29 May, 2017

We’re pleased to announce that the Mosaico extension v2 is finally available to download!*

Mosaico enhances the existing CiviCRM Mailing module to simplify the email creation process by allowing you to use a simple drag and drop mailing editor to create your emails. The Mosaico extension will then produce a responsive (suitable for mobile) and perfectly formatted email for you!

How do I use the new Mosaico?

1.  Mailing

With Mosaico Integration enabled, you will be led to the screen below when you choose to create a new mailing:

Here has everything you need to tell Civi about the mailing you are creating. This includes:

-...

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05 May, 2017
Filed under Tools, CiviCRM, Drupal, Extensions

CiviCRM Entity Reference Field is a submodule of the CiviCRM Entity project. One of the many advantages of installing the CiviCRM Entity module is the ability to use Drupal’s Entity Reference module to reference CiviCRM data from nodes, terms, or other entity types. Many people are using the Inline Entity Form module, which provides field widgets that allow you to create, edit, or delete a referenced entity from the parent form.

If you reference CiviCRM contacts via an Entity Reference field and use Inline Entity Form, you’ll often want to include the ability for the user to create or edit subsidiary CiviCRM entity types, such as the email, phone, and address entities. This can get tricky with CiviCRM integration. A regular entity reference field stores a target entity id in a Drupal field table of the Drupal database.  CiviCRM Addresses are stored in the CiviCRM database, and can be created by different types of users and in many different ways. In addition, Drupal...

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02 May, 2017

As of CiviCRM Entity 2.0-beta4 the sub module called CiviCRM Entity Price Set Field provides a Drupal field type for the Event entity type.  In this article we’ll review the features of this submodule and discuss how to configure and customize it to fit your needs.

event-edit-financial.png

Event Registration on the Event view page

When configured to display on the Event view pages, this field generates a registration form that supports:

  • Registering multiple Participants
  • Uses the event’s price set and all price fields of any type
  • Pay later or credit card transactions utilizing CiviCRM’s payment processing
  • Profiles
  • Default values for the profile fields corresponding to the logged in user’s contact information
  • ...
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28 April, 2017
Filed under Tools, Drupal, Extensions, Release

CiviCRM Entity 2.0-beta7 has been released.

Pick it up now at the Drupal.org Project Page

Changes since beta6:

Add Rules action Assign Contact to Group
Add Rules action Remove Contact from Group
Add Integration for IM entity
Add Integration for Website entity
Add integration for Contribution Recur
Add Rules event for CiviCRM Price Set Field 'After Successful CC Transaction'
CiviCRM Price Set Field , improved support for price fields with multiple checkboxes
Fix issues with CiviCRM Core Contribution Recur Views integration
Enable CiviCRM Entity Reference field on parent entity 'add', Inline Entity Form Single widget, for...

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25 April, 2017

CiviCRM Entity is a contributed module for tightly integrating and extending CiviCRM with Drupal. This module exposes CiviCRM API entities as proper Drupal entity types. This is HUGE as it allows you to make CiviCRM data available within your favorite Drupal tools such as Rules, Views, and EntityReference. I’d like to present another advantage of Drupal entity types, and that is Drupal fields.

By enabling CiviCRM Entity, you can add Drupal fields and associate with CiviCRM entity types such as Contacts and Events. In fact, any of the hundreds of Drupal field types can be used with CiviCRM Entity.  You may be asking yourself, “Shouldn’t I use a CiviCRM custom field? Why would you want to use Drupal fields?” The correct answer is, you should choose the right tool for the job.

CiviCRM is great at having the business logic and infrastructure to support event registrations. CiviCRM has price sets, price fields,...

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15 March, 2017

Before I started working as a CiviCRM consultant, I was a CiviCRM user at a small nonprofit. We got a large chunk of our revenue through grassroots donations, but we never had an opportunity to see how we compared to other organizations like ours.

(TL;DR – you should install the Individual Donor Benchmark Survey extension, run the report, and submit your survey response.)

Nowadays, some proprietary donor databases collect users’ data and publish reports, but besides being creepy, they can’t get good data without involving organizations directly. They also only cover users of a single software system.

Besides, how do you know the data covers organizations like yours?

The Individual Donor Benchmark Survey was developed by Third Space Studio to address these...

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28 February, 2017

Some of you will know, use and might even love the CiviRules extension. We certainly do! Quite a few of the organizations we support with their CiviCRM stuff use and love it, and judging by the question on StackExchange and issues and pull requests on GitHub quite a few more do too!

This is wonderful! But it also means that quite a few organizations are faced with the challenge of keeping CiviRules up to date with the latest CiviCRM versions. And want to make sure the functionality remains the same whenever new upgrades or little fixes to CiviCRM happen. So we think it would be nice if we were able to:

  • ensure CiviRules is compatible with the latest and greatest core CiviCRM
  • add a bunch of automated unit tests to CiviRules that would be run together with the core automated tests so we immediately know about bugs or software conflicts when something changes in core.

To make this possible we need funding. Initially some funding to make...

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02 February, 2017
Filed under Extensions

The CiviCRM extensions community is thriving. Presently there are 270 extensions listed in the Extensions Directory and countless more scattered around the Internet in GitHub repos and the like. Last year, 35 extensions were submitted for review in 2016, a 400% increase from 2015!

Unfortunately, only about 50 extensions are available for one-click installation within CiviCRM. The sharing of code is central to the ethos of our community, but our ability to reap the benefits of collaboration depends on our ability to communicate about our efforts. Increasing the number of extensions available for in-app installation will lead to:

  • increased attractiveness of CiviCRM as a platform, since new functionality is just a click away (à la Wordpress); and
  • less duplication of effort (last year I developed an extension that largely duplicated another partner's work because I didn't know their extension...
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30 January, 2017
Filed under v4.7, v4.6, Tools, Extensions, Tips

My clients regularly need to import data from sources such as Just Giving, CAF, and various other sources like Mailchimp downloads. The problem they had was that the data was a mix of contact and contributions, and some of the rows belonged to new contacts, others belonged to existing contacts. Sometimes they had a scrappy list of names and emails where the name was all in one field instead of split out. You know the sort of thing.

At the time (a few years ago) I knocked together a Drupal module to help pre-process this data so that it could be used efficiently with CiviCRM's built in import functions. I made it in Drupal because that was quickest for me to develop a solution and they used Drupal, but I've now re-written it as a native CiviCRM extension that should work for Drupal users, and the ever proud and cheerful (but wrong) Wordpress fans alike. Maybe even Joomla. ;-)

How does it help me?

It takes your spreadsheet (...

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09 January, 2017

JMA Consulting is pleased to welcome Jon Goldberg as our new Director of Operations effective today.

After a brief stint as a political organizer, Jon spent 13 years working in various capacities at a non-profit legal organization, primarily in IT.  In 2010 he co-founded Palante Technology Cooperative and started their CiviCRM department, where he worked for 7 years.  Outside of work, Jon can be found engaging in queer community organizing, (dis-)assembling electronics, and training parrots.

"I'm really excited to have Jon join us given his keen appreciation of how to help progressive organizations achieve their missions using CiviCRM. He's got a deep and wide knowledge of CiviCRM. I appreciate how he gives back to the community like through StackExchange, where he is the top ranked CiviCRM contributor," said Joe Murray, President of JMA Consulting and co-author of...

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