Blog posts by lcarter_backoffice

Keep up-to-date with blogs from the core team, working groups, developers, users and champions worldwide. Subscribe to our newsletter to receive regular updates by email. We also have an RSS feed.
März 21, 2019
By lcarter_backoffice Filed under CiviCRM, Tips

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Read more
März 5, 2019
By lcarter_backoffice Filed under CiviCRM

Nearly every client with whom we’ve worked over the years has wrestled with how to manage duplicate contacts in their Civi.  Although it’s impossible to eliminate duplicates completely, we do have some tried-and-true suggestions for minimizing them with as little risk as possible.

Read more
März 24, 2014
By lcarter_backoffice Filed under Case studies and user stories

One of the best attended sessions at NTEN's 14NTC was the Data Visualization session.  It was not only standing room only, but it also included people sitting on the floor and standing outside the room trying to hear tips and insights about this hot topic.

CiviCRM has a wide selection of reports.  Users can choose out of the box reports, but if these don't meet your needs, you can also customize them.

Read more