26 February, 2009
Filed under CiviCase, v2.2, CiviCRM, Drupal, Joomla

The third BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields, cool new hooks for developers, and more - is now available for

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12 February, 2009
Filed under v2.2, CiviCRM, Drupal, Joomla

The second BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields and more - is now available for download. This release includes approximately 20 bug fixes, as well as some improvements in the personal campaign page and custom data / multiple records features. It also includes two new hooks for developers (CRM-4105 and CRM-4094).

You can use the automated upgrade script to upgrade from 2.1.x OR from any previous 2.2 alpha or 2.2 beta 1. This release will be fully upgrade-able to any additional beta versions as well as 2.2 stable. Please help ensure a quality stable release by downloading and testing 2.2 beta against a copy of your site and data.

... If this...

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04 February, 2009
Filed under v2.2, CiviCRM, Drupal, Joomla

The first BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields and more - is now available for download. You can use the automated upgrade script to upgrade from 2.1.x OR from a 2.2 alpha site. This release will be fully upgrade-able to any additional beta versions as well as 2.2 stable. Please help ensure a quality stable release by downloading and testing 2.2 beta against a copy of your site and data.

... If this is your first look at 2.2, check out the 2.2 Roadmap for a good overview. Or you can review a compete listing of new features, improvements and bug fixes on the issue tracker.
 
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03 February, 2009
Filed under v2.2, Architecture
Do you wish you could configure custom fields to store Employment History, Educational Background, Volunteer Skills or other types of information where you may need to enter multiple sets of values for a contact? Starting with CiviCRM 2.2, you can do just that. For example, if you need to collect Employment History - you might have fields for Job Title, Start Date, End Date, and Reason for Leaving. Enabling the "multiple records" setting in that custom data group will allow you to enter that information for multiple jobs. You can also set the maximum number of records which can be recorded per contact (you might only want data for the three most recent jobs).
 

How do I set up a multiple-record custom data group?

  • Go to Administer CiviCRM » Customize » Custom Data
  • Click "New Group of Custom Fields"
  • Select Contacts, Individuals, Households or Organizations for "Used For" record type.
  • ...
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29 January, 2009

Introduction to CiviCase

Claire Sauve from Physician Health Program will be joining me in presenting an introduction to our new CiviCase component. The session will be an online web conference with phone dial-in, so participants can discuss interests and questions. No pre-registration is required - but drop me an email if you're planning on attending - dave at civicrm dot org. When: Wednesday, February 4 at 11:00am PST Toll Free Dial-in (U.S. & Canada): 1-866-740-1260 International Dial-in: click here for listings Participant Access Code: 8467471 Web Conference URL: https://www1.callinfo.com/prt?host=readytalk&an=8667401260&ac=8467471
 
Depending on participant interest, topics will include:
  • CiviCase background concepts
  • Physician Health Program implementation...
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22 January, 2009

We are excited to announce that a second Alpha release for 2.2 is now available for

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16 January, 2009
Filed under v2.2, CiviCRM

One of the new features in version 2.2 of CiviCRM (in alpha release as of this posting) is a new contact import system. I'll delve into the technical details in a bit, but at a conceptual level, this new design should allow more flexibility in the import system down the road. The first hint of this in the 2.2 release is the new SQL Query data source option. This allows you to query another database that the CiviCRM database user has appropriate permissions on (on the same MySQL server) to get the source data for the import. For many applications where the data start out in another database anyway, this is much easier and faster than dumping to CSV before importing to CiviCRM.

The CSV data source is, of course, still there. But it's now implemented as a pluggable data source alongside the SQL Query option. If you're a PHP programmer, you can write your own data source plugins too (and submit them to be included in the next version of CiviCRM). Just have a look at CRM/Import/...

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12 January, 2009
Filed under v2.2, Drupal

I've started working with CiviCRM as I've been looking to build a new website for a NPO I work for, which does Youth Development onboard a Sail Training ship. One of the problems we face is the information we have being in multiple locations, so to get any critical information for our operations onboard (such as Passenger Manifests, Crew Transfers and other details) we have to go through the office. On top of this, alot of these things are STILL put together by hand via spreadsheets and what not, which can make for a slow process.

Implementing CiviCRM to start bringing all our membership information, event information and registration together could certainly streamline this process, but critical to this is quickly generating manifests, reports and what not so that whoever needs the data with the right login credentials can get it quickly with no fuss and just print it out. Views seemed the best way to do this as it's flexibility in displaying information queried from the...

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12 January, 2009
Filed under CiviContribute, v2.2
Starting with CiviCRM 2.2, your organization can take advantage of an online fundraising strategy that was previously available only to users of one of the large, proprietary (and expensive) online fundraising solutions. I've spent the last few days working with our new Personal Campaign pages feature - and I'm quite excited about the potential it has to help our users take their online fundraising to the next level. When you enable Personal Campaign Pages ("PCP's") for any existing CiviContribute online contribution page - your donors will be invited to "become supporters" by creating their own donation "portal". Getting started with PCP's involves just a few simple steps:
  • Decide what basic information you want to collect from your fundraisers - a "Supporter Profile". We recommend collecting first and last name and email address.
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12 January, 2009

We are excited to announce that the initial Alpha release of 2.2 is now available for download, AND to try out on our sandbox site. This release includes several major new features:

  • CiviCase - case management component with configurable workflows (learn more...).
  • Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
  • Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
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