Tips

End-user tips and tricks go in this category.

Using contact subtypes for a clutter-free life

Published
2014-01-23 23:22
Written by

Every new install of CiviCRM starts out fresh and clean, with only the built-in data fields. However, as every organisation has its own data needs, we often find ourselves adding more and more custom fields to this. This can easily start to clutter your contact views.

An important way to avoid this and manage your custom data fields is to create relevant contact subtypes and assigning your custom data fields to those subtypes.

Tip from a CiviCRM Newbie: Updating Information in Batches

Published
2014-01-13 11:51
Written by

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.  

Participate in 2014 Nonprofit Technology Conference and other CiviCRM Events in DC (March 11-15)

Published
2013-12-20 12:10
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The 2014 Nonprofit Technology Conference (14NTC) is coming to Washington, DC, March 13-15. Don’t miss the opportunity to take part in the largest gathering of nonprofit professionals that put technology to use for their causes. Register now to attend the 14NTC to learn the latest nonprofit technology tools and trends, to share best practices from yo

TIP: How to see more than 100 contacts on a search results page

Published
2013-12-19 12:43
Written by
Are you performing a search or an advanced search that returns thousands and thousands of contacts from which you have to select a large number of contacts to perform different actions, such as exporting to a spreadsheet, creating mailing labels, adding them to groups, etc.?   
 
Instead of just showing the default of 50 contacts/page, you can alter the URL on the search results pages to show more than 100 records at a time.
 
In order to do this, perform your Search

Let's Create some Buzz around CiviDay

Published
2013-12-18 11:51
Written by
CiviDay2014 (Wed. Jan 29, 2014) will be here before you know it.  Thank you to all of you that have already committed to leading a meetup on this day.  As of now, we will have a CiviDay in 24 locations.  Yay!  That's the same amount we had last year...it would be great to see if we can see a handful more started.
 
We need everybody's help to create some buzz around this day.  In order to help you spread the word in your network, please feel free to use the following sample tweets: 
 

Video Project Update

Published
2013-11-14 09:02
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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.

Tip: Making the most of 'Display Results As' in Advanced Search

Published
2013-11-08 04:29
Written by

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.