Adding custom fields in CiviCRM and understanding how to edit profiles allow you to customize your database to collect and store the data relevant to your non-profit.
Learn best practices for creating custom fields so your data is stored in the most logical place in CiviCRM and how to create online forms and registration pages by adding those custom fields to a profile. Find out more about different uses of profiles in CiviCRM and how you can maximize this powerful feature!
Do you need to collect a "real" signature from your contacts and store it on their contact record?
If you use Drupal Webform you can embed an electronic signature directly using the new webform_civicrm_esign module developed by MJW Consulting and Northbridge Digital.
One of the most requested features in CiviCRM over the years has been to tweak the Contact Summary page. That's the main Contact view, the "heart" of CiviCRM. And now, thanks to 12 donors contributing a total of $12,860.00 in the past month, we've almost reached our goal.
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.
Join Cividesk on Tuesday, August 7th at 1 pm PT /2 pm MT/ 4 pm ET for this 2-hour online training session on the basics of CiviMember.
Learn to set up membership types, record, search and report on member data, send membership renewal emails and much more!
If you are a medium or large organization and use a payment processor with CiviCRM, and especially if your reporting needs are complex (e.g. political parties that need to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and/or your bank account.
Few months back I joined the civiCRM developers community as a Google Summer of Code intern with the objective of improving in my coding skills by making a significant contribution to open source software. It's gone quite well so far. With the help of my mentor and other CiviCRM community members I have successfully completed phase 1 and 2 of the program.
This blog post is a summary of what I have been able to achieve from the time coding began till July 09, 2018.
Configurable contact summary layouts are coming soon. Help make it happen!
