14 April, 2014
By totten

CiviCase is a case-management system for tracking multistep interactions with constituents -- such as social support services, constituent services, and applications for employment. The CiviCase toolset enables organizations to provide a more consistent quality-of-service to their constituents by setting out a base timeline for the services to provide to each constituent. This is a powerful tool that can be adapted to a variety of organizations and requirements. Unfortunately, the initial configuration process for CiviCase currently requires some technical skill -- the site administrator must prepare an XML file, copy the file to server, test, and repeat until the XML file is just right. Thanks to the support of the National Democratic Institute, that's going to change -- we're going to make it easier for site administrators to setup CiviCase without requiring deep technical skills.

The...

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25 February, 2014
By teja
Filed under Interface and design
CiviCRM is a stellar example of how technology and internet have emerged as crucial components in improving the efficiency of organisations. From non-profits to governments, CiviCRM has helped people manage their workflow effortlessly. A vibrant community and open-source nature of the project have made sure it adapts and evolves to keep up with diverse needs of organisations around the world.
 
Google Summer of Code 2014 (GSoC), recently announced by Google, is another opportunity for CiviCRM to forward this cause. An initiative to support open source software projects, it pairs prospective students with organisations for a summer of coding. CiviCRM has been selected as a mentoring organisation for GSoC 2014 and I am a CS undergrad from India looking forward to code...
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27 January, 2014
By kreynen

Did that get your attention?

Unfortunately it's not as simple as just coming up with ideas and waiting for a check from Google. As a community, CiviCRM has to apply to even be part of the program. We are still looking for both more project ideas and more mentors to include in CiviCRM's application to be a mentoring organization in Google Summer of Code 2014.
 

I've been told this blog post was too long. So the tl;dr summary is that organizations with project ideas and developers interested in mentoring a Google Summer of Code student should add their ideas and information to Google Summer of Code 2014 Wiki.

At this point in the process we are trying to make CiviCRM appealing to both potential students and Google. Several months ago we started updating the wiki of project idea...

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11 December, 2013
At Green Renters we have tried to incorporate as much of what we do into CiviCRM as possible, we figured that there was no point having a central repository of how everyone engages with our organisation if the information wasn't complete, so we sought to consolidate as much of what we do into CiviCRM as possible. This is a post explaining how we incorporated and integrated project management and accounting into our CiviCRM.
 
Caveats
We are a small and simple organisation, so have simple requirements for accounting, project management etc… So the data objects present in CiviCRM for undertaking these tasks work for us. If you have more complex requirements, then they probably wont work for you.
 
There's a reasonable amount of Drupal integration here, these could be replaced with CiviCRM functionality such as reports, profiles etc if you wanted...
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28 November, 2013
By Ruchi
Filed under Interface and design
India has over 3.3 million registered non-profits (one for every 400 people!), many of which are growing and looking for better solutions to manage their fundraising efforts. There is an immense and exciting opportunity at hand. 
 
My team works closely with several non-profits that use CiviCRM in India, of which some have an international presence. Over the last six months we have had the opportunity to introduce CiviCRM to many other non-profits, who were very impressed by the wide range of functionalities already built into this affordable CRM. 
 
However, there are a couple of features, not yet present in CiviCRM, which would make it much more useful to fund raisers in India. I am sharing one of those requests here, for your feedback and suggestions. In particular I would very much like to know if this issue is also requested by users in other countries.
 

The Context

 ...
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29 October, 2013
By xavier
Hi,

Fair warning, this post is intended to the technical part of our community, if you don't care about the architecture of civi, please skip this one, I'll come back to you soon with awesome datavisualisation and an interview of Micah about security and privacy (you'll like it).

And if you read anyway, I'm a bit of a drama queen and some of the mountains I describes are probably hills, at best.

Various components of civicrm were chosen at the start of the project, when the top of the art in php component was the PEAR repository and dinosaurs were still roaming the earth. Most of them didn't age that well and there is a broad consensus we need to replace them at one point or another. We've already replaced our javascript framework and moved from dojo to jQuery and some ajax heavy part of the interface are benefiting from backbone+marionette for instance.

Replacing the...
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23 September, 2012

As part of the Bristol Civi Sprint a proposed new layout has been suggested for the existing Find and Merge Duplicates page. The page is used to add / edit Duplicate Matching Rules for the individual, organisation and household contact types. This wouldn't involve changes to the way the Merge Rules work but the changes will make the page easier to use and understand.

 

This would include changing the use of the confusing terms 'Strict' and 'Fuzzy' to 'Front End' and 'Back End' respectively.  On-screen help text will explain what the terms mean and how to use the page features. The names of the Rules would also be altered so they reflect the fields used to identify a matching contact.

 

A mockup of the proposed changes can be found here;
http://wiki.civicrm.org/confluence/display/CRM/Find+Merge+UI+Changes

20 August, 2012
Filed under Interface and design

At our last big sprint there was some good discussion about ways to clarify the filtering conventions used on many of the search forms. One specific area that seemed to need "help" is the set of checkboxes for filtering on Pay Later, Recurring and Test contributions. Here's the current version of that section of the form:

With the checkbox interface, it's not obvious what effect checking the box has. Does it cause the search to ALSO include Test contributions (for example), or to ONLY include Test contributions?

Samuel Vanhove from Koumbit followed up by posting a suggested set of changes to the Find Contributions form recently here. Coleman and I discussed the proposed changes and came up with a few alternative approaches. Coleman also pointed at that the use of the word " - select - " on the dropdown filters was not...

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22 July, 2012
By totten

Brian Shaughnessy (lcdweb), who has been working with the New York State Senate's CiviCRM project, recently raised the issue of simultaneous editing: What happens when two users simultaneously make changes to same contact record?  We've held a few discussions on IRC to examine the issue and draft some solutions.  We would appreciate further feedback and ideas on how to address the issue.

The Problem

As described by Brian:

The issue is that if you and I get into the same record around the same time, and you save the record first, when I save, it will overwrite your changes.  So let’s say you add a middle name, and I get in and add a birthdate.  The data is not in conflict, and both changes should be preserved, but they aren’t -- when you save the birthdate (where the edit form was loaded before I saved the middle name), the empty middle name overwrites the value I had saved. 

The...

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11 April, 2012

We are currently working with an organisation that has a staff member that accesses their machine using a screen reader only (he uses Jaws). He has been working hard to see which core bits of CiviCRM (4.1.x on Drupal 7) he can access and has fantastically been working with us to feedback. In some instances we have been able to hardcode in menu links etc to increase his level of access.

This is real feedback from a user with genuine access requirements. Hopefully his experiences can lead to core code changes which will increase the accessibility of the system in the longer term for other users. We are also looking for ways in which we can increase his access levels in the short term. Please comment if you have any thoughts on core code changes that would make a difference, if you would like to get involved or if you know of users that have had similar experiences.

 

Generally he can navigate round a contacts summary screen, edit users, search via the basic Find...

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