Tips

End-user tips and tricks go in this category.

Showing it! New website documenting various use cases

Közzétéve
2021-09-01 06:03
Written by

When looking for CRM software for your organisation, you want to see screens, what it looks like, what it can do, and also what is involved to integrate it with your existing other systems such as your website or your financial or bookkeeping software. 

There is a community created website containing 4 detailed use cases to give you that information:

Click thumbs up if you thought this blog post was useful (login to vote or to comment)

Corona Crisis: Use CiviCRM to organise neighbourly help in your community

Közzétéve
2020-03-27 10:39
Written by
We live in challenging times, and we should now help each other more then ever - especially when on lockdown.
 
We created a CiviCRM extension to coordinate help for the vulnerable and most affected members of your neighbourhood, community, town or county. It provides two simple public forms, where people can sign up either to request or offer help. These forms then create CiviCRM contacts with the help requests/offers stored in custom fields.
 
Click thumbs up if you thought this blog post was useful (login to vote or to comment)

Civicrm Entities: not just for coders

Közzétéve
2019-11-18 09:28
Written by

In 1992, there was a little known new thing called the world wide web. By 1995, it was a "thing". Now, what exactly do those quotes do to the word "thing"? And what does this have to do with "entities"? Cue my favorite programming joke.

Click thumbs up if you thought this blog post was useful (login to vote or to comment)

New setting available in 5.17 should improve performance on most sites

Közzétéve
2019-09-12 13:04
Written by

Credit goes to other people but I wanted to point out a new setting now available as of 5.17.0 that should speed up most sites. At worst it should have no effect. It's like that button on traffic light poles - you press it and sometimes it does nothing but sometimes the light changes faster. Either way you're no worse off, except they now have your fingerprints on file.

Click thumbs up if you thought this blog post was useful (login to vote or to comment)

Searching for Non-Primary Data in CiviCRM

Közzétéve
2019-03-21 09:17
Written by

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.

Option 1: Add Them to Your Search Results

Click thumbs up if you thought this blog post was useful (login to vote or to comment)

Using CiviCRM form processor extension to handle form submissions from an external website

Közzétéve
2018-08-08 06:03
Written by

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.

Click thumbs up if you thought this blog post was useful (login to vote or to comment)

A little preparation helps good organizations be great clients

Közzétéve
2018-07-10 15:02
Written by

Last year at #17NTC, I met a consultant who reminded me of the dreaded phone call, “Hey, a colleague referred me to you and I want to get a quote for moving to CiviCRM.” Those phone calls are often challenging, as the client hasn’t done much in the way of organizing their needs and helping us help them.

Click thumbs up if you thought this blog post was useful (login to vote or to comment)