In this blog post I want to show how you could use the new form processor extension to handle form submissions from an external website.
My (imaginary) organisation provides buddies for young people and the form on our website is submitted when somebody is interested in becoming a buddy for a teenager. We ask for the name, address, e-mail, telephone number, birth date and gender.
After the person has submitted the form one of our employees should make an intake phone call with the person and this should happen within a month.
When the form is submitted we want to have the following situation in CiviCRM:
- A new individual with subtype Buddy is created
- The new individual is added to the group 'Interested in becoming a buddy'
- An activity of type 'Intake' is added and scheduled a month ahead
In this blog post I am going to show how you could create...Read more
The constituents of NGOs and nonprofits regularly leave the workplace to work with the local communities or vulnerable groups. As a result, members of organisations often lack an access to the CRM system and cannot find the necessary information on their cases during the fieldwork. Agiliway has developed a mobile application for CiviCRM - CiviMobile - that allows organisations’ members to reach their CiviCRM databases anywhere and anytime .
The first basic version of CiviMobile allows users to establish a secure connection to the CiviCRM databases and search for the necessary information. In particular, the current...Read more
This is a first blog post about how we build the team portal for Roparun.
But first what is Roparun? The Roparun is a relay race of over 500 kilometres from Paris and Hamburg to Rotterdam, where people in teams, take part in an athletic event to raise money for people with cancer. It’s also called an adventure for life. This is also clear from the motto, which for years has been: ‘Adding life to days, when days often can’t be added to life’.
So each year Roparun organizes this race and around 400 teams participate in the event. The first part of the project was to setup donation functionality and that is working right now.
The next part of the project is to create a new portal for team captains where they can manage their team data, (e.g. name of the team, start location and the individual team members). We...Read more
A little while ago the team here at Compucorp wrote about Shoreditch, the first CiviCRM “theme’ extension. Over the past few months, we’ve been hard at work on a series of updates and changes ready for the theme’s release in a few weeks time! With much of the work on this first stage now completed we’re pulling back the curtain to give a peek at what’s in store.
We’ll be following up shortly with more technical details about what this means for developers and how to migrate to Shoreditch or start using the new Bootstrap styles (yay!) but in the meantime let’s take a little look!
Colours / Colors...
So, what’s changed? Well, the most obvious difference is the adoption of a new colour palette which significantly improves both the...Read more
While CiviCRM has undergone major updates and re-organization under the hood since the platform was started in 2005, it's User Interface has largely remained the same. This is all about to change with the introduction of the new Shoreditch Theme for CiviCRM.
This new theme modernizes the CiviCRM Interface in a thoughtful way, better utilizing screen real estate and creating consistent treatment of design elements to better highlight the things you want to see and minimize the elements you don't.
It's a stunning transformation and mostly thanks to the efforts and vision of the Compucorp Team. You can read a more in depth comparison to the UX evolution of other platforms like Salesforce and Blackbaud's Raisers Edge...Read more
Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.
I started the sprint to work on a new extension the form processor. This idea came to my mind as I had a few clients at which I had to develop a custom api for data coming from their website (in those cases CiviCRM was separated from the website). And my idea was that I wanted to give system administrator and implementers a tool in which they could create those kind of API by themselves. So the form processor was born.
Below is a sketch of the screen of the form processor (click the image for a larger preview):
The form processor is designed so that the user first defines the...Read more
Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.
However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…
The CiviCRM Pivot Report extension intends to change all...Read more
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?
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:
- Mailing...Read more
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 ...Read more
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...Read more