Blogues

Cividesk is offering our new user class on the Fundamentals of Contact Management this Wednesday, March 7th from 1 - 3 pm MT (3 - 5 pm ET).  Click here for more information and to register. Class size is kept small to allow for questions, and classes do fill up, so we recommend registering soon!

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 data? 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)

This two hour on-line training on Friday, March 2nd (9 am PT/ 10 am MT/ 11 am CT/ 12 pm ET) taught by Cividesk is perfect for new users of CiviCRM who would like to learn all the basics of CiviMember.  

The Documentation Working Group is planning a remote sprint to improve content in the User Guide. Everyone is invited to participate! Experience editing our docs will be helpful but not required.

Sign up to join this sprint

This year we will have two CiviCamps in the UK to choose from!

May 15th in London

October 5th in Manchester

Cividesk has created an on-line training session to guide you through the basics of creating custom fields and to show you how to use profiles to gather custom data from contacts through the creation of an on-line form. When you leave this class, you'll be able to customize CiviCRM to gather and store data that is unique to your organization, as well as better understand the various uses of profiles in CiviCRM.

Last month I made a proposal for a client to integrate CiviCRM with Outlook 365. This proposal was rejected because the client did not go for an e-mail migration to Outlook 365. So the need for this plugin was gone.

The plan was that this integration would do the following:

After many many many months, we had another CiviNYC day last week at Columbia University, thanks to Bashar Makhay (@themak) of the Office of Government and Community Affairs.

Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.

Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.