AdoptOS

Assistance with Open Source adoption

CRM

Organizing Successful Events: Online training on Thursday, April 26th

CiviCRM - Thu, 04/19/2018 - 17:44

Take your event management to the next level with this on-line session designed for current users of CiviCRM on Thursday, April 26th from 9 to 11 am Mountain Time. This course is an excellent follow-up to the Fundamentals of Event Management class taught by Cividesk.

Categories: CRM

CivicRM Melbourne Meetup, 6PM Thurs 19th April

CiviCRM - Tue, 04/17/2018 - 03:13

Looking forward to our second meetup of 2018 on Thursday, 19th April, 6PM at Melbourne Business School.

Same format as the last meetup, a round table discussion on various topics put forward by members of the group, leading with:

  • Scheduled Reports
  • Merging Contacts
  • Deduping contacts
  • Customising Invoices
  • Webforms

Also an introduction to Gitlab as a place recommended by CiviCRM for us to share content from the meetup.

Categories: CRM

Announcing 1st Annual CiviCRM Governance Summit & Code Sprint

CiviCRM - Sun, 04/15/2018 - 17:04

The CiviCRM Core Team is pleased to announce what we hope will become an annual event; a combined governance summit and code sprint. This year’s event will begin on September 25th, immediately following CiviCamp Hartford, and will be located in West Milford, New Jersey (within an hour from major airports). Full event details including agenda and discussion are online (or will be soon) here: https://lab.civicrm.org/community-team/governance-summit-code-sprint/wikis/home

Categories: CRM

The Essentials of CiviVolunteer training session - April 17th at 10 am MT

CiviCRM - Sun, 04/15/2018 - 09:43

Your volunteers are a crucial part of your organization’s team and contribute in many ways that help your non-profit reach its goals. CiviVolunteer 2.0 is a CiviCRM extension created to help organizations effectively manage this important aspect of their daily operations.

This two hour on-line training will cover all the essential components of CiviVolunteer 2.0 that will allow you to better track, organize and communicate with your volunteers.

Categories: CRM

New CiviCRM Extension Provides Graphic, Uncluttered Contact Records

CiviCRM - Wed, 04/11/2018 - 10:18

Continual progress and improvements are some of the key reasons I love working with CiviCRM. A new extension released in March 2018 represents a solid improvement and significantly cleans up the contact record view.

Categories: CRM

Improve forecasting accuracy with opportunity line items

VTiger - Tue, 04/10/2018 - 23:54
Every opportunity has an estimated revenue value. But, without the correct line items this value is just a guesstimate. To ensure that you can accurately predict revenue, Vtiger CRM now enables you to add line items to every opportunity. With this update, the opportunity record will precisely show what and how much of it is […]
Categories: CRM

Nonprofits make CiviCRM what it is, literally

CiviCRM - Tue, 04/10/2018 - 12:12

As part of the release notes for each new version, I compile a list of the people who have contributed code or reviewed changes that go into the release.  As you might expect, many of the familiar names from the CiviCRM partners list are there.

However, a sizable number of nonprofits, big and small, write and edit significant amounts of code, adding features and resolving bugs.  Now that CiviCRM 5.0 has been released, I wanted to take the time to thank all of the nonprofit organizations who have contributed code to the 4.7 series:

Categories: CRM

Higher Logic, CiviCRM, BackOffice Thinking announce pivotal integration

CiviCRM - Tue, 04/10/2018 - 11:17

Higher Logic, the leader in association and nonprofit community engagement platforms, and CiviCRM, the open source CRM and AMS leader, are announcing an important integration. The Higher Logic community platform will now be able to work seamlessly with the leading open source AMS and nonprofit CRM.  CiviCRM has over 10,000 active sites.  Additionally, over 2,000 of these sites have at least 25,000 constituents (see Civi stats).

Categories: CRM

Contact Management on-line training session - Friday, April 13th, 9 am MT

CiviCRM - Mon, 04/09/2018 - 13:39

Cividesk will be offering the Fundamentals of Contact Management, an essential on-line course for new users of CiviCRM, on Friday, April 13th, 9 to 11 am MT (start time: 8 am PT/10 am CT/11 am ET). 

