CiviCRM is an solid and feature-rich web based CRM that supports an organization's or non-profit's ability to service its members. In a recent implementation our client is using CiviCRM as an association management tool for memberships and event registrations. Associations are a HUGE area for growth in the CiviCRM market. The ability for an organization to own and control their own data via an open source platform is a liberating experience. Coupled with Drupal and/or Wordpress makes CiviCRM and ideal combination for ANY non-profit or association.
The community provides excellent forum support, new ideas and feedback on suggestions. The CiviCRM software suits many use cases and allows us to support a large number of diverse UK voluntary sector organisations.
ISBA is an international non-profit society with members from all over the world. We have sections that represent different scientific areas and chapters that represent different regions of the world. Civi Member powers our membership system! We use CiviEvent for Conference and Workship registration, and utilize CiviPetition for creating new sections to our society through member petitions. We are epxloring how CiviGrants can be used to track our travel awards and look forward to features for integrating accounting and finance. As a growing non-profit CiviCRM plays a major role in managing our membership system!
At CITA, we help organisations with social purpose to use technology. CiviCRM is a great piece of software that can help many of the organisations we work with record and monitor interactions with their clients, volunteers and supporters.
The community around CiviCRM is international, multicultural, friendly, sometime opinionated but always respectful and welcoming new ideas. It is a real pleasure to interact with these people - but see for yourself: dive in and ask your first question on the forums!
We thoroughly appreciate CiviCRM as a software and this community, and when helping our customers implement and make the best of CiviCRM we are always looking for ways to contribute back.
A collection of tokens we've been asked to do at various points including
- today's date
- name of other contact in a relationship (this gives the name of one persion with x relationship to the given contact - only in a->b direction - useful for getting spouse's name if you know there will only ever be one)
- expiry date of current membership (if exists) - will retrieve the membership that finishes latest
If there is a contact with a b relationship to this contact that has the same kind of membership as this contact, this extension creates a button in the edit membership screen that allows the user set that membership as the parent membership.
Allows users to set an owner membership for an individual membership, provided a relationship exists between the two contacts and the primary member has a membership of the same type as the individual membership.
This extension facilitates uploading CSVs via the CiviCRM import interface. Useful for bulk uploading events or campaigns etc.
The civicrm api entity can be set to, for example, Event or Campaign. (Note that for entities like Contribution Pages you need to use API names - either ContributionPage or contribution_page). The same permissions apply as for any api create call.
To use you need to go to civicrm/csvimporter/import . More notes are in the README.
PayZang has developed a payment processor plugin for CiviCRM (4.2.9) on Drupal that allows organizations to accept ACH and Credit/Debit Card payments. This plugin allows you to do recurring as well one-time payments using both ACH and Credit/Debit Cards. In addition, it allows you to add ACH as a payment instrument and enables accepting contributions, memberships and event fees using ACH and Credit/Debit cards. PayZang allows you to plugin any existing merchant account from First Data, Global, Elavon, TSYS and Vantiv.
Prevent users from overwriting their record while trying to add a new participant / contribution / membership.
CiviCRM by default pre-selects your own contact details when you register to an event (or other public visible forms) if you are logged in. It is generally a good thing, but might lead to errors, for instance when a team member will overwrite their own contact record, or if a person forwards an invitation they received to someone else. This extension makes the first and last name fields read only, to prevent these mistakes.
Existing Campaign Monitor Lists will not be touched or synced. Everytime the Campgain Monitor Settings are saved the lists are saved, lists are created for the selected groups (if they do not already exist).
This Plugin has the same functionality as CiviMember Roles Sync module in Drupal. The plugin checks the Membership details when the user logins/logouts, and updates the WordPress Role according to the Rules set in Association Rules. The manual synchronize option is also available. It has one more field to set Expiry Role ie, assign role if the membership is expired.