Assistance with Open Source adoption


Fundamentals of Membership Management - Training session on Friday, March 2nd

CiviCRM - Mon, 02/26/2018 - 12:44

This two hour on-line training on Friday, March 2nd (9 am PT/ 10 am MT/ 11 am CT/ 12 pm ET) taught by Cividesk is perfect for new users of CiviCRM who would like to learn all the basics of CiviMember.  

Categories: CRM

User Guide documentation sprint to happen remotely, March 22nd/23rd/24th

CiviCRM - Tue, 02/20/2018 - 17:35

The Documentation Working Group is planning a remote sprint to improve content in the User Guide. Everyone is invited to participate! Experience editing our docs will be helpful but not required.

Sign up to join this sprint

Categories: CRM

CiviCamps in the UK, 2018!

CiviCRM - Mon, 02/19/2018 - 06:47


This year we will have two CiviCamps in the UK to choose from!

  • May 15th in London

  • October 5th in Manchester

Categories: CRM

"Customize your Database with Custom Fields and Profiles" on-line training - Feb. 22nd

CiviCRM - Thu, 02/15/2018 - 18:39

Cividesk has created an on-line training session to guide you through the basics of creating custom fields and to show you how to use profiles to gather custom data from contacts through the creation of an on-line form. When you leave this class, you'll be able to customize CiviCRM to gather and store data that is unique to your organization, as well as better understand the various uses of profiles in CiviCRM.

Categories: CRM

Outlook 365 CiviCRM Plugin - Looking for funding

CiviCRM - Thu, 02/15/2018 - 04:03

Last month I made a proposal for a client to integrate CiviCRM with Outlook 365. This proposal was rejected because the client did not go for an e-mail migration to Outlook 365. So the need for this plugin was gone.

The plan was that this integration would do the following:

Categories: CRM

CiviNYC 2018 Kickoff at Columbia University

CiviCRM - Wed, 02/14/2018 - 13:28

After many many many months, we had another CiviNYC day last week at Columbia University, thanks to Bashar Makhay (@themak) of the Office of Government and Community Affairs.

Categories: CRM

My experencies at the Sprint: Form Processor and Action Provider extension

CiviCRM - Mon, 02/12/2018 - 08:03

Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.

Form Processor

I started the sprint to work on a new extension the form processor.  This idea came to my mind as I had a few clients at which I had to develop a custom api for data coming from their website (in those cases CiviCRM was separated from the website). And my idea was that I wanted to give system administrator and implementers a tool in which they could create those kind of API by themselves. So the form processor was born.

Categories: CRM

CiviCRM Pivot Report

CiviCRM - Fri, 02/09/2018 - 12:56

Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.

Categories: CRM

Using and improving the Documents extension (a Drupal extension by CiviCoop)

CiviCRM - Thu, 02/08/2018 - 23:26

CiviCoop have produced a wonderful extension, Documenten, which provides some great new features for adding attachments to Case Activities and storing them in a user-friendly way (a Documents tab on the Contact record), as well as the ability to update files with newer versions of the file. Some of the extensions features were only functioning when Cases and Activities were being created through the Webform CiviCRM feature.

Categories: CRM

Improvements to inbound emails to Cases in 4.7.30

CiviCRM - Thu, 02/08/2018 - 23:00

MEAA are a union organisation in Australia with a very wide brief including both union activism and membership drives, as well as legal services to its members.

They use Cases extensively and we were keen to deliver some improvements to 'inbound email' so that they could include the case id in the subject, and have the email added to the relevant case.

Categories: CRM

Controlling which Activities have Notifications sent to the Assignee

CiviCRM - Thu, 02/08/2018 - 22:25

We have recenting been working with MEAA to build new functionality in to their CiviCRM in order to build their capabilities.

One of the requirements that arose was to be able to set some Activity Types to send notifications to the Assignee without triggering them for all Activity Types.

This feature was accepted by core and is now available in 4.7.30 release.

