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...
For anyone who is using pricesets and/or automated recurring contributions with a payment processor, you will probably enjoy the 3 custom searches that you can download here
Custom search "Recurring Billing": This was designed to help the administrative/financial staff review and reconcile all their automated recurring contributions in one place. It works no matter which payment processor(s) you are using. However, the layout of the columns is designed to match the layout of the ARB report within the Authorize.net system. The expected workflow is that the staff would run the ARB report at authorize.net, then run this new custom search in CiviCRM and verify that the total number of subscriptions matches accross each system. If the total number does not reconcile, then this new custom search can be used to help identify the disconnect.
This time of year I would normally be entring data from hundreds of sheets of paper, struggling to read people's sloppy handwriting and feeling like I was a slave to our database. But instead, I'm viewing reports on phone calls, pledges and donations, generating reminders and thank-yous -- with no data entry required!
The old way
For years our school has had the tradition of holding a "phonathon" to raise funds. We'd gather about 30 volunteers for a festive night of making calls, eating cookies, and coming together to support the important work we all do for peace, justice and sustainability education. This is how we used to do it:
- The name, phone number, address and giving history for each donor were printed on call sheets - 1 per page. This was done by exporting a spreadsheet of contacts, then mail-merging it into a Word document.
- Each volunteer would take a stack of these...
I think there were few discussion in the forum about adding 'Custom Data Group' with multiple records in a profile. We wanted the same for one of our clients, who wanted an Application Form in which they wanted to collect Qualifications and Experience, which obviously is multi-record custom data against contact. As they needed it in a very short period of time, we managed to do a work around to accomplish this. As usual, the wonderful CiviCRM API version 3 and hooks come to the rescue.
So the aim was to expose the fields under the multi-record custom group in the contribution page(using buildForm hook) and allow the users to enter multiple rows and save it against the contact(using API).
We created a drupal module which does the following
- Allows admin to set the custom data group, for which the fields can be exposed to the contribution page. View Screenshot...
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
If you're interested in the future of this module, check out ...Read more
In doing some research for a potential project, I was exploring what kinds of eAdvocacy options were available to plug in to CiviCRM. Many of the big commercial eAdvocacy tools have big commercial price tags to go with them (and don't integrate directly with CiviCRM besides).
"The problem is not in building a solution... it's maintaining it. Most of the congressional offices utilize a web form as the only method of sending email. These forms often change, are replaced with new code, new systems, the member redesigns their site, someone new comes in, there are many reasons why this changes. What the big advocacy firms do is monitor these sites for those changes and...
New Features in Version 2
Handling multiple contacts and contact typesInstead of processing a single contact per form submission, you can now have as many contacts on the form as you like, and they don't all have to be individuals. A simple use for this would be to allow a person to fill out their own...
Texting - sending short messages via sms to cell phones is a powerful but untapped tool for community organizing. Recent Pew Internet studies have shown that young people of color use texting far more than other demographic groups, and increasingly access the internet and communicate solely through their mobile devices. Given this, texting has tremendous potential to help community organizing groups in the US communicate with their members.
Attempts to incorporate SMS in the past have stagnated (http://wiki.civicrm.org/confluence/display/CRM/CiviSMS) A few important things have changed since then: the use of texting has gone up dramatically, particularly in the United States and the emergence of SMS application framework providers has made it easy and affordable to both send and receive sms messages.
While there are still some cost and opt-in barriers that need to be addressed, PTP believes that part...Read more
For Joomla users out there, you may be interested in a few new and updated 3rd party extensions that provide integration with CiviCRM. A semi-complete list of available extensions with their descriptions can be found here: http://wiki.civicrm.org/confluence/display/CRMDOC/Joomla%21+Extensions+for+CiviCRM+%283rd+party%29
Of particular interest are a few for Joomla 1.6+ users:
- CiviSearch Plugin: this links CiviCRM event titles, summaries, and descriptions with the native Joomla search capability. Just install and enable it in the plugin manager. There is one configuration option where you can choose a menu item to be used when the event information links are generated in search results. It's compatible with Joomla 1.5 and 1.6+
- CiviCRM Group Sync: modeled after the Drupal group/roles sync module, this component + plugin connects...
Like many others who have no doubt gone before me, I found myself spending a large chunk of time this week finding and merging duplicate contacts. Civi's deduping UI has gotten a lot better lately, and I love having the ability to go through it more quickly than before. But deduping is only as good as the queries it runs, and of course prevention is better than cleanup.
Here are some observations of how all those dupes in my DB got created:
- People treat nicknames and first names interchangeably -- Bob might call himself Robert on one form and Bob on another, and not even notice he's doing it.
- People change email addresses like they change their shoes!
- Ditto for phone numbers and addresses!
- Phone number is currently just a textfield, so deduping on phone is almost useless (555.5555 doesn't match 555-5555 or 5555555 or 555 5555 and if you include area codes there's even more permutations)
- A slightly mistyped...