19 November, 2018
Filed under WordPress

In the past few weeks we have been looking at how a more uniform user experience could be provided between CiviCRM and WordPress dashboards. We looked at potentially leveraging Shoreditch, but quickly realized that it's dependent on a Drupal theme and the readme clearly stated that is was only for Drupal. So we stepped back and looked at how we could do this with CSS changes that apply to the admin only, since this is not affected by the theme at all.

This development was done with Christian Wach through the CiviCRM Admin Utilities plugin. Once you install the plugin, go to the settings screen to apply WP Admin Styles across the CiviCRM dashboard. There are two sections:

  • On the top CiviCRM Admin Appearance, has two options to apply WP admin styles to the CiviCRM Admin Menu and the dashboard itself. Leave these deselected to retain...
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10 October, 2018

Caldera Forms CiviCRM (CFC) for Donations and Membership

Tadpole has been working with Andrei Mondoc, the developer of CFC, to extend the availability of processors to support memberships. Since memberships typically use Price Sets, this work also allows for Donations that use Price Sets and Line Items within a contribution page. This work was supported by the Seismological Society of America, whose membership structure includes special subscriptions options and access to gated content based on their Membership Type. (For a more detailed description of the SSA project, see this case study).

The following processors were required to accomplish the goal: Membership, Line Item, and Order. These new processors allow us to (1) create a form for each Member Type (e.g., Regular, Student, Life), (2...

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24 January, 2018
By totten
Filed under Tools, API, Architecture, WordPress

The civicrm-setup library aims to replace the CiviCRM installer. Following the December/January iteration, it's available for use as a CLI installer and as a web-based WordPress installer.

What's wrong with the old installer?

  • Entropy: The main installer's code has grown messy. For example, it mixes...
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02 November, 2017
Filed under WordPress

The first time a WordPress version of CiviCRM was available it was version 4.1 back in February 2012. It has now been more than 5 years, and I thought it would be nice to outline what has happened since WordPress became available as a CMS option for CiviCRM.

I had been working with CiviCRM on a few sites prior to that, and was looking forward to a time when we could use CiviCRM with WordPress. As with most beginnings, things were a little rough around the edges as WordPress developers learned more about CiviCRM and vice-versa. Later the same year, in October 2012, version 4.3 ACLs were added and the first version of a plugin CiviMember Roles sync was available (which is no longer maintained, so keep reading!). About a year later, another plugin become...

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27 January, 2017

email imageWhen email was first designed, security was not considered important and up until fairly recently it was still possible to send an email from any address and get away with it.

However, as spam, phishing and spoofing attacks by email have become increasingly common there have been various attempts to make email more secure.  In the last year or so the major providers (AOL, Google, Microsoft etc.) have all seriously tightened their security and authentication requirements for validating and receiving email.  The result of this is that a lot of legitimate email is now being classified as spam or rejected by those providers.  In order to ensure that your email continues to be marked as legitimate and received by these larger providers it is now almost essential that you implement SPF, DKIM and DMARC on your domains otherwise many of your...

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09 January, 2017

JMA Consulting is pleased to welcome Jon Goldberg as our new Director of Operations effective today.

After a brief stint as a political organizer, Jon spent 13 years working in various capacities at a non-profit legal organization, primarily in IT.  In 2010 he co-founded Palante Technology Cooperative and started their CiviCRM department, where he worked for 7 years.  Outside of work, Jon can be found engaging in queer community organizing, (dis-)assembling electronics, and training parrots.

"I'm really excited to have Jon join us given his keen appreciation of how to help progressive organizations achieve their missions using CiviCRM. He's got a deep and wide knowledge of CiviCRM. I appreciate how he gives back to the community like through StackExchange, where he is the top ranked CiviCRM contributor," said Joe Murray, President of JMA Consulting and co-author of...

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15 June, 2016
Filed under WordPress

Are you a CiviCRM and WordPress administrator?

In this online training designed for current user of WordPress and CiviCRM, you will learn how CiviCRM and WordPress work together.  The integration of both platforms allows you to publish CiviCRM data and pages with your website theme, to collect data from a form on your website, to grant your WordPress users to edit their data in CiviCRM database and to allow your members to access members-only content on your website and much more.
We will discuss topics including short codes, permissions, the contact home page, and more. We will also discuss the additional plugins that might be needed for the integration. 

Get more information and register here for this two-hour class to be held on June 28th at 9:30AM MDT.
Questions? Contact steve@cividesk.com or call (866) 670-...

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11 March, 2016

Our customer Werk met Zin (Network of job coaches in Flanders) has a Wordpress site and uses CiviCRM to manage their relations and cases. On their Wordpress site they allow users to register for some events, which they solve with the civicrm event info and registration pages.

However, they also allow an individual to request the start of individual job coaching with a form. This should end up in CiviCRM as a special activity with the fields on the website form as custom data. And the Wordpress website is on another server, although that would not make such a big difference. Anyway, we (as in CiviCooP) developed a specific solution that takes the data from the Wordpress website on server A and sends it to CiviCRM on server B. The solution has a Wordpress part and a CiviCRM part.

The Wordpress plugin

This plugin can be found at...

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26 February, 2016
Filed under Community, WordPress

I was introduced to CiviCRM back in 2012 by Dana Skallman. To this day two of her comments stick with me:

  • "It's Awesome"
  • "It's brand new for WordPress and maybe a bit rough around the edges."

Since that time I've been immersed in the CiviCRM world and am very happy to be here.

I am part of Tadpole Collective and we focus on WordPress and CiviCRM implementations. We've been part of many improvements in CiviCRM for WordPress to date and continually work on improvements. We've seen WordPress improved in every release, from shortcodes to a streamlined install process.

The best part of being part of this CiviCRM project is the community.  I've been to CiviCon, the User Summit and four different Code Sprints, most recently at the Vail Sprint this past January.  It was called the "Drupal 8 Sprint" when I first read about it.  You might ask why I, a developer from a...

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09 February, 2016
Filed under API, Extensions, WordPress

Our customer Werk Met Zin (platform of independent 'job' coaches and trainers in Flanders) use a Wordpress site as a front end and CiviCRM as their back end. There is now one specific instance where an individual can apply for a series of coaching sessions on the website. This has to be passed to CiviCRM and rather than updating the website to Drupal we are passing the data from the Wordpress site to CiviCRM. The company that develops the Wordpress website knows nothing about CiviCRM (and want to keep it that way.) Any remarks and/or suggestions are very welcome, and obiously we will share the solution with the CiviCRM community once it is complete. Here is what we plan to do (and thank you to Werk Met Zin for funding the development and us at CiviCooP for developing.....):

  • create a Wordpress plugin that catches the form (with the save_post action) and...
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