08 November, 2016

Some contributions to your organization might be sensitive if widely known. For example, a planned bequest might need to be kept quite confidential since the donor wants to keep its existence private from other possible inheritors or to remain anonymous about their large donation. Or you might want to restrict viewing of membership contributions to the Membership staff, and events registration contributions to your Events organizer.

The fewer people who have access to confidential information the better. Staff turnover in memberships, event organizing, or even volunteer access to some contribution information to help with receipts or fulfillment might endanger the needed confidentiality for sensitive bequests.

A little known feature was added to CiviCRM back in April to support hiding some contributions from some staff.

If you are a permissioned administrator you can navigate to Administer > CiviContribute > CiviContribute Component Settings, and enable ...

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10 October, 2016

Mosaico Phase II - CiviMail workflow integration

There has been a lot of enthusiasm about the initial release of the “Mosaico” mailing builder. For those who may have missed the news (see previous blog post here!), the Mosaico extension provides “Mailchimp like” drag and drop functionality for composing emails in CiviMail. See a quick gif below:

 

With kind funding from Healthwatch England; the teams at Veda Consulting, Compucorp and CiviCRM core are working on a second phase of work, to integrate the Mosaico email composer into the standard CiviMail workflow so you can use and compose your emails as...

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28 September, 2016

One of the top goals for the CiviCRM roadmap is to improve the theming to look good on more websites and devices. That's a big task and it won't happen overnight, but I want to stop and appreciate the progress we've already made plus other improvements in the works:

DASHBOARD IMPROVEMENTS

As of CiviCRM 4.7.11 the dashboard has a face lift. It loads faster, looks better, and refreshes itself automatically so you always have the latest information. And 4.7.13 will include a responsive layout that works great even on tiny screens.

MOBILE-FRIENDLY MENU

Thanks to Alice Frumin from AGH Strategies, we've released a ...

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16 August, 2016
By ypranay

***************************************************************** INTRODUCTION ****************************************************************************

My name is Pranay and I study Computer Science at Indian Institute of Technology (IIT) Kharagpur. I am a student developer working for CiviCRM as a part of the Google Summer of Code 2016 program.  

*****************************************************************************************************************************************************************

This blog marks the end of my Google Summer of Code 2016 journey. I would like to start off by first thanking Google for organizing a yet another successful edition of the Google Summer of Code and changing the face of ...

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26 July, 2016
By pkeogan
Who is the most important person navigating the CiviCRM website?  Without a doubt, it is the person looking to explore CiviCRM as a possibility for their organization. Making a good impression when this “uninformed user” first navigates to the website is critical.
 
Until recently it was difficult for the uninformed user to navigate the CiviCRM website. The website simply had too many options and it was unclear how best to proceed.   Too often this meant people getting lost in the site and not navigating to helpful pages.
 
In today's world people navigate websites faster than ever and expect to get the information they need immediately. No longer can a website expect the uninformed user to explore, they simply will not do it, they will get frustrated, and they will leave the site.  Websites need to be constructed in a way that drives user behavior.  All of CiviCRM’s competitor websites drive user behavior. 
 ...
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27 May, 2016
By jamie

Anyone who has tried to login to their CiviCRM database via their phone knows the feeling: utter helplessness. You would even be forgiven for thinking CiviCRM is actively hostile to the small screen.

This initial experience of the un-initiated CiviCRM user on the phone will probably remain until the eventual adoption of the Bootstrap framework (a CSS framework with built-in mobile/responsive elements).

What may be surprising to many, however, is that CiviCRM today is quite mobile friendly in all the important areas. You just have to put the pieces together.

After a long discussion on the Civi Partners list of the myriad ways CiviCRM developers have been integrating Boostrap into their projects, Allan Dixon started a page documenting them.

The Bootstrap page includes both the...

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20 May, 2016
By EvanC

About a year ago, IMBA's membership team noticed many of our members were renewing after their expiry date, and often after the "Lapsed" or grace period of two months we have in place. To help accelerate these renewals, our membership team decided to offer a "members only special"—a t-shirt normally reserved for $100 and up memberships for a lower membership fee of $50—if the member renewed as an "Early Bird" i.e. before their expiry date. Since this functionality wasn't readily available in CiviCRM, we made it a "call-in" special only, so a renewing member would have to phone up our membership team to take advantage of the offer. We had a positive response to the special, but it wasn't sustainable from a human resources perspective.

We decided to go digital.

Working with a contractor, we laid out several scenarios we'd like to use the extension—early bird renewal offers, special premiums for members who were expired, the ability to offer different premiums to...

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04 April, 2016
Click to play: "CiviCRM: Public autocomplete of organization names"
CiviCRM provides a "current employer" field for all individual contacts, and that field does some cool stuff. Namely, when you type an organization name into this field and save the record, CiviCRM automatically creates an employer-employee relationship between the individual and the organization. It's very convenient, and CiviCRM even presents it as an autocomplete when...
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18 March, 2016

It's becoming a common request from our clients to find user-friendly ways to integrate CiviCRM data with the rest of their Drupal website functionality. Oftentimes content creators without direct user access to CiviCRM need to do simple things, such as create, update, and delete contacts in simple, specific ways. 

Example Use Case

A hypothetical organization advertises various community service projects that they organize and coordinate. Each service project can have it's own page, created by adding a Project content type to display a description, images, videos, slideshows or other information for each project. You'll probably use a View to show multiple Project listings on a page. All that is standard Drupal site building content and functionality. No problem.

But what if the organization wants to display to the user the Project Coordinator(s), which they also want to store in...

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14 October, 2015

For a lot of new users, CiviCRM can be confusing and intimidating: there are many menu options, the software can do so much, they simply don't know where to start, where to get help, how to ... Get Started with CiviCRM!

Cividesk decided to tackle this challenge and has created a new dashlet that will be displayed on each user's home screen. This dashlet does provide an 'orientation' screen with pointers to documentation, helpful resources as well as links to the community. Here is what is currently looks like:

This new Getting Started dashlet is part of the upcoming 4.7 release (and you can test it on the demo site), but will also be part of the next 4.6 and LTS...

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