AdoptOS

Assistance with Open Source adoption

CRM

Vtiger recognised as “One to Watch” and voted 4th best in cloud CRMs!

VTiger - Tue, 09/25/2018 - 01:26
It’s always a delight to receive great feedback from our customers. It’s our way of knowing that our efforts are being acknowledged and loved. Excitingly enough, Vtiger was recently recognised as “One to Watch” in the mid-size market category by CRM Magazine as part of their 2018 CRM Market Awards. Also, we take great pleasure […]
Categories: CRM

Membership Renewal online class - Wednesday, September 26th

CiviCRM - Sun, 09/23/2018 - 16:51

Join Cividesk on Wednesday, September 26th at 9 am PT/ 10 am MT/ 11 am CT/ 12 pm ET for this informative 2 hour online session that will cover best practices for organizing membership renewals in CiviCRM.  This class is recommended as the next step in your CiviCRM training for those who have taken the "Fundamentals of Membership Management" session. 

Categories: CRM

Great CiviCRM meetup in Antwerp!

CiviCRM - Fri, 09/21/2018 - 07:45

On Tuesday 11 September 2018 we had quite an enjoyable and interesting CiviCRM meetup in Antwerp.

     

A total of 32 participants gathered at the University of Antwerp Middelheim campus to share their stories around CiviCRM.

Categories: CRM

Introducing Diet Civi

CiviCRM - Fri, 09/21/2018 - 07:21

Diet Civi is a new "working" group within the CiviCRM community.

 

Our main objectives are to

  • improve CiviCRM’s ability to support a variety of different workflows on the common core data model.

  • define, coordinate, foster, and fund projects to achieve this.

 

Categories: CRM

CiviCamp Hartford is in less than a week!

CiviCRM - Mon, 09/17/2018 - 11:18

CiviCamp Hartford 2018 is coming this coming Monday, 9/24, and for only $30 will feature:

Categories: CRM

CiviCRM - Android mobile App - Smartcivi

CiviCRM - Sun, 09/16/2018 - 19:22

 

I had always been thinking of developing a mobile app for CiviCRM and in the process of achieving the same, I have released an initial version of my mobile app just for Android named as SMARTCIVI.

What is Smartcivi?

Smartcivi is an Android mobile application for CiviCRM which is used for displaying CiviCRM content in Mobile Application – For now smartcivi is just a read only application.

Categories: CRM

Sales stress: 5 ways managers can help their team

VTiger - Fri, 09/14/2018 - 03:40
If you’re a sales manager, we understand that you manage a team that constantly works under high pressure. Every time you set an ambitious goal or create a competitive environment for you team, you trigger stress – that is both helpful and hurtful. When harnessed, the stress helps your team members push themselves to reach […]
Categories: CRM

Announcing CiviCRM 5.5 Release

CiviCRM - Wed, 09/12/2018 - 07:58
This latest CiviCRM 5.5 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 5.5 can be accessed here.   SPECIAL THANKS:
Categories: CRM

Contact Layout Editor: A MIH Success Story

CiviCRM - Tue, 09/11/2018 - 15:39

It's here! Thanks to over $16,000 contributed by 24 individuals and organizations, we are pleased to announce the official release of the Contact Layout Editor. The success of this Make-It-Happen campaign is a tribute to the power of the CiviCRM user community coming together to create something that benefits everyone.

Categories: CRM

Automate and simplify your inventory management process

VTiger - Fri, 09/07/2018 - 00:29
If inventory management is an essential part of your business, we have good news for you! We’ve built a new Inventory Add-on that helps optimize your inventory management process and warehouse operations. The add-on streamlines your order management by allowing you to create delivery notes, receipt notes, credit notes, and bills within Vtiger. This means […]
Categories: CRM

Fundamentals of Contribution Management online training - September 5th

CiviCRM - Wed, 08/29/2018 - 14:41

This two hour training session taught by Cividesk is a great introduction to CiviContribute and will help you optimize this module to record and track contributions to your non-profit and improve your interaction with your donors.

Click here to learn more about the topics covered in the Fundamentals of Contribution Management and to register for this class held on Wednesday, September 5th at 9 am MT/11 am ET.  

Categories: CRM

End of life plans for 5.x php versions & planning for 7.0 EOL

CiviCRM - Tue, 08/28/2018 - 04:44
This blog serves as advance notice of our intention to stop supporting php versions 5.5, 5.6 and our ongoing evaluation of 7.0.   For php 5.5 we intend to end support in January 2019. This is already unsupported by php and we strongly recommend you upgrade off it as soon as possible. The release in February 2019 will be the first release that does not support php 5.5   For php 5.6 our TARGET is to end support in September 2019 (Oct release would support php 7.0+).
Categories: 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
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