10 August, 2010
Filed under CiviMember, Architecture

Being able to efficiently identify and merge duplicate contacts and related data is be an important -- and often time-consuming -- task for organizations getting data from multiple sources. The current CiviCRM dedupe and merge process does not scale well beyond a moderate number of contacts and consequently there has been dicussion on the forums and IRC about optimizing the dedupe and merge code in CiviCRM.

Niro Solutions and the International Mountain Bicycling Association (IMBA) and have jointly made funds available to sponsor this work and we are opening up the project scope for discussion before work begins. The aim is to to have the enhanced functionalty in core for the CiviCRM 3.2.2 release.

Donald Lobo laid out the high-level goals of the project:

  • The ability to scale the dedupe process to at least one million contact records
  • Significantly improve import/event registration/contribution/other workflows that use dedupe
  • Be...
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12 February, 2010
Filed under CiviMember, v3.1
This is by no means an elegant solution, but is at least a step towards automatically creating an associated Drupal user when adding a membership to a CiviCRM individual. The code basically grabs the email from the contactId, sets the necessary paramaters to create the Drupal user, and then calls the method that does the creation. I was getting a form error for a while that was not allowing the creation of the new Drupal. I eventually troubleshot the error down to there being no password set in the form when creating the Drupal user. I'm not sure my workaround is the best, but I used the hook_form_alter to make password not required, and it worked for me. Here is the code below: function MODULENAME_civicrm_postProcess( $formName, &$form ){ if($form->_BAOName == "CRM_Member_BAO_Membership" && $form->_action == 1){ //creating new membership require_once("CRM/Contribute/BAO/Contribution/Utils.php"); require_once('CRM/Contact/BAO/Contact.php'); $email =... Read more
05 August, 2009
By andrew
This post started out as a reply to Eileen's "Banking Screen?" comment on my previous post on this topic, but by the time I was done, I thought that this warranted its own post. I think that the core "Accounts" or "Banking" functionality that could be helpful to Civi users without getting too out of control, is:
  1. generate a listing of the individual cheque and cash "receipts" processed since the last "deposit" was generated, add selected receipts to a deposit and print it as a deposit listing, using a template that would enable you to submit the listing to your bank with a deposit slip;
  2. enable a bank reconciliation to confirm that each deposit was successful and highlight any discrepancies such as bounced cheques or typo's when entering cash or cheque amounts. Ideally you would be able to tick off each receipt within a deposit as reconciled (or just tick the deposit as a whole and have the system mark each receipt within that deposit as reconciled). If a...
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06 July, 2009
Version 2.2.7 was released today with CiviReport ("the return") phase 1. This version includes fourteen report templates with coverage for contact data, activities, contributions, events and memberships. Folks in the community who have had a chance to preview the functionality have been quite excited - and we think this is a significant step forward for CiviCRM. First, a few concepts... CiviReport is delivered with a set of report templates. Each template covers a general reporting area - for example: Donor Report (Summary), LYBUNT (Last Year but not this Year), etc. Administrators can then create one or more report instances from a template - with specific display columns, filters and grouping rules. Users go to the CiviReport menu to see a list of report instances, and run the reports.   For example, your organization might need a report which summarizes donations year-to-date grouped by Country. You create this instance from the... Read more
11 September, 2008
By haggan
Filed under CiviMember, CiviCRM, Drupal

Iam using drupal 5.10 and civicrm 2.0 on a server that I maintain. The server is running Scientific Linux 5.2 and I have compiled Gammu version 1.20.0 on it. http://www.gammu.org is "Free tools and software for cellular devices and phones". I can use it for sending SMS via a old cellular phone in my case an Sony Ericsson T290i connected with the usb cable DCU-11. I have set up Gammu to use an mysql db for reciving and sending sms.

I then copied the "send mail to contact" Task and added my own version but change it to "send sms to contact" and I then use gammu for sending the sms. Some help from this page http://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Add+Actions+to+... .

Integrating it with civicrm is really cool I can use all of civicrms tokens to put it in my sms. I use a cheep phone card with a lot of free...

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