Tips

End-user tips and tricks go in this category.

GMCVO Databases CiviMail Masterclass

Published
2017-07-04 02:51
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Based on feedback from clients, we're launching a series of Masterclasses this year. They will provide an opportunity for you to deepen your knowledge and skills in a particular area of CiviCRM. These courses will assume that you have a basic understanding of CiviCRM as a Contact Management System.

CSV Import Helper extension released

Published
2017-01-30 02:58
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Got a load of spreadsheet data from a 3rd party to import as activities/contributions but it's not matched up with contacts? Want an efficient way to reduce duplicates caused by messy spreadsheets? This extension might just help.

PSA: Please verify PHP extension "mysqli"

Published
2016-07-19 18:17
Written by

To ensure that CiviCRM continues to work with standard, contemporary PHP hosting platforms, a future version may make a subtle change in hosting requirements. We expect this to be mostly seamless; however, we're looking for administrators responsible for sites running a recent CiviCRM (e.g. v4.7+) to spend a few minutes to help ensure a smooth transition.

Q: I'm not too fluent in geek-speak. What should I do?

Forward this to whoever manages your server. If you work with a CiviCRM partner, they may be thinking of you already.

Mapping it in 5-10min - a CiviCON 2016 Lightning Talk

Published
2016-07-09 11:31
Written by

Someone asked me to post this here - so that he can give it a try!

I did a Lightning Talk at CiviCON 2016 showing how you can put your Contacts on a Leaflet Map. It only takes a few minutes to put your CiviCRM Contacts on a Leaflet Map if you're using Drupal. Leaftlet is an open-source JavaScript Library for interactive maps. In addition what's really cool is that you can color the PIN based on the value of a CiviCRM custom field!

I've posted the details in a QA format including some of my slides from my CiviCON Lightning Talk on CiviCRM's StackExchange site:

Using Civi to track Major Donor and Grants cultivation

Published
2016-06-27 12:01
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I’d like to pose a question to users of CiviCRM that is not particularly technical.  It’s more to do with using the existing features of Civi in the most effective and efficient way to do 2 very important things...cultivate Major Donors and apply for Grants.