Opt-in communication fields

This is a simple extension that provides a set of "Communication Preferences" custom fields for each contact.  Email, Phone and Mail(Post) are provided.

 

The fields are provided as "Yes/No" fields so that when placed on a form (eg. a profile) the user must explicitly set one or the other.  When they are updated the corresponding "Do not" fields on the contact record are updated accordingly.

Note that "Phone" incorporates both the "Do not Phone" and "Do not SMS" flags.

 

Recurring Contribution Search

The recurring contribution search adds a custom search to CiviCRM in which a user can search for recurring contributions. With recurring contributions we mean the agreement (such as donate every month 10 euro); not the actual contribution.

You can find the custom search under Search --> Custom Searches --> Recurring Contribution Search

Collapse Comms and Demographics

On many occasions, clients have mentioned that the contact summary screen loses a lot of prime space to the communication preferences and demographics sections.

“Is there no way to collapse them by default like you can with custom date? They are rarely used but are needed”

They’re aware that demographics and communication preferences can be removed via the UI (/civicrm/admin/setting/preferences/display?reset=1)

Transactional Emails

Civi by default can manage bounces for CiviMail but it doesn't manage bounces or produce reports for Direct Email, Scheduled Reminders, Receipts, Event Notifications and other direct emails. Users are also unaware as to what was sent out in many instances.

This extension adds bounce handling, as well as mailing statistics for transactional emails which by default are not tracked or recorded in CiviCRM. It also records these as activities.