Assistance with Open Source adoption


Online training: Custom Fields and Profiles, October 24th

CiviCRM - Fri, 10/19/2018 - 10:12

Would you like to gather information from your contacts that is relevant to your organization when they sign up for an event, membership or make an online donation? Do you have questions about creating an online newsletter sign up? 

The upcoming training session "Customize your Database with Custom Fields and Profiles" taught by Cividesk will demonstrate best practices for creating custom fields and how to include those fields in a profile. You will also learn about the many uses of profiles and how this feature can be maximized to improve your organization's efficiency.

Categories: CRM

UK CiviSprint as a newbie

CiviCRM - Fri, 10/19/2018 - 03:41

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.

Categories: CRM

Events online training session - Tuesday, October 16th

CiviCRM - Fri, 10/12/2018 - 09:41

Cividesk will be offering the intermediate level online training, "Organizing Successful Events" designed for current users familiar with CiviEvent on Tuesday, October 16th from 12 pm MT/ 1 pm CT/ 2 pm ET. 

Categories: CRM

Caldera Forms CiviCRM (CFC) for Donations and Membership

CiviCRM - Wed, 10/10/2018 - 08:19

Tadpole has been working with Andrei Mondoc, the developer of CFC, to extend the availability of processors to support memberships. Since memberships typically use Price Sets, this work also allows for Donations that use Price Sets and Line Items within a contribution page.

Categories: CRM

Giving Back: Chase The Music

CiviCRM - Tue, 10/09/2018 - 13:12

Chase the Music gives children battling critical conditions love, hope, strength and joy. We do this with original music - composed and performed just for them.

The impact of Chase the Music programs begins with the child. The children (that we write and perform for) are undergoing situations that no child should.

Categories: CRM

Contact Management online training for New CiviCRM Users - October 10th

CiviCRM - Sun, 10/07/2018 - 08:55

If you are new to CiviCRM, you should participate in this 2-hour online training taught by Cividesk on Wednesday, October 10th at 9 am MT/ 10 am CT/ 11 am ET.

The Fundamentals of Contact Management focuses on best practices for managing contacts and the relationships between them. We also cover searching, activities, emailing, merging duplicates, groups and tags, and creating an activity report. 

Categories: CRM

Member Only Event - CiviCRM Extension

CiviCRM - Fri, 10/05/2018 - 10:03
  • Do you want to restrict registration to certain events to logged in members only but still have other events open to the public? If the answer to the above question is yes, then this extension is for you. This extension allows you to set a flag to any event so registration is restricted to those that have a current membership.

Categories: CRM

Call for establishment committee nominations

CiviCRM - Thu, 10/04/2018 - 19:22
Seeking community members to help shape CiviCRM’s future For the first time in its history, the diverse community of people who use, implement and improve CiviCRM is rallying around a major organized effort to increase the sustainability and transparency of the project. We are pleased to invite members of our community to take part in leading a two-month process that will define a community representation system for the CiviCRM open-source project. See below for information on how to get involved.  
Categories: CRM

CiviCRM 5.6 release

CiviCRM - Thu, 10/04/2018 - 06:45
CiviCRM version 5.6 is now released and ready to download.  RELEASE NOTES: Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version.  The release notes for 5.6 can be accessed here.   SPECIAL THANKS:
Categories: CRM

Get the most out of your inbox with Vtiger’s new 2-Way Gmail sync

VTiger - Thu, 10/04/2018 - 02:23
Although we live in the social media era, emails are still the primary communication channel for most organizations. So, it is only natural that a person’s productivity and performance directly depends on the ability to efficiently manage their inbox across several different email platforms. That is where Vtiger’s new 2-way sync feature with Gmail comes […]
Categories: CRM

Give your users customised automated tours of civicrm

CiviCRM - Tue, 10/02/2018 - 18:57

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.

Categories: CRM

CiviCRM - Mobile Application – Smartcivi – PART 2

CiviCRM - Tue, 10/02/2018 - 11:50


 Now Smartcivi Mobile Application is available in IOS and Android users

This Blog is an update to the previous blog created on 16 Sep 2018 (

Additional Feature in this Release 

Event list added to the Application which will display the Registered Event along with a map option to which opens event location in google map.

