On every installation, you need to categorise your contacts, by what they are (journalists, volunteers, members of your organisations, big donors, politicians...), by what they are interested in (a specific topic, a specific region, age group, type of activity you offer...), by how you interact with them (do they receive your mailing list ? are they invited to your next event....)
Blogs
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February 12, 2009
By chrisivens Filed under CiviCRMI recently finished writing an addition to the events system that will allow pa's etc to book places for people to events and then return at a later date to confirm the names. As far as I know, this is in progress for v2.3 but basically I need it now. Apart from some testing the system should work without too much trouble.
February 12, 2009
By Dave Greenberg Filed under CiviCRM, Drupal, JoomlaThe 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.
February 10, 2009
By Dave Greenberg Filed under CiviCRMWe've been talking internally about the idea of a Community Advisory Group for CiviCRM. We're thinking that the project has grown to the point where there is sufficient momentum and a large enough community of users, integrators and developers to sustain and benefit from a group.
Some of our goals for the group are:
February 9, 2009
By Andrew Clarke Filed under CiviCaseI was doing some other reading this week, and stumbled across this definition of case management:
The National Association of Social Workers Standards for Social Work Case Management (1995)defines case management as
… a method of providing services whereby the [professional] assesses the needs of the client and the client's family … and arranges, coordinates, monitors, evaluates, and advocates for a package of multiple services to meet the specific client's complex needs. These standards also emphasize interventions at micro-, mezzo- and
February 5, 2009
By Dave Greenberg Filed under CiviCRM, Drupal, TrainingI will be giving an informal presentation on CiviCRM and Drupal on February 19th at 5:30pm in Santa Clara, CA. If you're using CiviCRM with Drupal (or are considering it) - and you're in the Bay Area, it would be great if you could join us.
February 4, 2009
By Dave Greenberg Filed under CiviCRM, Drupal, JoomlaThe 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.February 4, 2009
By michaelmcandrew Filed under CiviCRMLast Thursday we had a developer meeting aimed at organisations and individuals developing with CiviCRM in the UK. Nine of us made it out. I'll try and give a flavour of the participants...
February 3, 2009
By Dave Greenberg Filed under 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).
January 30, 2009
By chrisivens Filed under CiviCRMI've been working for the past few months with CiviCRM and despite the differences which came as a bit of a culture-shock to me, I've cobbled together a few ideas for things that perhaps could be considered for future versions.
Please bear in mind that these are simply things that I have had to add myself for a live contract and in no way reflects poorly on the CiviCRM system as it stands. On the contrary, I think the fundamental aspects of CiviCRM offer an easy way to add crm functionality to your site.
