09 February, 2012

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

 

- Annalee

18 January, 2012

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...

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28 October, 2011

Background
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.

Roll-out process
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...

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18 October, 2011

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...

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09 September, 2011
By petednz

A couple of issues have begun to sting us repeatedly and I see others raising same issue.

 

#1

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

 

 

 <!-- BEGIN HEADER -->
  <!-- You can add table row(s) here with logo or other header elements -->
 
Clearly would have to avoid any...
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29 June, 2011
By Eileen
Filed under CiviMember, CiviCRM

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:

  1. Membership Price Sets
  2. Multiple Membership Blocks

Thanks to the sponsors for making it happen!

  • International Society for Bayesian Analysis - Merlise Clyde...
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16 June, 2011
By speleo
Filed under CiviMember, Extensions, Joomla

Want to control the Joomla ACL depending on a user’s membership status?

Version 2 of the Joomla CiviCRM Membership Authentication Plugin does precisely this for Joomla 1.6 and CiviCRM 4.0 users. 

  • Allows users to login with either their username or email address

  • Uses the Joomla user table to authenticate

  • Checks that that user has a current CiviCRM membership record

  • Sets the Joomla Access Level depending on the users membership status

  • Redirects to the configured menu item  based on potential results

Also, if a user's membership has expired they can be redirected to a contribution page to renew.

More details can be found here http://wiki.civicrm.org/confluence/display/CRMDOC/Joomla+CiviCRM+Membership+Authentication+and+ACL+...

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25 April, 2011

Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.

Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.

Here's some background on Using CiviCRM from Packt's site:

What you will learn from this book:

  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get...
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19 April, 2011

Sheila Burkett is the first winner of a copy of Using CiviCRM from Packt Publishing. Packt is running a promotional contest where you just have to post into the forum or email them to qualify to win a copy of the book.

Here's some more information about the book from the Press Release:

Using CiviCRM is the first commercially published book on CiviCRM, and came out in February 2011. It will teach readers to build a CRM that conforms to their needs and to integrate it with Drupal or Joomla!. Written by...

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01 December, 2010
By Eileen

As 3.3. goes live it’s great to see a couple of Make-it-Happen initiatives included in it. The Make-it-Happen initiative was born out of my frustration at the difficulties of getting things into CiviCRM that were useful for everyone but not funded by any ONE organisation.

 

Since launching it we've managed to get a couple of long-wanted de-dupe improvements in - now in 3.3 you can make CiviCRM REMEMBER that John Smith from Widgimootha and John Smith from Aalberg are different people. For those of us who have been round the loop of running a de-dupe search, choosing two contacts to merge, merging them, and suddenly discovering than you can't navigate back to the duplicate listing page there's still quite a bit of scope for improvement so consider making a contribution to the 'prev-next' initiative

 

But, the Xmas present...

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