So as every consultant, there is a bit of new projects, maintenance, stuff you do for free for the community, new ideas, meetings, pre-sales, funky developments & the dreaded admin part (invoicing/timesheet).
As any consultants, we are trying to get an overview on what are the issues, where we spend the time, who's involved and what has to be invoiced. For what I've seen for the past 20 years, the choice seems to be between separate tools that work well but don't talk to each other and one big ERP that tries to do everything but does it badly and that no one uses without cursing.
As all our contacts are in civi and that it also can track activities, was wondering if some of you are already using it as part of that combination and hopefully not turned it into a clunky 'ERP'?
We have started with Andreas, Tamsin, Julian & Cristel with some civi/drupal tools and Civi, but are in the...Read more
A couple of weeks back I wrote here some thoughts about letting users manage and modify their own private collection of reports without actually having site-wide "administer reports" privileges. I've since gone ahead and written up the code to make this happen, and I would love to get feedback from the community on its usefulness and ways to improve it.
This code is available as a Drupal module for CiviCRM 3.4.x and 4.0.x, on Drupal.org by the project name CiviCRM Private Report. Following is a quick overview of how it works.
- Each user has a private space for reports visible and editable by that user alone.
- Users can copy any report that they can access into their own private report space.
- CiviCRM's native listings of available...
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
Note: You can see videos of these features in action on NS Web Solutions' case study page for this project.
Update: Some of the code for these features is available on GitHub. See my comment below.
CiviCRM offers an incredible set of features straight out of the box. At NS Web Solutions we're sometimes asked to provide a CRM system with some pretty unique features, and we've found that by relying on CiviCRM's wide array of hooks and customization features, there's a lot that can be done.
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
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...Read more
This has come up a couple of times before. According to my chat with Lobo today, not much is happening on this front. Since our client at Two Mice and a Strawberry has a need for this, we're diving in head first this week. Hopefully we'll have something that's worth contributing to core. Please comment below if you have any thoughts on the ideas presented here.
Our intent is to take the order_bys parameter that's mentioned passingly in the docs and build on it as follows.
The general idea
- any column available for display is also available for...
This release includes several COOL new features:
- Personal Dashboards - ** NEW in this beta release ** Each CiviCRM user can now configure their own dashboard (CiviCRM Home) to include summary data that's important to their work. Any available 'CiviReports' can be embedded in the dashboard in tabular or graphical format. Check out some examples on Kurund's recent blog post.
- Contact Subtypes - Extend (and / or rename) the built-in contact types and create custom fields specific to a subtype (...
Introduction: The Need
Progressive Technology Project (PTP) supports grassroots community organizing groups nationwide that engage in social, economic and environmental justice efforts to empower low-income people and communities of color. These groups conduct phone banking and field canvassing as an integral part of their base-building and voter engagement strategies to engage existing and new constituents. PTP hired DharmaTech to help them build PowerBase: a customized CiviCRM for use by community organizing groups.
PowerBase helps groups manage the following data related to phonebanking and field canvassing work:
- voter info, history, and demographics
- reason why the phonebank or canvass is taking place
- responses to questions asked during the phonebank or canvass
- phonebank or canvass...