06 March, 2012
By dalin

<Cross posted from Advomatic.com The code blocks will be easier to read there.>

Sometimes after launching a new site our clients find that there are fields and features in CiviCRM that they don't use.  We are working with a client that wants to remove all fields and features that aren't useful in order to simplify their user interface and make it easier to use.  This includes things like SMS features, email signatures, and demographics.  There are also several fields that they wanted renamed to be more consistent with the legacy system that they migrated from.  To fulfill this requirement I used a combination of template overrides, and CiviCRM's translation system.  

First up I should point out that if you do want to go down this path you need to make clear to the client that this will take a fair amount of effort up front (hopefully less...

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21 February, 2012
Filed under v4.1, Drupal, Extensions

If you've recently upgraded to CiviCRM 4.1, you'll need to upgrade your webform_civicrm as well. Versions 2.3 and below are not fully compatible with Civi 4.1. Version 2.4 is, and will be released in the next couple of days, especially if I get a few comments on this post from people who have sucessfully tested it! The latest -dev is stable and working, so please feel free to download it and try it out on your 4.1 site!

Note: webform_civicrm 2.4 is not backwards-compatible with older versions of CiviCRM, and should only be used with 4.1.x

New Features In webform_civicrm 2.4

  • Adds contact image and language pref fields
  • More options for matching/updating existing activities
  • Support for new multi-valued contact sub-type
  • Improved group and tag fields
  • Can include the entire webform submission in the activity details, as well as an edit link
  • Can generate a contact checksum for...
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15 February, 2012

The team is excited to announce the first stable release of version 4.1  - with support for Drupal 7, Drupal 6, Joomla 1.7/2.5, and Wordpress 3.3. You can download the release now from Sourceforge.

We strongly recommend that you upgrade a test copy of your site and review your critical workflows before upgrading your production site. You can also test-drive the release on each platform using the public demos:

Please report any bugs or issues on the appropriate forum board (...

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13 February, 2012
By Stoob

There have been several hook() or Drupal module based solutions for "members only" pricing for events or for other 'discounts' related to memberships.

 

I take a different approach by using only jQuery and blocks in Drupal 6.  For those who use Drupal 7 you can adapt this code with Drupal 7's new javascript namespace and Joomla folks could even make use of this in custom TPL files.

 

The whole concept of this code is that any 'member only' fee label must contain a specific word or phrase, in my example this word is "Member".  Staff must be trained to do this - it is relatively simple to do so.

 

How it works:

1. Place this code in a block, selecting "full HTML" or "unfiltered" input type, and assign the block to an inconspicuous region in...

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11 February, 2012
By xavier

Hi,

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...

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11 January, 2012
By lobo
Filed under CiviCRM, Drupal, Joomla, WordPress

CiviCRM had a very successful year in 2011. The project grew significantly in different areas and we made progress on a few long standing issues. The biggest change in our opinion is the increase in community involvement across all aspects of the project.

 

  • We had 1 major release  which supported Drupal 6, Joomla 1.5 (v3.4) and Drupal 7, Joomla 1.6 (v4.0). We also had 13 minor releases in 2011. A chart of the types of organizations using CiviCRM can be found here along with the usage of various components.
  • We held the 2nd North America CiviCon in Chicago which was organized by Young-Jin Kim from  Emphanos. The...
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09 January, 2012
Filed under CiviReport, CiviCRM, Drupal

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.

Key features

  • 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...
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22 December, 2011
By lobo

The CiviCRM team invites you to CiviCon 2012

 

CiviCon – the annual conference for CiviCRM developers, implementers, administrators and users – is happening in the San Francisco Bay Area on April 2nd. Early bird registration is just $75 and ends less than a month away on January 30th, so reserve your spot now.

CiviCon is the annual CiviCRM event bringing together the people who develop, design, implement, administer, and use CiviCRM. We'll have great speakers, breakout sessions and panels highlighting real-world examples of nonprofits growing and sustaining relationships using CiviCRM. Find out about the future of the platform through discussions with the core team. You'll have ample opportunity to ask questions, meet other users and developers, make valuable connections, and get involved in the community.



 

Are you staff...

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19 December, 2011
Filed under CiviReport, CiviCRM, Drupal
A client of mine at NS Web Solutions is looking to solve a problem involving the way their users need to handle reports.  I think this might be common enough to be relevant for others, so here's a bit about what we're planning to do.
 
Note: This is based on a short forum thread here: http://forum.civicrm.org/index.php/topic,22307.msg93500.html
 
This group has a large number of users who all rely on a variety of existing reports to do their work. When a report isn't just exactly right, users with "access Report Criteria" permission have the option to change the report criteria to modify the report, but of course that's only for a one-time use; if they want to use those same modified criteria the next day, they have to configure them all over again.  To get that that configuration saved for later use,...
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15 December, 2011
Filed under API, Drupal, Extensions

I've just released a new version of the CiviCRM Webform Integration module for Drupal 6 and 7.

This module provides a flexible and powerful way to create forms linked to the CiviCRM database. Version 2 of the module is built for CiviCRM 3.4/4.0, and can create and update contacts, group subscriptions, tags, relationships, cases, activities, event participants, and custom data.

New in 2.3:

  • Contact Clone Feature - a real timesaver for multi-contact forms
  • Now works with event registration limits
  • Improves Group Subscriptions
  • Deduping works with shared addresses
  • Better and more consistent performance with Country/StateProvince chainselect
  • Other minor bug fixes

Future Plans

If you're interested in the future of this module, check out ...

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