21 August, 2014
By Stoob
Filed under Documentation, Training

CiviTeacher organizes clear and concise videos into a portable and searchable training library.

Last September CiviTeacher launched with 14 published videos. I promised to make at least one new screencast per week until the end of 2013 and I delivered. Today CiviTeacher offers 53 videos, is still growing... and is the only available service of its kind. Rates start as low as $15/month or $150/year USD. I've learned a lot about making useful content for beginners as well as advanced users.

I consider CiviTeacher to be financially self-sustaining, although not a replacement for my job as an independent consultant (yet). Given the small, budget-conscious marketplace of CiviCRM users, I'm pleasantly surprised by the number of organizations who subscribed. Speaking of subscribers, who uses CiviTeacher?

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31 July, 2014
Filed under CiviCRM, Documentation, Tips

Contents:

  1. Introduction
  2. Understanding the Structure of Dedupe Rules
  3. Creating Dedupe Rules
  4. Basic Dedupe Rule Attributes
  5. Field Weights, and Weight Threshold
  6. Some Recommended Rule Recipes
  7. Using Dedupe Rules
  8. Merging Contacts
  9. Using Dedupe Rules when Importing Contacts into CiviCRM
  10. Dedupe Exceptions
  11. Tips for Setting up Effective Dedupe Rules
  12. In Conclusion

1. Introduction

Dedupe rules are a very useful feature of CiviCRM, but one that can cause a fair bit of confusion to new or less technical users. The documentation on them is fairly spartan — sufficient for developers or...

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18 July, 2014
Filed under Documentation

"...not on those days." 

That's fine, we'd still love your help. If you have some time to spare before the formal sprint dates either leave a comment on the Join the 4.5 Documentation Dash blog indicating the issue you've chosen and a comment on the issue on Jira or claim it yourself if you have that level of Jira permissions.   If you won't have any free time until after 28th July, don't claim an issue now; please leave a comment below and I will contact you if there are still issues left after the formal sprint ends. (Issue CRM-14635 will need to wait until all the other issues are completed, so is a likely candidate for post-spint work.)

 

"...I am very new to CiviCRM."...

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18 July, 2014
Filed under v4.5, Documentation, Sprints

Join us during our Documentation Dash (remote sprint) on Sunday 27th July and Monday 28th July to help get the new edition of the User and Administrator Guide ready for release at the same time as the stable version of 4.5.

4.5 beta 2 has just been released, so the arrival of a stable version of 4.5 is not far off.  When that happens we want to publish a new edition of the User and Administrator Guide that includes all the new features, a totally revamped Membership section and other updates.

Eight people worked on documentation during the Tahoe sprint in April/May 2014, and we made great progress.  However, some of the new features, notably the new CiviCase UI, didn’t exist at that time and there were other issues we didn’t quite finish, so there is still work to do.

We have set up a board showing the issues for this sprint. You will see that there is something for everyone. If you can join us, please 'sign up' by commenting on this blog post....

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08 May, 2014
Filed under Documentation, Extensions

One of the requirements in a project I am working at the moment was that the client wanted to enter when an adress becomes active. E.g. a member says he is moving by the 1st July 2015 (which is in the future). From that moment the member should be contacted by that address and till that moment the old address is the active address.

I have created an extension which achieve this. This extension is in beta and can be found on (https://github.com/CiviCooP/org.civicoop.futureaddress).

I will put this extension into the extension directory later on, when my client has finished testing this extension.

How does this extension work?

As a user you enter a future address by adding a new address on a contact and you set two things:

  1. You enter a location type which is a future one
  2. You enter a change date (the date when this address is changed)

This...

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20 February, 2014
Filed under Documentation, Security, Tips

We've just added a page detailing CiviCRM's security policy and release process.

This page is intended to help people identify how they can stay abreast of security updates, know when to expect them, and how to tell which release of CiviCRM to expect security fixes for.

If you maintain or operate a CiviCRM site (or sites!) then you this is a page you should be familiar with, and there are a few actions you should take -

  • Make sure your team are subscribed to security notification updates.
  • Put the newly announced security release window, first Wednesday of the month, in your schedule.
  • Make sure your installed sites are running a supported release, so they qualify for security fixes!

The CiviCRM community are making ongoing...

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14 November, 2013
By seank

Down here in Bristol, we’ve been putting more bones on the video project and talking to lots of people who want to be involved, so we thought we would give you an update on how things are progressing and what we need from the community at this point in helping developing the plans for the future.

We’ve now assembled 10 complete videos to cover discrete simple actions in CiviCRM and you can see links to these on the wiki. Our aim was to produce finished videos around 2 minutes long, but as you'll see they range from about 1 to about 3 minutes.

We've also been documenting the creation process which will probably be familiar to anyone who has done any video production in the past, but will hopefully be useful to contributors new to this activity. We’ve had some good tips from professionals (...

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08 November, 2013
Filed under v4.4, Documentation

At the recent Dalesbridge sprint, members of the documentation team updated the user and administration book.

We included new features for 4.4, expanded on some previously under-documented areas and re-organised some content to make things easier to find.

The new version of the book has now been published at http://book.civicrm.org/user/.

New chapters in the book include Logging, Soft credits, Event badges and Smart groups.  People who are familiar with these topics may like to review the chapters and let us know if we need to make changes (or, better still, make the changes yourself.)

            » View the full list of improvements in the book

 

The documentation team welcomes new members. For users or administrators...

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19 September, 2013

Example Use Case

This example is a one event page which has tabs of many types of content and views attached which allows a anonymous user to view the info, see registered participants, register for the CiviCRM event via one webform which also automatically creates a contact, membership, active drupal user, and participant event registration to the event, logs in the user, and sets his user entered password via text field on the webform. Skvare has developed similar solutions for clients using these methods.

Using this method you can create easily customizable membership join, and event registration pages which leverage the full gauntlet of advanced Drupal 7 modules, and the ease of customizing the layout and style with css in the Drupal theme.

Original blog posted at Skvare.com.

 

Views

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05 September, 2013
By Stoob

CiviTeacher.com has just arrived!

CiviTeacherMany of you know me as Stoob or just as the guy with big hair making wisecracks at CiviCon.  I'm also a guy with years of experience teaching adults in a classroom before I trasitioned into "the web".   I've done audio engineering, video production and have now worked as an independent CiviCRM consultant and trainer specializing in small nonprofit clients for nearly six years.  During interactions with dozens of organizations in this time I've come to realize that, although CiviCRM is awesome, it is not a solution.  CiviCRM is a tool.  Capable people who understand how to use tools are the solution.  These factors...

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