18 November, 2019

In 1992, there was a little known new thing called the world wide web. By 1995, it was a "thing". Now, what exactly do those quotes do to the word "thing"? And what does this have to do with "entities"?  Cue my favorite programming joke.

Q: What are the two hardest problems in computer programming?

A: Naming things, garbage collection, and off-by-one calculations.

All of that joke is true, but it's the first problem that is the point of this blog post. Because "entity" is just a fancy word for "thing", i.e. coders have the same problem naming some "things" as everyone else does.

What is an Entity?

Just as in our vernacular usage, an "entity" is a "thing with something extra", and it's the "extra" that makes it an entity. To make it more concrete: lots of things can be entities, and in CiviCRM, all contacts, contributions, and events are entities. It's not to hard to think of a contact as a "thing", but in fact, a lot more things in CiviCRM are...

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23 October, 2019

Building a WordPress website with integrated CiviCRM is now even easier and more awesome. Add a new plugin to your toolkit with the Content Views CiviCRM plugin, https://github.com/agileware/content-views-civicrm

The Content Views CiviCRM plugin integrates the fabulous Content Views plugin, https://wordpress.org/plugins/content-views-query-and-display-post-page/ with CiviCRM, utilising the new Data Processor extension, https://lab.civicrm.org/extensions/dataprocessor

The Data Processor extension makes it incredibly easy and flexible to create new data sources for Content Views, which can then be used to design the layout and presentation of CiviCRM data on your website.

Content Views CiviCRM also supports features included with Content Views Pro...

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12 September, 2019
By DaveD
Filed under Tips

Credit goes to other people but I wanted to point out a new setting now available as of 5.17.0 that should speed up most sites. At worst it should have no effect. It's like that button on traffic light poles - you press it and sometimes it does nothing but sometimes the light changes faster. Either way you're no worse off, except they now have your fingerprints on file.

For the impatient, just add this line to your civicrm.settings.php file: define('CIVICRM_TEMPLATE_COMPILE_CHECK', FALSE);  It's described at this link in the admin documentation. While this setting might eventually be the default, at the moment you need to add it manually.

CiviCRM uses a 3rd party tool called Smarty. What developers do is write code and words and numbers and mix them all together semi-randomly and put them in files. Some of them are smushed together in a way that Smarty...

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20 August, 2019
By roshani

Plastic Pollution Coalition is a project of Earth Island Institute. We focus on:

  • Bringing together people, organizations, and companies worldwide to end plastic pollution,
  • Raising awareness about the plastic pollution crisis, through news, guides, templates and toolkits, 
  • Encouraging and supporting individuals, organizations and companies to innovate and advocate for alternatives to plastic.

NationBuilder to CiviCRM Migration

I started working as the Technology & Digital Operations Director with Plastic Pollution Coalition in June 2019, and by the end of July 2019, we had to migrate from NationBuilder to another CRM! One...

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21 March, 2019
Filed under CiviCRM, Tips

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Option 1: Add Them to Your Search Results

By default, CiviCRM is set to search only primary information.  However, this is a very easy thing to change.  Go to Administer > Customize Data and Screens > Search Preferences, and find the option labeled “Search Primary Details Only.”  (See here if you’d like a visual.)  Set that to no, and...

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08 August, 2018

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...

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10 July, 2018
Filed under Tools, Tips, Training

Last year at #17NTC, I met a consultant who reminded me of the dreaded phone call, “Hey, a colleague referred me to you and I want to get a quote for moving to CiviCRM.” Those phone calls are often challenging, as the client hasn’t done much in the way of organizing their needs and helping us help them.

Since that time, the consultant (Betsy Block at B3 Consults) and her partners (Public Profit) released a toolkit funded by the SH Cowell Foundation to help our clients be great clients—the Making Wise Decisions toolkit. The toolkit asks folks to take a brief quiz first and helps nonprofit organizations think about their system readiness. The toolkit itself helps nonprofit organizations organize their materials around:

  • Objectives in implementing new system

  • Program...

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20 April, 2018

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...

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26 March, 2018
Filed under CiviMail, CiviCRM, Extensions, Tips

I've had a few requests from clients recently with queries around updating contact details and permissions with the new GDPR data protection legislation coming into force in Europe in May.

As a result I've developed two very simple extensions which I'd like to share:

Contact Checksum

This extension provides a simple UI under the contact summary via Actions->Contact Checksum.

When opened a simple UI is displayed with information and example links to use in emails when sending personalised / "update your details" links from CiviCRM.

Available from https://civicrm.org/extensions/contact-checksum-ui

 

Opt-In Communications Fields

This is a simple extension that provides a set of "Communication Preferences" custom fields for each contact.  Email, Phone and Mail(Post) are provided.

 

The fields are provided as "Yes/No" fields so that when...

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22 March, 2018

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...

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