Tips

End-user tips and tricks go in this category.

Extension to configure CiviCRM items

Published
2016-02-19 08:09
Written by

CiviCooP is working with Emphanos on a nice CiviCRM project (of which I am sure Young-Jin will blog at some point in the near future). As part of this project I developed a specific extension that creates or updates Activity Types, Contact Types, Custom Groups with Custom Fields, Event Types, Groups, Membership Types, Option Groups with Option Values, Relationship Types and Tags from JSON files.

So for example there is a JSON file for activity types which looks like this:

PSA: Gmail un-encrypted e-mail warnings

Published
2016-02-15 16:28
Written by

On 9 February 2016, Gmail announced it would warn users when they receive e-mail that was not encrypted by the sender. After all, e-mail often includes personnal information, but has historically never been encrypted. A webmail might use https, an IMAP account is usually using encryption as well, but users do not have an easy way to know if the communication between two e-mail servers is encrypted. Gmail therefore introduced a small red open padlock in the e-mail header to warn users if the communication was not encrypted.

New Extension Finds Zombies

Published
2015-10-31 09:52
Written by

Your CiviCRM installation may have undead contacts.  Contacts are marked as deceased in CiviCRM by setting the is_deceased column to 1; living contacts are marked with 0.  However, it's possible for import mistakes to cause contacts to have a value of null for is_deceased.  The result is that the contacts don't appear as dead when you view them, but they're excluded from mailings and other features that filter on is_deceased = 0.  The same goes for Do not mail, Do not email, and so forth.

Leveraging CiviCRM Email-to-Activity Processing in Gmail

Published
2015-09-15 15:45
Written by

CiviCRM has a great feature that allows it to check email boxes and add new contacts and activities based on the emails in that box. Gmail has an awesome system of tags and filters. Emails in Gmail can be very tagged and sorted using a vast number of criteria. Together, Gmail can filter and sort large volumes of email with excellent accuracy, then CiviCRM can import the relevant, and only the relevant emails into the contact records.

CiviCRM Administrator Job Description

Published
2015-07-14 11:50
Written by

I am often asked by our clients to help with hire a CiviCRM administrator.  This can be a new hire or a promotion of someone within the organization.  Although every organization has specific needs, I've found the below job description to be helpful as a starting point.  Hopefully you can find it helpful as well.

 

Civi911: the first 6 months

Published
2015-05-04 07:17
Written by

My colleague Tommy has been leading our response at AGH Strategies for Civi911 calls that come in, and he's noticed a few common themes.  I suspect that you may encounter some of these same issues, and this might save you some time and money in addressing problems that crop up on your CiviCRM site.

Using Views Bulk Operations to alter CiviCRM data

Published
2015-04-13 18:10
Written by

Views, VBO and CiviCRM Entities modules provide an interface for bulk updating Civi data; updating Participant status for attendees 'at the door', entering 'end dates' for multiple Relationships, etc.