Credits¶
Since 2016 this book has been maintained in Github. Refer to https://github.com/civicrm/civicrm-user-guide/graphs/contributors for a list of contributors since then.
Contributors prior to 2016 are listed below under the section headings in use at the time.
About this book
Modifications: michaelmcandrew - Michael McAndrew 2014
What is CiviCRM?
Modifications: Stoob - Stuart G 2012 brylie - Brylie Oxley 2012 jchester - JoAnne Chester 2013, 2014 michaellogue - Michael Logue 2013 michaelmcandrew - Michael McAndrew 2013, 2012 davidshq - Dave Mackey 2013 adam - adam hyde 2011
Real world examples
Modifications: colemanw - Coleman Watts 2014 tonyguzman4 - Tony Guzman 2012 Katymoon - Katy Jockelson 2011 davidshq - Dave Mackey 2012 AbrilRocabert - Abril Rocabert 2012
Components
Modifications: arcurus - Martin Auer 2015 michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2013, 2014 phillipclarke29 - Philip Clarke 2013
Extensions
Modifications: arandajl08 - Joshua Aranda 2014 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2013, 2014
Who is CiviCRM?
Modifications: Katymoon - Katy Jockelson 2011 brylie - Brylie Oxley 2012 jchester - JoAnne Chester 2014 adam - adam hyde 2011
Is CiviCRM for you?
Modifications: jchester - JoAnne Chester 2014 Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2012 kasiawaka - Kasia Wakarecy 2012 adam - adam hyde 2011
Identifying your needs
Modifications: reperry - Robyn Perry 2011 jehanley - Jane Hanley 2012 michaelmcandrew - Michael McAndrew 2015 AbrilRocabert - Abril Rocabert 2012 kasiawaka - Kasia Wakarecy 2012 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011
Test it out
Modifications: michaelmcandrew - Michael McAndrew 2015 kasiawaka - Kasia Wakarecy 2012 brylie - Brylie Oxley 2012 jchester - JoAnne Chester 2014
Hosting
Modifications: Simon_West - Simon West 2012 brylie - Brylie Oxley 2012 jchester - JoAnne Chester 2014
Transitioning to CiviCRM
Modifications: reperry - Robyn Perry 2011 Stoob - Stuart G 2012 jchester - JoAnne Chester 2014 davidshq - Dave Mackey 2012 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011
Installation and basic set-up
Modifications: reperry - Robyn Perry 2012 michaelmcandrew - Michael McAndrew 2015, 2011, 2013 jchester - JoAnne Chester 2014, 2015, 2013 phillipclarke29 - Philip Clarke 2013 DavidGreenberg - David Greenberg 2012 techczech - Dominik Lukes 2011 adam - adam hyde 2011 arandajl08 - Joshua Aranda 2014 Simon_West - Simon West 2012 Katymoon - Katy Jockelson 2011
Scheduled jobs
Modifications: DavidGreenberg - David Greenberg 2012 jbertolacci - Jason Bertolacci 2013 Stoob - Stuart G 2012 michaelmcandrew - Michael McAndrew 2012 slovak - Peter Petrik 2013
Customizing the user interface
Modifications: gtona - Galata Tona 2015 DavidGreenberg - David Greenberg 2012 jchester - JoAnne Chester 2014, 2015, 2013 tonymazz - Tony Mazzarella 2014 leesajay - Lisa Jervis 2012
Permissions and access control
Modifications: michaelmcandrew - Michael McAndrew 2013, 2014, 2015 arandajl08 - Joshua Aranda 2014 Simon_West - Simon West 2012 brylie - Brylie Oxley 2012 jchester - JoAnne Chester 2014
Security
Modifications: michaelmcandrew - Michael McAndrew 2015, 2012 jchester - JoAnne Chester 2014 davidshq - Dave Mackey 2012 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011 Simon_West - Simon West 2012
Email system configuration
Modifications: michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2013, 2014 cborgia - Chris Borgia 2012 marcel - Marcel Clausen 2012 jbertolacci - Jason Bertolacci 2013 DavidGreenberg - David Greenberg 2012 slovak - Peter Petrik 2013 techczech - Dominik Lukes 2011 Katymoon - Katy Jockelson 2011 craftee123 - Sarah Craft 2014
Logging
