Have you ever wished you could configure the actions you can perform after a search in CiviCRM?
It is now possible to do this with the Search Action Designer extension.
An example use case
Your organisation works with activities and one activity is send a renewal reminder by postal mail 6 weeks before the end of the membership. The activity is scheduled with CiviRules when a new membership is created.
Now you want to do the following:
- Search on activity send renewal reminder by postal mail and status scheduled. Possible with the Find Activities
- You want to generate a letter for each activity Not possible in CiviCRM at the moment
- And you want to set the status of the activity to completed. Possible...
Agiliway continues actively working on CiviMobile - a mobile app that allows leveraging all the benefits of CiviCRM anywhere and anytime. The major change introduced in the second release was the ability to update CiviCRM data via mobile app. Current third release of CiviMobile has a set of new important changes complementing the mobile application with additional value.
What Is New
The new features that users are about to discover in the latest version of CiviMobile are:
We are glad to announce that CiviMobile – a mobile app for CiviCRM – is available for one more language, Italian. The new localization has been completed on demand of CiviMobile users from Italy who were actively reaching out asking for such an update. Now, users from Italy can both read the description of the application on AppStore and Google Play Market and use the application in...Read more
As we have notified earlier, Agiliway has released a native CiviMobile application to address the users’ need to use CiviCRM system on the go. The mobile application for CiviCRM built on React Native technology provides secure connection to CiviCRM platform and enhances user experience with the system due to unique smartphones’ features, such as being readily available, working offline, allowing to dial contacts in one click or...Read more
The Civi Summit was a great event - full of lots of nice surprises. One that stands out for me was that what started out as some wishful thinking - namely having the ability to provide on-page tours/tutorials - ended up with us being able to beta test a 'proof of concept' before we left.
While some amongst us (ahem) were sampling the whiskey and fine IPAs late in the evening along to the strumming of the musically-able folk, others remained focussed on their laptops - and in Coleman's case this meant getting us a working prototype of a tour/tutorial system for civi pages.
This will give us all the ability to create user guidance on the screen, with settings to determine which Group members get which tutorials, whether they can skip/defer and come back to them later, multi-language/translation options and lots more.
You will even be able to daisy-chain your tutorials together so a new user can take themselves on a very quick but comprehensive tour of the many...Read more
The recent DevCamp in New Jersey presented several sessions on new developments in CiviCRM land as well as showcased several of its inner workings. One session presented by Core Team member Tim Otten stood out for me: Form Builder. If you’re like me, you listen to folks like Tim with a great deal of respect and appreciation for what they say (and do). That doesn’t necessarily mean you understand everything he says, but you know enough to know that what he’s saying is probably right and well thought out! Occasionally, you do understand it though.
I’ve had one of those moments, and I wanted to report back to the rest of the world. As you might be aware, we kicked off a Make It Happen campaign to flesh out a working prototype of Form Builder. In the Make It Happen campaign we talk...Read more
I had always been thinking of developing a mobile app for CiviCRM and in the process of achieving the same, I have released an initial version of my mobile app just for Android named as SMARTCIVI.
What is Smartcivi?
Smartcivi is an Android mobile application for CiviCRM which is used for displaying CiviCRM content in Mobile Application – For now smartcivi is just a read only application.
In this version of SmartCivi you will have the following option listing a basic information of CiviCRM Data in the following.
- Login Page
Login Page: Allows you to get connected with your CiviCRM website using the below details
- Site URL: Absolute path of your CiviCRM location.
- Site Key:...
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 version of...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