01 August, 2016

Do you need to allow parents to register their children? Tired of using custom data fields on a child to collect information about their parents and emergency contacts?    Would you like the information collected during the registration to create (or update) the various contact records needed in the back-office?  Then this blog post is for you.  This recipe creates a contact record for each child, each parent, each emergency contact, the household contact, and also builds the appropriate relationships between each contact.

With the current version of WebForm and WebForm-CiviCRM modules, and  some other extensions I am SO EXCITED about youth registration possibilities.  The 2 major pain points that I have encountered for youth registration have been solved:

  • Logged in parents can choose an existing child when filling out a WebForm! There...

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10 October, 2014
Filed under CiviCRM, Schools, Teams, Tips

This goes out to CiviCRM users (yes YOU too!), admins and developers.

A key productivity tool in my day to day life is a set of Q&A websites called Stack Exchange. They have different sites for all sorts, from programming through to parenting(!). Typically, I'm on the programming ones usually, but stay with me, this isn't about to get technical.

What happens is that I'm getting on with my work and I get stuck on a problem that I'm sure a million others must have solved before. Or I'm doing something and I'm sure that there's a better/simpler/easier way. After the preliminary web searches fail me I'll hop over to the appropriate one of these Q&A sites where I'll hit the Ask A question button and start typing.

First this makes me phrase my problem as a question, and one that other people will be able to understand. This is a great discepline and...

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13 December, 2013
Pogstone has created a new custom search that should help anyone dealing with events, pricesets and/or custom participant data. This search has the following features:
  - you can filter/view individual priceset options. (Such as search on participants who registered for a certain priceset session.)
  - Choice of 3 layouts: one row per participant, or one row per line item, or summary totals for each line item option. 
  - Choose which columns to include in the results
  - Includes memberhsip type and membership status in the results
  - Includes information about who the participant was registered by, and any participant custom data
  - Includes age of the participant. (You can control the date used to calculate the age, such as using Sept. 1 for school/youth events. ) 

 I would like to get feedback on this new search extension  I have tested this successfully...

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06 September, 2013

There is a new native extension available for allowing parents to register their children for events within CiviEvent.  Tired of using custom data fields on a child to collect information about their parents and emergency contacts?    Would you like the information collected during the event registration to create ( or update ) the various contact records needed in the back-office?  Then this is the extension for you.  It creates a contact record for each child, each parent, each emergency contact, the household contact, and also builds the appropriate relationships between each contact. 

Pogstone (http://pogstone.com - Now a founding partner of CiviCRM) is happy to be able to sponsor and develop this extension for the CiviCRM community. We had help along the way from others: Thanks to Joe Murray and WebAccess for their contributions to making this extension happen.

To download the extension,...

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18 March, 2013


Lisa presented this work at the SF Meetup in March. Her presentation slides are here

Three years ago I set up a Drupal-based community site for our children’s K-8 public charter school. As the school’s needs grew, I integrated CiviCRM to enable online enrollment, tour registration, ticket sales, volunteer hour tracking, and other functionality that had previously been accomplished through unwieldy paper forms.


As I began to work more closely with a local arts education non-profit, I realized the lessons I had learned from working on the school site were directly applicable to the organization’s needs. SFArtsED runs a summer camp program for children. Till this year, all registrations were completed  on a paper form that was sent, along with a check, via snail mail. The Registrar mailed back four forms to the parent, who filled them out and mailed them back to...

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24 July, 2012
Filed under CiviEvent, Extensions, Schools

I blogged a while ago about "Putting the R back in CRM" about the limits on relationships in the self-service areas.   Well I am happy to have an update.  I  (Pogstone Inc) have sponsored the creation of a new extension ( along with JMA Consulting).  This extension is taking advantage of the CiviCRM extension framework for modules, so it should work under Drupal, Joomla or Word Press.

The extension is designed to enhance event registration for the scenario where a parent is registering their child or children for an event, such as a school program, camp program, or any other youth program. It will allow the collection of data about one or both parents, the children, and several emergancy contacts.  To register multiple children, the standard checkbox "register multiple participants" would be used.  Upon submission, the module...

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10 July, 2011
Filed under CiviCRM, Schools

Since CRM stands for Constituent Relationship Management, one would expect to have robust capabilies for dealing with relationships. This expectation is met when using the staff areas of CiviCRM.

However, in any of the self-service areas such as event registration profiles, membership profiles, and stand-alone profiles then relationships are missing.  Each profile can only be used to collect information about a single contact.


This lack of support for relationships causes headaches in the following situations:


- An organization has an intake form for new clients, where they need to get emergancy contact information, and spouse information.  They would like to use the relationships "Emergancy Contact of" and "Spouse of"


- An organization has an application form for someone applying to be a volunteer. They need to collect 3 personal references for this person. They would like to use the relationship "Personal...

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25 April, 2011

Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.

Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.

Here's some background on Using CiviCRM from Packt's site:

What you will learn from this book:

  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get...
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24 October, 2010
A few months ago as our organization was just starting to use CiviCRM, Dave Greenberg recommended that we look at CiviCase as a solution for our admissions team to keep track of prospective students. As a collection of activities associated with a client, CiviCase looked like a great way to record our interactions with potential students as we made initial contact, followed up, received communication from them, sent more info, and then accepted their applications. From a DB point of view, yes, it is a nearly perfect way to store that information. But from a UI point of view, we had a long way to go before our admissions team would be able to painlessly get the data in, work with and update it once it was there, and then be able to get it back out in the form of reports. Here's what we did to make that happen (and more!):

Getting the Data In

Creating a case for a new prospective student is simple: just log in to... Read more
22 July, 2010
Filed under Architecture, Drupal, Schools
A school needed an online admission application process to be developed and integrated with CiviSchool. The application form is a different workflow from the online family forms. Web Access helped convert this idea to working application as part of the CiviSchool Project. I have been working with Web Access on this project and we have completed most of it. Now seemed to be a good time to let everyone know about what we have done so far. Here is how the admission workflow is -
  • Parent account setup : A parent goes to the school site and uses a civicrm registration profile to create an account and enters the site. The account automatically gets assigned a "Applicant Parent" subtype.
  • Filling admission application...
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