Categories: CRM

CiviCRM 4.7.30 and 4.6.35 release

CiviCRM - Thu, 02/08/2018 - 13:30
Greetings, CiviCRM community!   First CiviCRM release this year 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 4.7.30 can be accessed  here.   SPECIAL THANKS:
Categories: CRM

CiviCamp Denver - Back in the Mile High City for 2018

CiviCRM - Wed, 02/07/2018 - 19:53
CiviCRM is back in Denver for a Mile-High CiviCamp brought to you by CiviCRM partner, Cividesk. This casual, locally organized one-day event is intended for evaluating, new and current users of CiviCRM.   Attend the morning sessions to learn about what CiviCRM can do for your organization, take part in the afternoon sessions to hone your CiviCRM skills or attend the "Ask an Expert" session for answers to all your questions.   
Categories: CRM

Fosdem, CiviCamp Brussels and the sprint make a great mix!

CiviCRM - Wed, 02/07/2018 - 15:21

Just arrived back home after spending a few days with the CiviCRM community in Brussels. And as always I really enjoyed myself and returned inspired and full of inspiration.

Categories: CRM

GDPR and CiviCRM

CiviCRM - Sun, 02/04/2018 - 18:24

Our new extension aims to enable charities/organisations to manage their supporters in a GDPR compliant manner. GDPR in itself does not introduce many new requirements however it does introduce a number of new obligations on organisations that hold and use data about individuals.

Categories: CRM

Organizing Successful Events in CiviCRM - February 7th at 10 am MT

CiviCRM - Fri, 02/02/2018 - 16:09

Cividesk wlll be offering the intermediate level on-line training for Events, Organizing Successful Events in CiviCRM on Wed., February 7th from 10 am to 12 pm MT.  This class is a good follow-up to the Fundamentals of Event Management taught by Cividesk.

Categories: CRM

Free CiviCRM Training

CiviCRM - Fri, 02/02/2018 - 11:59

One way we try to give back to the CiviCRM community is by offering free user training each Wednesday in the form of one-hour webinars focused on specific areas of Civi. We've recently posted our upcoming training sessions for the next few months. To find out more or to register, go to We hope you will join us!

Brought to you by Greenleaf Advancement.

Categories: CRM


SugarCRM - Thu, 03/12/2015 - 07:00
New modules translated: EmailAddresses, EmailMan, EmailMarketing, Emails, EmailTemplates, Employees, Groups, History, InboundEmail, LabelEditor, Roles, SavedSearch, Users
Categories: CRM

Agile SugarCRM to Exchange Synchronizer 4.3.1 is Out

SugarCRM - Thu, 03/12/2015 - 07:00
Compatibility fix for servers with the patch for POODLE exploit recently applied. Upgrade to this version is recommended for all users.
Categories: CRM

AlineaSol SolCRM coming up in November

SugarCRM - Thu, 03/12/2015 - 07:00
Dear all, Just wanted to share with you the upcoming releases (November) for our product Portfolio: - AlineaSol Blue Theme will be officially commercialised Up and till now we only exposed this to our current customers but we will be marketing this as General Available. We are planning only an Enterprise version for this, but we think the price is appealing! It gives Sugar CE a much more professional look. - AlineaSol WFM (both enterprise and community) We have now a full graphical editor under Beta. This will definitely help in the creation of new flows. We have also started working on libraries to add more off-the-shelve functions. We will be opening also this mechanism to third parties so that you can define/share your own libraries. Library support will though not be available in November (early releases in December/January) - AlineaSol Reports We have been adding a considerable number of new features. Just to mention a few: possibility to support cascaded joins (you can now connect more modules within one report); support for inner and outer joins; inheritance of filters within SQL; support for clean CSV (to facilitate Excel processing), export to .xls format... This will be all available in November. We are starting to work now on more complex report presentations, picking up data from multiple reports and presenting this in one-go. You can expect early releases of this in January. - AlineaSol Projects We are looking now into supporting additional fields as part of the GANTT so that you can adapt this to your needs. Not sure if this will be November or a December delivery. There are some additional projects that we are just starting, but more about those iin a later update. In any case, we will be sharing soon a demo site so that you can test this all out (already available to our enterprise customers) Enjoy! @AlineaSol
Categories: CRM
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