AdoptOS

Assistance with Open Source adoption

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

McSpringtime - Scotland 2nd time out

CiviCRM - Wed, 03/21/2018 - 08:12
On a sunny Monday  in early March another great meet up, organised by Graham and Marcus was kindly hosted by Macmillan Cancer Support.  You might wonder what a Rotary Club, charities from entirely different fields, and a developer with a host of varying clients have in common apart from the obvious need to manage organisational relationships and data with an excellent open source CRM.    
Categories: CRM

San Francisco Bay Area gets its first CiviCamp

CiviCRM - Tue, 03/20/2018 - 14:02

We are excited to announce that registration is open for CiviCamp SF Bay Area 2018 — the first-ever low-cost daylong meetup in our region specifically designed for current CiviCRM users and non-users who want to explore CiviCRM.

Categories: CRM

v5.0: The littlest biggest increment

CiviCRM - Tue, 03/13/2018 - 19:36

During this coming April, you may notice something peculiar on the civicrm.org download page -- instead of 4.7.32, you'll see a jump up to 5.0.0. Does this mean that CiviCRM is finally implementing a personal voice-assistant to take-down Amazon Echo? Nope. Maybe it means open-season on changes, granting a general license to break backward-compatibility? Nope. 5.0 is boring. It's basically the same thing as 4.7. It's just a big number with a little change.

Categories: CRM

Prototype of form-processor and action-provider extension

CiviCRM - Tue, 03/13/2018 - 10:38

I have finished a working prototype of the form-processor and action-provider extension. See my previous blog post for where the idea came from.

Below I will explain what you can do with this extension. Lets assume we have an external website where students can signup to volunteer in a summer program. When a student has signed up we want this data to be present in CiviCRM and the student added to the group student volunteers.

Categories: CRM

CiviCRM 4.7.31 and 4.6.36 release

CiviCRM - Thu, 03/08/2018 - 13:22
Greetings, CiviCRM community!   We are glad to announce the March CiviCRM 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 4.7.31 can be accessed here.   SPECIAL THANKS:
Categories: CRM

6 unique challenges that women in business face and how to overcome them

VTiger - Thu, 03/08/2018 - 04:36
There is no doubt that women are making great strides in the business world. Studies show that, women are better at taking calculated risks, less prone to overconfidence, more ambitious to climb up the corporate ladder, and are more successful at entrepreneurship. Yet, they continue to encounter (and overcome) unique challenges at workplace every day. […]
Categories: CRM

Contact Management on-line training - March 7th at 1 pm MT

CiviCRM - Mon, 03/05/2018 - 13:50

Cividesk is offering our new user class on the Fundamentals of Contact Management this Wednesday, March 7th from 1 - 3 pm MT (3 - 5 pm ET).  Click here for more information and to register. Class size is kept small to allow for questions, and classes do fill up, so we recommend registering soon!

This is an excellent introduction to contact management for those who are new to CiviCRM or require more formal instruction.

Categories: CRM

New CiviCRM Extension - Collapse Comms and Demographics

CiviCRM - Fri, 03/02/2018 - 06:13

On many occasions, clients have mentioned that the contact summary screen loses a lot of prime space to the communication preferences and demographics sections.

“Is there no way to collapse them by default like you can with custom data? They are rarely used but are needed”

They’re aware that demographics and communication preferences can be removed via the UI (/civicrm/admin/setting/preferences/display?reset=1)

This is a simple extension that collapses both the communication preferences and demographics sections by default on the summary page.

Categories: CRM
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