Categories: CRM

CiviCRM 5.0.0 release

CiviCRM - Mon, 04/09/2018 - 08:57
Greetings, CiviCRM community!   The April release of CiviCRM is now ready to download. This is a normal monthly release, but the version numbering has changed to 5.0.0.   RELEASE NOTES: Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version. 
Categories: CRM

CiviCamp Calgary May22/2018 - Action Packed Program - Final call for Registrations

CiviCRM - Thu, 04/05/2018 - 09:40
CiviCamp Calgary 2018

Join us on Tuesday May 22 - 2018 for CiviCamp Calgary - a one day event covering everything related to CiviCRM. Attend CiviCamp and learn about CiviCRM and what it can do for your organization, meet other CiviCRM Users, CiviCRM Partners and CiviCRM Core Team Members and gather their feedback, learn advanced strategies for managing your online database, ask any questions you might have, share tips and build connections! This is the opportunity to meet the CiviCRM community and share experiences and knowledge with other organizations using CiviCRM!

Categories: CRM

Announcing 4.☔ LTS

CiviCRM - Sun, 04/01/2018 - 06:55
You may have read the recent announcement of CiviCRM 5.0 and its revolutionary new method of numbering CiviCRM releases.   Meanwhile, those who prefer greater stability can use the Long-Term Support (LTS) releases of CiviCRM.  LTS users won't be left behind in the version numbering progress, however.  
Categories: CRM

Sending emails with personalised links / Opt-in to communications

CiviCRM - Mon, 03/26/2018 - 12:08

I've had a few requests from clients recently with queries around updating contact details and permissions with the new GDPR data protection legislation coming into force in Europe in May.

As a result I've developed two very simple extensions which I'd like to share:

Contact Checksum

This extension provides a simple UI under the contact summary via Actions->Contact Checksum.

When opened a simple UI is displayed with information and example links to use in emails when sending personalised / "update your details" links from CiviCRM.

Categories: CRM

User Guide Improvements from Remote Sprint

CiviCRM - Sun, 03/25/2018 - 22:44

Last week we had a remote sprint to improve documentation, and wow, what a success it was!

Progress
Categories: CRM

Announcing CiviVolunteer 2.3.0 and Angular Profiles 1.1.0

CiviCRM - Fri, 03/23/2018 - 18:23

Ginkgo Street Labs is pleased to announce the availability of CiviVolunteer 2.3.0 and Angular Profiles 1.1.0 for CiviCRM 4.7.31 and above.

Categories: CRM

Event Management on-line class - Thursday, April 5th

CiviCRM - Fri, 03/23/2018 - 16:40

Learn the essential features of CiviEvent in this two hour on-line course designed for new-users of CiviCRM.  

We will create an on-line event in CiviCRM that can be linked to your website and discuss the best practices for registration and how to add and modify a profile in an event registration page. You'll learn how to send event reminder emails, track participants, make a participant list, create an event report and much more!

Categories: CRM

Going Shoreditch! CiviCRM's new UX design comes to life! (pt 1 of 2)

CiviCRM - Fri, 03/23/2018 - 15:09

A little while ago the team here at Compucorp wrote about Shoreditch, the first CiviCRM “theme’ extension. Over the past few months, we’ve been hard at work on a series of updates and changes ready for the theme’s release in a few weeks time! With much of the work on this first stage now completed we’re pulling back the curtain to give a peek at what’s in store.

Categories: CRM

A Look a CiviCRM's new User Experience (Shoreditch)

CiviCRM - Thu, 03/22/2018 - 13:33

While CiviCRM has undergone major updates and re-organization under the hood since the platform was started in 2005, it's User Interface has largely remained the same. This is all about to change with the introduction of the new Shoreditch Theme for CiviCRM.

 

Categories: CRM

New Version of Graphical Calendar and Calendar Dashlet Released

CiviCRM - Thu, 03/22/2018 - 06:29

At the end of this February Agiliway released the updated version of our Graphical CRM Calendar. Now CiviCRM extension contains a number of new cool features which make its use much easier and much more comfortable.

First of all, we updated CiviCalendar to support the latest version of CiviCRM.

Categories: CRM
Syndicate content