CiviCRM Cookbook
Tony Horrocks
Language: English
Pages: 236
ISBN: 1782160442
Format: PDF / Kindle (mobi) / ePub
Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.
Overview
- Take your CiviCRM skills to the next level and handle CiviCRM efficiently
- Covers a wide range of recipes from organizing data efficiently to developing CiviCRM extensions
- Pracital, comprehensive, well-explained recipes with the necessary screenshots
In Detail
CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.
Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.
CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.
CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.
This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.
What you will learn from this book
- Set up geocoding
- Add custom data fields
- Display a contact map
- Create permissions for administartors
- Create mail templates for CiviMail
- Add the external identifier field to full text search
- Create user accounts from contacts in Drupal
- Move a site to a production server
Approach
This book is written in cookbook style with practical, comprehensive recipes expained with the aid of the necessary screenshots.
Who this book is written for
If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you.
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the settings. In your CMS—in this case Drupal—navigate to Structure | Blocks and enable the CiviCRM Language Switcher block. The user can now switch between languages within CiviCRM. See also You can find more about CiviCRM localization at http://book.civicrm.org/user/current/the-civicrm-community/localising-civicrm/ Chapter 2. Organizing Data Efficiently In this chapter we will cover: Adding contact types Adding a time-limited relationship Using tag sets to quickly
control form elements Using jQuery to show and hide form elements by user choices Using CiviDiscount with CiviEvents Collecting data for a paid event registration with Webform CiviCRM Using a shopping cart and Drupal views for event registration Introduction CiviCRM documentation for CiviEvents is comprehensive, so in these recipes we will use CiviEvents as a vehicle to explore how we can alter forms and introduce a couple of techniques using jQuery. We will also look at a relative
Roles Sync module. This module synchronizes membership status to a Drupal role. In this case, if an individual is a current member of Inner City Arts, CiviMember Role Sync automatically assigns them the role of Member in Drupal. This means that when a member logs in, we can tell that they are a member of Inner City Arts because they have the Member role in Drupal. If you want to play around with jQuery and see how the components work, you can use Firefox as your browser and install the Firebug
How it works… Creating a standalone newsletter subscription form How to do it… How it works… See also Getting a CiviMail report How to do it… How it works… Mailing attachments in e-mails and CiviMail How to do it… Allowing users to update information without logging in How to do it… How it works… There's more… See also 6. Searching and Reporting Introduction Creating a membership mailing list using Advanced Search How to do it… How it works… There's more… See also Using
How it works… Creating a standalone newsletter subscription form How to do it… How it works… See also Getting a CiviMail report How to do it… How it works… Mailing attachments in e-mails and CiviMail How to do it… Allowing users to update information without logging in How to do it… How it works… There's more… See also 6. Searching and Reporting Introduction Creating a membership mailing list using Advanced Search How to do it… How it works… There's more… See also Using