Modifications: michaelmcandrew - Michael McAndrew 2013, 2011, 2015 jchester - JoAnne Chester 2014, 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011
Menu, dashboard and dashlets
Modifications: reperry - Robyn Perry 2012, 2011 colemanw - Coleman Watts 2014 Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2013
Keyboard shortcuts
Modifications: michaelmcandrew - Michael McAndrew 2012 jchester - JoAnne Chester 2014 leesajay - Lisa Jervis 2012
Searching
Modifications: reperry - Robyn Perry 2011, 2012 michaelmcandrew - Michael McAndrew 2013, 2011 jchester - JoAnne Chester 2015, 2013, 2014 phillipclarke29 - Philip Clarke 2013 colemanw - Coleman Watts 2013, 2014 DavidGreenberg - David Greenberg 2012 gtona - Galata Tona 2015 adam - adam hyde 2011 helen - helen varley jamieson 2011 Simon_West - Simon West 2012 Katymoon - Katy Jockelson 2011 gibsonoliver - oliver gibson 2012
Undelete
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2015, 2014
Overview
Modifications: reperry - Robyn Perry 2011 jehanley - Jane Hanley 2012 davem - Dave Moreton 2011 kasiawaka - Kasia Wakarecy 2012 kellieateff - Kellie Brownell 2012 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011
Mapping your data
Modifications: michaelmcandrew - Michael McAndrew 2012 jchester - JoAnne Chester 2013 phillipclarke29 - Philip Clarke 2013 kasiawaka - Kasia Wakarecy 2012 avaguilar - Alice Aguilar 2014 kellieateff - Kellie Brownell 2012 DavidGreenberg - David Greenberg 2012 brylie - Brylie Oxley 2012
Contacts
Modifications: KatyJ - Katy Jockelson 2012 reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2014, 2015, 2013 jbertolacci - Jason Bertolacci 2013 DavidGreenberg - David Greenberg 2012 davidshq - Dave Mackey 2012 adam - adam hyde 2011 LindseyM - Lindsey Mansfield 2012 Simon_West - Simon West 2012 Katymoon - Katy Jockelson 2011 tonymazz - Tony Mazzarella 2014
Groups and tags
Modifications: reperry - Robyn Perry 2012, 2011 michaelmcandrew - Michael McAndrew 2012, 2013, 2011, 2015 jchester - JoAnne Chester 2014 colemanw - Coleman Watts 2014 adam - adam hyde 2011 LindseyM - Lindsey Mansfield 2012 Katymoon - Katy Jockelson 2011 waldir - Waldir Pimenta 2011 avaguilar - Alice Aguilar 2012
Smart groups
Modifications: booki - adam or aco 2011 michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2013, 2014 phillipclarke29 - Philip Clarke 2013
Activities
Modifications: KatyJ - Katy Jockelson 2012 michaelmcandrew - Michael McAndrew 2013, 2012, 2011 roshani - Roshani Kothari 2015 davem - Dave Moreton 2011 katesneed - Kate Sneed 2015 DavidGreenberg - David Greenberg 2012 Katymoon - Katy Jockelson 2011 nathan.porter - Nathan Porter 2014
Relationships
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2013, 2011 jchester - JoAnne Chester 2014 colemanw - Coleman Watts 2014 DavidGreenberg - David Greenberg 2012 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011
Custom fields
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014 DavidEsrati - David Esrati 2013 jbertolacci - Jason Bertolacci 2013 arcurus - Martin Auer 2015 gtona - Galata Tona 2015 adam - adam hyde 2011 helen - helen varley jamieson 2011 Simon_West - Simon West 2012 Katymoon - Katy Jockelson 2011
Profiles
Modifications: Stoob - Stuart G 2013 michaelmcandrew - Michael McAndrew 2012, 2013 jchester - JoAnne Chester 2013, 2014 colemanw - Coleman Watts 2014 JoeMurray - Joe Murray 2013 jbertolacci - Jason Bertolacci 2013 brylie - Brylie Oxley 2012 Simon_West - Simon West 2012 leesajay - Lisa Jervis 2012 gibsonoliver - oliver gibson 2013
Importing data
Modifications: reperry - Robyn Perry 2012 biologyben - Ben Shuman 2014 michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2014 kasiawaka - Kasia Wakarecy 2012 lynxlynxlynx - Jaka Kranjc 2015, 2014 gtona - Galata Tona 2015 adam - adam hyde 2011 slovak - Peter Petrik 2013 Katymoon - Katy Jockelson 2011 nathan.porter - Nathan Porter 2014
