Documentation

Showing it! New website documenting various use cases

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2021-09-01 06:03
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When looking for CRM software for your organisation, you want to see screens, what it looks like, what it can do, and also what is involved to integrate it with your existing other systems such as your website or your financial or bookkeeping software. 

There is a community created website containing 4 detailed use cases to give you that information:

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Civicrm Entities: not just for coders

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2019-11-18 09:28
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In 1992, there was a little known new thing called the world wide web. By 1995, it was a "thing". Now, what exactly do those quotes do to the word "thing"? And what does this have to do with "entities"? Cue my favorite programming joke.

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Insert data from a CSV file into CiviCRM

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2019-09-06 06:59
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This blog post explains how you could insert data from a CSV file into CiviCRM. We use Pentaho Data Integration to read the CSV file and to call a Form Processor in CiviCRM.

This blog post is an example and when you follow the steps described in this post you can run the same import as me.

Pentaho is a tool to extract and transform data.

The form processor is an extension to create end points for forms in CiviCRM. Those end points can then be called through the api.

Prerequisites:

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UK CiviSprint as a newbie

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2018-10-19 01:41
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I didn’t hide the fact that I’d been feeling daunted by the prospect of the Sprint. Knowing that I’d be the least techie by some way even amongst the non-devs, I was also acutely aware of being a newbie to the community - after a year and a half as a CiviCRM user, I’d only had five weeks of working with Rose Lanigan and learning the basics of implementation. But I needn’t have worried, soon realising that:

a)       In any group, someone has to be the least technical. It’s an opportunity to learn and to bring a different perspective.

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Give your users customised automated tours of civicrm

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2018-10-02 16:57
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The Civi Summit was a great event - full of lots of nice surprises. One that stands out for me was that what started out as some wishful thinking - namely having the ability to provide on-page tours/tutorials - ended up with us being able to beta test a 'proof of concept' before we left.

While some amongst us (ahem) were sampling the whiskey and fine IPAs late in the evening along to the strumming of the musically-able folk, others remained focussed on their laptops - and in Coleman's case this meant getting us a working prototype of a tour/tutorial system for civi pages.

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Using CiviCRM form processor extension to handle form submissions from an external website

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2018-08-08 06:03
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In this blog post I want to show how you could use the new form processor extension to handle form submissions from an external website.

My (imaginary) organisation provides buddies for young people and the form on our website is submitted when somebody is interested in becoming a buddy for a teenager. We ask for the name, address, e-mail, telephone number, birth date and gender.

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System Administrator Guide completed

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2017-11-14 20:17
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Two months ago, I launched a Make It Happen campaign to build a System Administrator Guide with the goal of migrating the installation, setup, and upgrade documentation out of the wiki and into a beautiful guide on our new documentation platform. Amazingly, the MIH campaign reached its $2,000 USD minimum in only 4 days — which meant I could get to work right away!

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CiviProxy and CiviMcRestFace sprint in Bonn

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2017-07-21 01:40
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CiviCooP and Systopia and Palasthotel have been working together on CiviProxy and CiviProxy. This blog is a round up of what we have achieved in the last couple of days. The first thing we have achieved is that we had fun and a very good work atmosphere. We made long days and made lots of progress.

What are CiviProxy and CiviMcRestFace?

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Free Resource today only: "Using CiviCRM" is Packt Publishing's free book of the day

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2017-02-17 07:20
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Just a heads up for the community that "Using CiviCRM" by Joe Murray and Brian Shaughnessy is Packt Publishing's free book of the day. See https://www.packtpub.com/packt/offers/free-learning.

This book is a good overview of the system despite being written for a much older version of CiviCRM. In particular the early chapter on planning your CRM implementation is still applicable and valuable information that is often overlooked.

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Developer Documentation: Goodbye Wiki. Hello MkDocs!

Publicat
2017-01-12 17:16
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TL;DR: A migration project is underway to bring wiki content into the Developer Guide.

The wiki is kind of like that drawer in your kitchen where you put things that seem useful but don't really have "a place". And it works okay, especially when its your kitchen, because you have a decent idea of what you've chucked in there over the years.