General testing: 

Categories: CRM

A Recap of the 2018 CiviCRM Governance Summit & DevCamp

CiviCRM - Mon, 10/01/2018 - 15:40

Last week, stakeholders from the CiviCRM community came together to discuss issues of governance and sustainability, and to review recent developments in CiviCRM as well as how it’s managed. We called it a Governance Summit because there was a lot of interest in governance. Regardless, this was fundamentally a “Community Summit” where members of the community could work together to improve CiviCRM as a whole. This post is a recap of much of the work that took place at the summit. 

Categories: CRM

CiviVolunteer online training session: Fri. October 5th

CiviCRM - Mon, 10/01/2018 - 12:18

Cividesk is offering the Essentials of CiviVolunteer training session this Friday, October 5th at 9 am MT/ 10 am CT/ 11 am ET.  This 2-hour live training session will cover all you need to know to successfully manage and track volunteers in CiviCRM.

Click here for more details on this training session and/or to register for Friday's class.  

Categories: CRM

CiviCamp Manchester this Friday!

CiviCRM - Mon, 10/01/2018 - 08:42

We are looking forward to the next CiviCamp in the UK! With only a few days to go we thought you might be interested to hear which sessions we’ve got lined up. If you’ve not booked on, there are still a few places so please get in soon.

We’ve been busy in the background confirming sessions and making sure everything is in place for a great day. For those planning travel or needing information about the venue, you can check out the information here:

Categories: CRM

Managing Feature Requests in Gitlab

CiviCRM - Sun, 09/30/2018 - 18:55

We’re continuing to use Gitlab ( more and more as both a project management and development tool. One area that we’ve been tinkering with over the past several months is using Gitlab for feature requests in CiviCRM. As you can imagine, there’s real potential here to empower the CiviCRM community to create, discuss and promote new features and functionality in CiviCRM.

Categories: CRM

Understanding CiviCRM Form Builder for the layman

CiviCRM - Sun, 09/30/2018 - 18:46

The recent DevCamp in New Jersey presented several sessions on new developments in CiviCRM land as well as showcased several of its inner workings. One session presented by Core Team member Tim Otten stood out for me: Form Builder. If you’re like me, you listen to folks like Tim with a great deal of respect and appreciation for what they say (and do).

Categories: CRM

CiviCamp in Halle (Saale), Deutschland, am 15. November 2018

CiviCRM - Fri, 09/28/2018 - 01:55

CiviCRM-Anwender, -Implementierer und -Interessierte zusammenbringen: Das ist das Ziel der CiviCamps, die von der CiviCRM-Community auf der ganzen Welt veranstaltet werden.

Das „CiviCamp“ ist eine ganztägige Konferenz mit zwei parallelen Vortragsreihen: Eine Reihe mit Vorträgen für Leute, die sich für CiviCRM interessieren oder es auch bereits selber verwenden. Und eine andere Reihe für Leute, die schon viel über CiviCRM wissen, und jetzt noch mehr lernen möchten. – über die neuesten Entwicklungen und Extensions, und raffinierte Lösungsansätze für alltägliche Probleme.

Categories: CRM

Membership online training - Tuesday, October 2nd

CiviCRM - Thu, 09/27/2018 - 15:02

If you missed the Cividesk online training course, the Fundamentals of Membership Management in August, we have scheduled another session for this Tuesday, October 2nd from 9 to 11 am am MT.  This informative course covers all the basics of managing memberships and will help you get off to a great start using CiviMember.

Categories: CRM

Product maintenance in CiviCRM

CiviCRM - Tue, 09/25/2018 - 21:23

As our North American colleagues (and those who have made the big trip over there) head into the governance sprint now seems like a good time to recap on product maintenance in CiviCRM. Product maintenance, as I discuss, is the monthly routine processes we do to incorporate patches & contributions into the CiviCRM product. This blog is kinda long & weedsy - so if it’s not for you then take a look at this baby octopus instead.


Categories: CRM
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