Exporting data
Modifications: Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011
Deduping and merging
Modifications: reperry - Robyn Perry 2012 Stoob - Stuart G 2014 michaelmcandrew - Michael McAndrew 2011 Upperholme - Graham Mitchell 2013 Simon_West - Simon West 2012 slovak - Peter Petrik 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 jamienovick - Jamie Novick 2013
Tokens and mail merge
Modifications: michaelmcandrew - Michael McAndrew 2015, 2012 colemanw - Coleman Watts 2014 DavidGreenberg - David Greenberg 2012 techczech - Dominik Lukes 2011 adam - adam hyde 2011 Simon_West - Simon West 2012 Katymoon - Katy Jockelson 2011 leesajay - Lisa Jervis 2012
Postal mail communications
Modifications: DavidGreenberg - David Greenberg 2012 michaelmcandrew - Michael McAndrew 2012 jchester - JoAnne Chester 2014
Automating tasks
Modifications: kellieateff - Kellie Brownell 2012 michaelmcandrew - Michael McAndrew 2012 kasiawaka - Kasia Wakarecy 2012 jbertolacci - Jason Bertolacci 2013
What is CiviContribute?
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2015 booki - adam or aco 2011 DavidGreenberg - David Greenberg 2012 davidshq - Dave Mackey 2012 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011, 2012
What you need to know
Modifications: reperry - Robyn Perry 2011 trish - TBA 2012 jchester - JoAnne Chester 2014 davem - Dave Moreton 2011 michaelmcandrew - Michael McAndrew 2013 jbertolacci - Jason Bertolacci 2013 DavidGreenberg - David Greenberg 2012 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2012
Set-up
Modifications: michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2015, 2014 jbertolacci - Jason Bertolacci 2013 nathan.porter - Nathan Porter 2014 Simon_West - Simon West 2012 DavidGreenberg - David Greenberg 2012, 2014 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 TommyBobo - Tommy Bobo 2014 avaguilar - Alice Aguilar 2012, 2014 gibsonoliver - oliver gibson 2014
Everyday tasks
Modifications: michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2015, 2014 roshani - Roshani Kothari 2015 avaguilar - Alice Aguilar 2012 jbertolacci - Jason Bertolacci 2013 DavidGreenberg - David Greenberg 2012 gtona - Galata Tona 2015 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 Simon_West - Simon West 2012
Soft credits
Modifications: jehanley - Jane Hanley 2014 michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2013 adam - adam hyde 2011 marisaporter - Marisa Porter 2014 tonymazz - Tony Mazzarella 2014
Personal Campaign Pages
Modifications: roshani - Roshani Kothari 2015 Simon_West - Simon West 2012 DavidGreenberg - David Greenberg 2013 jchester - JoAnne Chester 2015 Stoob - Stuart G 2012
Accounting Integration
Modifications: ehbk - Eliet Henderson 2013 jchester - JoAnne Chester 2014 jehanley - Jane Hanley 2013 JoeMurray - Joe Murray 2015
Payment processors
Modifications: reperry - Robyn Perry 2012, 2011 michaelmcandrew - Michael McAndrew 2012, 2014, 2015 davem - Dave Moreton 2011 JoeMurray - Joe Murray 2013 DavidGreenberg - David Greenberg 2012 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011
Invoicing
Modifications: roshani - Roshani Kothari 2015 michaelmcandrew - Michael McAndrew 2015 katesneed - Kate Sneed 2015
Sales Tax and VAT
Modifications: reperry - Robyn Perry 2011, 2012 michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2015 roshani - Roshani Kothari 2015 katesneed - Kate Sneed 2015 JoeMurray - Joe Murray 2015 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011 Simon_West - Simon West 2012 leesajay - Lisa Jervis 2012
Reports and analysis
Modifications: Abril - Abril Rocabert 2011 Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2015
What is CiviPledge?