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A new home for our documentation

Publicat
2016-04-20 02:09
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We've built a new home for CiviCRM's documentation. Here's a quick run down of what we've done, why we've done it, and how you can help with the move.

First, a quick recap of our documentation's long and illustrious history:

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How to get your CiviCRM questions answered - for free

Publicat
2016-03-17 09:30
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If you haven't checked it out yet, the CiviCRM Stack Exchange is a Q&A site where folks can get free support for using CiviCRM.

It's simple to use - ask a question, get answers.  Users vote on both questions and answers, and there's no chit-chat, just answers.  You earn reputation points when people vote for your questions and answers.  Many top CiviCRM experts use the site and answer questions.

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Experiments with read the docs

Publicat
2015-10-03 14:18
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A while ago I did a test migration of CiviCRM's user and admin documentation to gitbook and said that I'd also do a migration to readthedocs so we could compare the two.  I finally got round to completing the readthedocs migration so wanted to share with you some impressions so far, the advantages and disadvantages are of both systems.

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First cookbook on CiviRules showing automated donor classification

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2015-08-10 08:41
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I have just completed the first cookbook on CiviRules, with 2 basic examples and an example on how to automatically classify donors based on their contributing behaviour. Have a look, any comment is highly appreciated :-)

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook

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v4.6 User and administrator guide published on GitBook

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2015-06-24 18:23
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Find out how to use all the new 4.6 features and read the re-vamped Events chapter at http://gitbook.civicrm.org/.

First the formalities...

Thank you to the people who contributed to this update including Joanne Chester, Maya Gibb, Roshani Kothari, Michael McAndrew, Joe Murray, Kate Sneed, Galata Tona and any others I have forgotten to mention.

Now for an explanation...

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Vote for CiviCRM on StackExchange!

Publicat
2015-05-27 08:57
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Q: Want to help the new CiviCRM StackExchange site succeed, but don't have spare time/brainpower for answering difficult questions?

A: That's okay! It turns out that the one thing this fledgling site needs the most is also the easiest thing you can do. Voting!

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Subscribe to the CiviCRM StackExchange Newsletter

Publicat
2015-05-25 07:37
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https://civicrm.stackexchange.com/ is launched in beta and thriving as a place to ask and answer questions about CiviCRM. The benefit of the Q&A format is that good questions and good answers can get voted up, and better serve as an expert repository of our community's experience. Search rankings will soon be able to find good relevant answers to everyone's beginner and expert support and development questions.

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“Are we there yet?” or “When will we get to Beta?”

Publicat
2014-12-02 15:11
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Having gone on long car journeys with young children before the ACPED (Age of Cheap Personal Electronic Devices), I am very familiar with “Are we there yet?”  Now I usually only hear it in my head as I try to make light of the longer than 12-hour flights I have to endure as an Australian who likes to attend CiviCon. Lately, however, it is there whenever I visit the CiviCRM Area 51 site on Stack Exchange.

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Get exclusive access to free expert help

Publicat
2014-11-03 19:37
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As you may have heard, CiviCRM is about to launch an exciting new help site on Stack Exchange, which will make getting support with CiviCRM easier and more effective.

The new site is about to launch, but the initial "beta" phase will only be available to a limited group of people. This pilot group will have unprecidented access to world's top CiviCRM experts, and it's not too late for you to join them.

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4.5 Update for the CiviCRM Course for Trainer use

Publicat
2014-10-03 06:02
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The course resources for trainers on the Wiki have now been updated for CiviCRM 4.5.
This has been done as part of the Edale sprint taking place in the UK.
 
The courses can be found on the CiviCRM Wiki - wiki.civicrm.org/confluence/display/CRM/Training
The course is based on a modular format with 14 individual sessions and each session contains both trainer notes and exercises for the learners.
 
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Docs and Walks

Publicat
2014-09-30 11:22
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After the excitement of CiviCon with new features and extensions being discussed, the Civi Sprinters are hard at work improving and finalising these for release, as well as discussing future plans. 

However not all of us can bask in the glory of cool features and improvements. The documentation team have been hard at work attempting to improve the Civi Book.

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