If it’s taking too long, there is a faster way…
As I was getting ready to print our labels for this year’s Christmas cards, I first needed to add the address for about 80 of our clients in our CiviCRM. Piece of cake, right? Yes, if you take advantage of the Batch Update via Profile. Unfortunately, I was unaware of this feature, so this simple task took me a whole day to complete.
I performed a search for all of our customers’ employees. Once the results were displayed, I proceeded to edit each contact that didn’t have an address. In order to do this, I had to go to every single contact record. Every time I finished adding and saving the address to a contact, I would have to run the search again and then edit the following contact without an address. This was time consuming and cumbersome.
What I should have done instead, was:
Make sure I had a Profile with the correct fields...Read more
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Down here in Bristol, we’ve been putting more bones on the video project and talking to lots of people who want to be involved, so we thought we would give you an update on how things are progressing and what we need from the community at this point in helping developing the plans for the future.
We’ve now assembled 10 complete videos to cover discrete simple actions in CiviCRM and you can see links to these on the wiki. Our aim was to produce finished videos around 2 minutes long, but as you'll see they range from about 1 to about 3 minutes.
We've also been documenting the creation process which will probably be familiar to anyone who has done any video production in the past, but will hopefully be useful to contributors new to this activity. We’ve had some good tips from professionals (...Read more
CiviCRM has a lot of clever functionality but it isn't always easy to find. I wanted to share with people a very useful feature that is hiding 'in plain sight' on the advanced search form. I've pointed this out to folks a few times during trainings, and it seems to be something that quite a few people (even those that have been using CiviCRM for a while) have missed. Maybe this is because there are many other buttons competing for your attention on the advanced search page. Or maybe it's because once you have familiarised yourself with a page, it is easy to miss extra options that appear during upgrades. In any case, here is a quick look at what 'Display results as' can do for you.
Have you ever wanted to
- search for event participants but found the options in the Find participants screen too limiting? Maybe you want to find all event participants that were also members.
- search for contacts based on...