Modifications: Simon_West - Simon West 2012 Stoob - Stuart G 2012
What you need to know
Modifications: michaelmcandrew - Michael McAndrew 2015 jbertolacci - Jason Bertolacci 2013 Simon_West - Simon West 2012 DavidGreenberg - David Greenberg 2012 Stoob - Stuart G 2012
Set-up
Modifications: reperry - Robyn Perry 2011 Stoob - Stuart G 2012 jchester - JoAnne Chester 2015 davem - Dave Moreton 2011 avaguilar - Alice Aguilar 2014 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011 Simon_West - Simon West 2012
Everyday tasks
Modifications: Simon_West - Simon West 2012 Stoob - Stuart G 2012 jchester - JoAnne Chester 2015 katesneed - Kate Sneed 2015
Pledges Reports and Analysis
Modifications: jchester - JoAnne Chester 2015 avaguilar - Alice Aguilar 2014
Introduction to events
Modifications: michaelmcandrew - Michael McAndrew 2015, 2011 maya - Maya Gibbs 2014 davem - Dave Moreton 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011 jchester - JoAnne Chester 2013, 2015, 2014 Katymoon - Katy Jockelson 2011 petednz - Peter Davis 2012
Event planning
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2013, 2011, 2012, 2015 maya - Maya Gibbs 2014 davem - Dave Moreton 2011 jbertolacci - Jason Bertolacci 2012 DavidGreenberg - David Greenberg 2012 adam - adam hyde 2011 jchester - JoAnne Chester 2013, 2014 helen - helen varley jamieson 2011 arandajl08 - Joshua Aranda 2014 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011 petednz - Peter Davis 2012
Creating an event
Modifications: michaelmcandrew - Michael McAndrew 2015, 2014 maya - Maya Gibbs 2014 kckrupp - Kevin C. Krupp 2012
Online event registration
Modifications: jchester - JoAnne Chester 2015 michaelmcandrew - Michael McAndrew 2015 maya - Maya Gibbs 2014
Integrating events with your website
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2015, 2014 jbertolacci - Jason Bertolacci 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 leesajay - Lisa Jervis 2012
Manual event registration
Modifications: michaelmcandrew - Michael McAndrew 2015 maya - Maya Gibbs 2014 avaguilar - Alice Aguilar 2012
Keeping track of events and participants
Modifications: jbertolacci - Jason Bertolacci 2012 michaelmcandrew - Michael McAndrew 2015 maya - Maya Gibbs 2014
Event badges
Modifications: reperry - Robyn Perry 2012 Abril - Abril Rocabert 2011 Stoob - Stuart G 2012 michaelmcandrew - Michael McAndrew 2012, 2015, 2014 jchester - JoAnne Chester 2014, 2013 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011
Complex event fees (price sets and discounts)
Modifications: kellieateff - Kellie Brownell 2012 maya - Maya Gibbs 2014
Event templates
Modifications: kellieateff - Kellie Brownell 2012 maya - Maya Gibbs 2014
Event reports
Modifications: Abril - Abril Rocabert 2011 michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2013, 2015 DavidGreenberg - David Greenberg 2012 adam - adam hyde 2011 maya - Maya Gibbs 2014 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011, 2012 petednz - Peter Davis 2012
WHAT IS CIVICRM?
