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Setup

CiviCRM system status

Starting in 4.7, the CiviCRM System Status screen shows you a view of the current status of your CiviCRM installation. It is found at Administer > Administration Console > System Status.

Screen Shot of CiviCRM System Status

Items in Red need to be addressed as soon as possible. An item in red generally indicates something broken that will stop CiviCRM from working normally.

Items in Orange should be addressed as soon as you can and may stop you from completing key CiviCRM tasks.

Items in Green are set up correctly and are on the screen for information only.

Fixing issues

If you have an issue that needs to be addressed, click the link provided or the question mark icon for additional support.

Configuring a New Site

After installing a new instance of CiviCRM, site administrators should review the following list of configuration tasks - and implement any that are related to the features and components that will be used by their organization.

Tip

You must be logged in as a user with administer CiviCRM permission to complete these tasks. All configuration settings are accessed from the Administer CiviCRM page.

Site configuration

  • Configure » Global Settings » Localization » - Language, currency, list of the countries.
  • Configure » Domain Information - Organization name, email address for system-generated emails, organization address.

Viewing and Editing Contacts

  • Configure » Global Settings » Site Preferences - Configure screen and form elements for Viewing Contacts, Editing Contacts, Advanced Search, Contact Dashboard and WYSIWYG Editor.
  • Configure » Global Settings » Address Settings - Format addresses in mailing labels, input forms and screen display.
  • Configure » Global Settings » Mapping and Geocoding - to display maps
  • Configure » Global Settings » Miscellaneous - Contact search behaviors, RECAPTCHA configuration

Sending Emails (includes contribution receipts and event confirmations)

  • Configure » Global Settings » Outbound Email (SMTP/Sendmail)
  • Option Lists » From Email Addresses - Define general email address(es) that can be used as the FROM address when sending email to contacts from within CiviCRM (e.g. info@example.org)

Online Contributions / Online Membership Signup / Online Event Registration

  • Configure » Global Settings » Payment Processors
  • You will also need to change the access rights so anonymous users can contribute/sign up/register

Organize your contacts

Once you've completed these settings, you can move on to exploring and configuring custom fields, profiles, as well as the various optional components for fundraising and constituent engagement:

  • CiviContribute and CiviPledge
  • CiviEvent
  • CiviMember
  • CiviMail
  • CiviCase
  • CiviGrant