AdoptOS

Assistance with Open Source adoption

CRM

Learn how to create and use Custom Fields and Profiles - Online training on August 22nd

CiviCRM - Wed, 08/15/2018 - 10:06

Adding custom fields in CiviCRM and understanding how to edit profiles allow you to customize your database to collect and store the data relevant to your non-profit.

Learn best practices for creating custom fields so your data is stored in the most logical place in CiviCRM and how to create online forms and registration pages by adding those custom fields to a profile. Find out more about different uses of profiles in CiviCRM and how you can maximize this powerful feature!

Categories: CRM

Electronic Signing with Drupal Webform and CiviCRM

CiviCRM - Sat, 08/11/2018 - 11:38

Do you need to collect a "real" signature from your contacts and store it on their contact record?

If you use Drupal Webform you can embed an electronic signature directly using the new webform_civicrm_esign module developed by MJW Consulting and Northbridge Digital.

Categories: CRM

How to prospect and reach out to leads in the post-GDPR era

VTiger - Fri, 08/10/2018 - 06:06
Ever since the enactment of GDPR, the way sales professionals prospect and reach out to their potential customers has changed drastically. Your sales activities can no longer include sending out a bulk promotional email or any unsolicited email to contacts just because you have their email addresses. The new regulation has made prospecting and reaching […]
Categories: CRM

Contact Layout Editor - Help put on the finishing touches

CiviCRM - Thu, 08/09/2018 - 16:22

One of the most requested features in CiviCRM over the years has been to tweak the Contact Summary page. That's the main Contact view, the "heart" of CiviCRM. And now, thanks to 12 donors contributing a total of $12,860.00 in the past month, we've almost reached our goal. Extension development is underway and beta testers have been wowed with the power and ease of designing their own Contact Summary layout with only a few clicks. Some key features of the extension:

Categories: CRM

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

CiviCRM - Wed, 08/08/2018 - 08:03

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.

Categories: CRM

Announcing CiviCRM 5.4 Release

CiviCRM - Wed, 08/01/2018 - 11:44
This latest CiviCRM 5.4 release is now 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 5.4 can be accessed here.   SPECIAL THANKS:
Categories: CRM

Fundamentals of Membership Management online training - August 7th

CiviCRM - Tue, 07/31/2018 - 14:11

Join Cividesk on Tuesday, August 7th at 1 pm PT /2 pm MT/ 4 pm ET for this 2-hour online training session on the basics of CiviMember.  

Learn to set up membership types, record, search and report on member data, send membership renewal emails and much more!

Click here for more information and to register/pay for this informative training session. Questions? email Cividesk training manager, Susan Engeman at susan@cividesk.com.

Categories: CRM

Key to GDPR success: honour these 8 customer rights

VTiger - Mon, 07/30/2018 - 10:01
Ever since the European General Data Protection Regulation (GDPR) came into effect, businesses have been rigorously taking measures to ensure the privacy and protection of their customer’s personal data. To successfully become GDPR compliant, businesses have to enable their customers to exercise eight fundamental rights. These rights give customers a greater control over how businesses […]
Categories: CRM

CiviMobile - a Native Mobile Application for CiviCRM

CiviCRM - Wed, 07/25/2018 - 08:44

Categories: CRM

Reconciling money with CiviCRM

CiviCRM - Tue, 07/24/2018 - 16:32

If you are a medium or large organization and use a payment processor with CiviCRM, and especially if your reporting needs are complex (e.g. political parties that need to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and/or your bank account. 

Categories: CRM

GSoC Project Updates-Making CiviCRM Cloud Native and Docker Friendly

CiviCRM - Sat, 07/21/2018 - 10:19

Few months back I joined the civiCRM developers community as a Google Summer of Code intern with the objective of improving in my coding skills by making a significant contribution to open source software. It's gone quite well so far. With the help of my mentor and other CiviCRM community members I have successfully completed phase 1 and 2 of the program.

This blog post is a summary of what I have been able to achieve from the time coding began till July 09, 2018.

Categories: CRM

Want to customize the contact summary screen?

CiviCRM - Fri, 07/20/2018 - 13:34

Configurable contact summary layouts are coming soon. Help make it happen!

Categories: CRM

Harnessing the Mass-Mailing Power of CiviMail and the Mosaico Extension

CiviCRM - Thu, 07/19/2018 - 12:28

So you’ve got that perfect donation page, you’ve grouped your nonprofit’s audience into three neat segments, and you’re announcing your latest fundraising campaign via your social media channels.

But do you have the perfect automated email marketing system to keep in touch with your new donors and reach out to prospective contributors? Here’s what you need to know about CiviCRM to help you ace the email marketing campaign you’re dreaming of.

Categories: CRM

Announcing CiviCRM 5.3.1 and 4.6.38 Security Release

CiviCRM - Thu, 07/19/2018 - 08:16

The latest release of CiviCRM 5.3.1 and 4.6.38 includes security fixes. This is a critical security release, we recommend upgrading to 5.3.1 and 4.6.38 to ensure the security of your site and data as soon as possible.

Categories: CRM

CiviCRM-Making Transactional Emails Dynamic Project updates

CiviCRM - Mon, 07/16/2018 - 04:53

Hi everyone! I’m Abhansh, and I’m working on Making Transactional Email Templates Dynamic project for GSoC 2018. If you want more information about what this project is all about, check out the gitlab here. Mails are the de-facto standard for e-communication these days. We will be using MJML as our templating engine.

Some other templating engines :

  1. INK

Categories: CRM

CiviCRM’s Powerful Custom Reporting Helps Create Targeted Groups for Year-End Fundraising

CiviCRM - Fri, 07/13/2018 - 16:30

(and for your Christmas thank-you notes!)

We start with Advanced Search and move on to additional and/or logic to create “smart groups” that update themselves to fit your chosen criteria.

Build Your First Group

1. Go to Search > Advanced Search to build your first group.

Categories: CRM

The Essentials of CiviVolunteer - July 25th at 11 am PT / 12 pm MT / 2 pm ET

CiviCRM - Thu, 07/12/2018 - 15:45

Learn to use and effectively manage CiviVolunteer 2.0, a CiviCRM extension, in this two hour on-line training course taught by Cividesk.

Click here for more info about this July 25th session and to register. Class size is kept small to allow time for questions, so register soon!

Please email Cividesk training manager, Susan Engeman with any questions. 

 

 

Categories: CRM

A little preparation helps good organizations be great clients

CiviCRM - Tue, 07/10/2018 - 17:02

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.

Categories: CRM

Contact Management on-line Training Session - Sign up Now!

CiviCRM - Mon, 07/09/2018 - 12:19

Several spots are still left for the on-line Fundamentals of Contact Mangement training taught by Cividesk on Tuesday, July 10th from 4 to 6 pm MDT (Denver, Colorado). Please note this special time to accomodate CiviCRM users in Australia and New Zealand (training will be on Wednesday July 11th for users in that time zone).

Click here for more information and to pay/register for this  training session on managing contacts in CiviCRM designed for new users. 

Categories: CRM

Administrator and Developer Training this October, UK

CiviCRM - Mon, 07/09/2018 - 05:49

As part of the UK CiviCamp event in October, we are also offering two-day Administrator Training and two-day Residential Developer Training on CiviCRM.

Categories: CRM
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