-posting today in case you don't find this buried in the forum. My forum posting contains all of the details regarding a custom hack written for a client to automate 7 renewal email reminders based on expire date.
I do hope you find this useful. http://forum.civicrm.org/index.php/topic,6176.msg98034.html#msg98034
Notice to non-developers: This post is about how some functionality in 4.2 will be implemented in code and in the database, with very minor changes to anything visible through a browser. If you're not a developer, it probably won't interest you.
Simplifying the Codebase
As part of the CiviAccounts project we are looking to redo some of the implementation of the configuration and processing of payments for contributions, memberships, and events. Currently the processing for each of these three types of objects has two paths: one for a simple configuration of the objects, and one using price sets. This means there is more code, more complexity, more possibility of errors, more work when making changes, and more need for testing.
As we refactor the existing code we're looking at keeping the simplified UI for configuration and administration, but implementing everything under the hood using price sets. Before going ahead with that, we wanted some...Read more
Pogstone's client had already been using a web-based membership database, however that system did not have any features related to households and other features needed when interacting with families and children. They also needed many features related to needs of a typical synagogue that were missing from the previous system.
First Pogstone helped them identify and prepare which records from the previous system they wanted to bring into CiviCRM. That was loaded into CSV files, then Pogstone loaded that data into the new CiviCRM database. We did staff training just before as well as just after the data import so the staff of the organization would understand how their data would appear in CiviCRM, and also be able to review the results and work on deduping after the import was complete.
Pogstone set up the deduping rules based on many discussions with the client, however the final decision...Read more
I recently completed a conversion of about 8 years of history from a 5 year old Blackbaud Kintera site to a Drupal CiviCRM solution. Confused yet? Don't worry, all we be revealed in time. As a way of giving back, I am planning to share my experiences good and bad, what worked, what did not, what I learned and what I will and won't do next time.
Let's start with a little background. I have been the technology consultant for Women in Development, New York (www.widny.org) for the past 8+ years now. I started out as a member, graduated to a board member and in the end became their consultant. I have been with this organization since before they had a formal database to manage their members and before they had their first website. Back then, I used my own mail servers to send out their mass emails, my how the times have changed. In addition, to selecting and managing their original database solution, maintaining their first website and...Read more
A couple of issues have begun to sting us repeatedly and I see others raising same issue.
Getting a Default Header/Footer used in the SysTplMsgs
SysTplMsgs (System Template Messages) are found here /civicrm/admin/messageTemplates?reset=1)
To avoid repeated copying of the desired header/footer in to the upto 22 SysTplMsg, one option would be to add a checkbox to the CiviMail Footer/Headers (/civicrm/admin/component?reset=1)
So the current Default in CiviMail Header/Footers would become Default CiviMail, and a new option/column would show for Default SysTplMsg.
This would then cause the requisite code to be included here in the SysTplMsgs
Update 2: Based on some thoughtful input, we've integrated the requirement for multiple membership blocks INTO the price set functionality. Each price set field option can be linked to a membership type - opening up all the power and flexibility of price sets to both online and backoffice membership signup. You can read the details here in the issue tracker.
Update: This 'Make it Happen' has been fulfilled and we are beginning development. You can review detailed specifications:
Thanks to the sponsors for making it happen!
- International Society for Bayesian Analysis - Merlise Clyde...