Modifications:
Custom data for events
Modifications: michaelmcandrew - Michael McAndrew 2015, 2012 maya - Maya Gibbs 2014
Repeating Events
Modifications: gtona - Galata Tona 2015 maya - Maya Gibbs 2014
REAL WORLD EXAMPLES
Modifications:
WHO IS CIVICRM?
Modifications:
ABOUT THIS BOOK
Modifications: DavidGreenberg - David Greenberg 2011
Introduction to memberships
Modifications: Upperholme - Graham Mitchell 2014 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014
Defining memberships
Modifications: michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014, 2015 katesneed - Kate Sneed 2015 DHepper - David Hepper 2014
Online membership sign up
Modifications: jcrothers - Jennifer Crothers 2014 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014 arandajl08 - Joshua Aranda 2014
IS CIVICRM FOR YOU?
Modifications:
Manual entry of memberships
Modifications: reperry - Robyn Perry 2011 jcrothers - Jennifer Crothers 2014 michaelmcandrew - Michael McAndrew 2014, 2015 jchester - JoAnne Chester 2014 avaguilar - Alice Aguilar 2014
ORGANISATIONAL ANALYSIS
Modifications:
PROJECT MANAGEMENT
Modifications:
Membership pricesets
Modifications: laryn - Laryn Kragt Bakker, CEDC.org 2014 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014 leesajay - Lisa Jervis 2012
Finding and viewing memberships
Modifications: michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2014, 2015 katesneed - Kate Sneed 2015 kckrupp - Kevin C. Krupp 2012 arandajl08 - Joshua Aranda 2014 avaguilar - Alice Aguilar 2014
HOW DATA IS ORGANISED?
Modifications:
Membership reports
Modifications: michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2015, 2014 katesneed - Kate Sneed 2015 kckrupp - Kevin C. Krupp 2012 arandajl08 - Joshua Aranda 2014 avaguilar - Alice Aguilar 2014
EXTENDING CORE DATA
Modifications:
Renewals
Modifications: arandajl08 - Joshua Aranda 2014 Simon_West - Simon West 2012 michaelmcandrew - Michael McAndrew 2014 jchester - JoAnne Chester 2014, 2015
PROFILES
Modifications: DavidGreenberg - David Greenberg 2011
Cancelling and expiring memberships
Modifications: kbrownell - Kellie Brownell 2012 kellieateff - Kellie Brownell 2012 michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2014 arandajl08 - Joshua Aranda 2014
Making member only websites
Modifications: arandajl08 - Joshua Aranda 2014 michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2014 leesajay - Lisa Jervis 2012
INSTALLATION
Modifications: DavidGreenberg - David Greenberg 2011
MENU AND DASHBOARD
Modifications: DavidGreenberg - David Greenberg 2011
What is CiviMail?
