AdoptOS

Assistance with Open Source adoption

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

Take your first step towards being GDPR compliant – get rid of duplicate contacts

VTiger - Sun, 07/08/2018 - 23:43
In the wake of GDPR, businesses are taking measures to keep their CRM data accurate and up-to-date. But, many businesses, without realising, fail in their efforts to be compliant because of one common problem – duplicate records. How do duplicate contact records jeopardise your efforts to comply with GDPR? Let’s say you’ve saved contact details […]
Categories: CRM

CiviCRM 5.3 release

CiviCRM - Thu, 07/05/2018 - 18:52
This latest CiviCRM 5.3 release is now ready to download. Please also note the important information for the upcoming security release.   RELEASE NOTES: Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version.  The release notes for 5.3 can be accessed here.  
Categories: CRM

v2.1.1

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

New features with QuickCRM 4.0

SugarCRM - Thu, 03/12/2015 - 07:00
New maps features (using JJWDesign Google Maps) on your mobile: - Filter maps with "My records" or saved searches - Different markers depending on field values - Search close to an address Also : - Convert Leads ... More details at http://www.quickcrm.fr/mobile/en/content/8-new-version-has-been-released
Categories: CRM

Asterisk Connectivity with SugarOnDemand

SugarCRM - Thu, 03/12/2015 - 07:00
We are also providing Asterisk Connectivity with SugarOnDemand User with any flavor. For More Information please drop a mail @ kirti.softworld@gmail.com
Categories: CRM

Address Lookup addon video released.

SugarCRM - Thu, 03/12/2015 - 07:00
Video Link : https://www.youtube.com/watch?v=fdqJsAIvksA
Categories: CRM
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