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...
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...Read more
I would like to get feedback on this new search extension I have tested this successfully...Read more
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,...Read more
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...Read more
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...Read more
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...Read more
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
Getting the Data InCreating a case for a new prospective student is simple: just log in to... Read more
- 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...