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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24 April, 2017

Not too long ago, we wrote a little blog post about some of the work we’ve been doing for CiviHR's new user experience and visual design and after months (and months) with our paintbrushes out it’s finally time to take the lid off the next phase of that project... integrating that look and feel into CiviCRM core…

The outcome is a new “Theme” extension for CiviCRM called “Shoreditch” that you’ll soon be able to download and install to completely update the look and feel of your CiviCRM installation!

The “Shoreditch” Theme

The new look and feel is based on the style toolkit that you can find here:

https://invis.io/V4AOSDWKE

We’ll follow with some more technical details of the theme in a later blog post, but what you of course want to see is how does this actually look… and in true Extreme Makeovers style...

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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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