Modifications: michaelmcandrew - Michael McAndrew 2012, 2011, 2015 ehbk - Eliet Henderson 2012 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 leesajay - Lisa Jervis 2012
What you need to know
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2012, 2011 ehbk - Eliet Henderson 2012 techczech - Dominik Lukes 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 leesajay - Lisa Jervis 2012
CONTACTS
Modifications: DavidGreenberg - David Greenberg 2011
TAGS AND GROUPS
Modifications:
Set-up
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2014, 2013 colemanw - Coleman Watts 2014 ehbk - Eliet Henderson 2012 DavidGreenberg - David Greenberg 2012 techczech - Dominik Lukes 2011 tonymazz - Tony Mazzarella 2014 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 Simon_West - Simon West 2012 leesajay - Lisa Jervis 2012
SEARCHING
Modifications: DavidGreenberg - David Greenberg 2011
Maintaining Healthy Email Lists
Modifications: laryn - Laryn Kragt Bakker, CEDC.org 2014 michaelmcandrew - Michael McAndrew 2015 jchester - JoAnne Chester 2014 arandajl08 - Joshua Aranda 2014 gtona - Galata Tona 2015 tonymazz - Tony Mazzarella 2014
Everyday tasks
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2011 ehbk - Eliet Henderson 2012 katesneed - Kate Sneed 2015 Simon_West - Simon West 2012 DavidGreenberg - David Greenberg 2012 techczech - Dominik Lukes 2011 Katymoon - Katy Jockelson 2011 gtona - Galata Tona 2015 leesajay - Lisa Jervis 2012
IMPORTING
Modifications:
DEDUPING AND MERGING
Modifications:
Reports and analysis
Modifications: michaelmcandrew - Michael McAndrew 2015, 2011 jchester - JoAnne Chester 2015, 2013 ehbk - Eliet Henderson 2012 techczech - Dominik Lukes 2011 Katymoon - Katy Jockelson 2011 leesajay - Lisa Jervis 2012
EXPORTING
Modifications:
Scheduled reminders
Modifications: laryn - Laryn Kragt Bakker, CEDC.org 2014 michaelmcandrew - Michael McAndrew 2012, 2014 jchester - JoAnne Chester 2015, 2014 ChrisChinchilla - Chris Ward 2014 katesneed - Kate Sneed 2015 DavidGreenberg - David Greenberg 2012 tonymazz - Tony Mazzarella 2014 arandajl08 - Joshua Aranda 2014 leesajay - Lisa Jervis 2012 petednz - Peter Davis 2012
A/B Testing
Modifications: gtona - Galata Tona 2015 katesneed - Kate Sneed 2015
POSTAL MAIL
Modifications:
EVERYDAY TASKS
Modifications:
What is SMS?
Modifications: Simon_West - Simon West 2012
Set-up
Modifications: Simon_West - Simon West 2012 michaelmcandrew - Michael McAndrew 2015
WHAT IS CIVICONTRIBUTE?
Modifications:
PLANNING
Modifications:
Everyday tasks
Modifications: Simon_West - Simon West 2012
CONFIGURING
Modifications:
Reports and analysis
Modifications: Simon_West - Simon West 2012 jchester - JoAnne Chester 2015
EVERYDAY TASKS
Modifications:
What is CiviReport?
Modifications: Katymoon - Katy Jockelson 2011 davem - Dave Moreton 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011
WHAT IS CIVIEVENT?
Modifications:
What you need to know
Modifications: michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2015, 2014 davem - Dave Moreton 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011
Set-up
Modifications: jchester - JoAnne Chester 2015 colemanw - Coleman Watts 2015 roshani - Roshani Kothari 2015 davem - Dave Moreton 2011 jbertolacci - Jason Bertolacci 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 gtona - Galata Tona 2015 Katymoon - Katy Jockelson 2011
PLANNING
Modifications:
CONFIGURING
Modifications:
Everyday tasks
Modifications: Katymoon - Katy Jockelson 2011 jchester - JoAnne Chester 2015 helen - helen varley jamieson 2011
EVERYDAY TASKS
Modifications: DavidGreenberg - David Greenberg 2011
What is CiviCase
Modifications: reperry - Robyn Perry 2011 jchester - JoAnne Chester 2014 Upperholme - Graham Mitchell 2014 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2012
WHAT IS CIVIMEMBER?
Modifications:
What you need to know
Modifications: michaelmcandrew - Michael McAndrew 2013 jchester - JoAnne Chester 2014 Upperholme - Graham Mitchell 2014 davem - Dave Moreton 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 totten - Tim Otten 2014 avaguilar - Alice Aguilar 2012 emason - Eliot Mason 2014
PLANNING
Modifications:
Set-up
Modifications: reperry - Robyn Perry 2011 jchester - JoAnne Chester 2014, 2013 Upperholme - Graham Mitchell 2014 davem - Dave Moreton 2011 demeritcowboy - Dave D 2011 JoeMurray - