Documentation

Showing it! New website documenting various use cases

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2021-09-01 06:03
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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:

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Civicrm Entities: not just for coders

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2019-11-18 09:28
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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.

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Insert data from a CSV file into CiviCRM

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2019-09-06 06:59
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This blog post explains how you could insert data from a CSV file into CiviCRM. We use Pentaho Data Integration to read the CSV file and to call a Form Processor in CiviCRM.

This blog post is an example and when you follow the steps described in this post you can run the same import as me.

Pentaho is a tool to extract and transform data.

The form processor is an extension to create end points for forms in CiviCRM. Those end points can then be called through the api.

Prerequisites:

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UK CiviSprint as a newbie

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2018-10-19 01:41
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I didn’t hide the fact that I’d been feeling daunted by the prospect of the Sprint. Knowing that I’d be the least techie by some way even amongst the non-devs, I was also acutely aware of being a newbie to the community - after a year and a half as a CiviCRM user, I’d only had five weeks of working with Rose Lanigan and learning the basics of implementation. But I needn’t have worried, soon realising that:

a)       In any group, someone has to be the least technical. It’s an opportunity to learn and to bring a different perspective.

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Give your users customised automated tours of civicrm

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2018-10-02 16:57
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The Civi Summit was a great event - full of lots of nice surprises. One that stands out for me was that what started out as some wishful thinking - namely having the ability to provide on-page tours/tutorials - ended up with us being able to beta test a 'proof of concept' before we left.

While some amongst us (ahem) were sampling the whiskey and fine IPAs late in the evening along to the strumming of the musically-able folk, others remained focussed on their laptops - and in Coleman's case this meant getting us a working prototype of a tour/tutorial system for civi pages.

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

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2018-08-08 06:03
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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.

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System Administrator Guide completed

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2017-11-14 20:17
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Two months ago, I launched a Make It Happen campaign to build a System Administrator Guide with the goal of migrating the installation, setup, and upgrade documentation out of the wiki and into a beautiful guide on our new documentation platform. Amazingly, the MIH campaign reached its $2,000 USD minimum in only 4 days — which meant I could get to work right away!

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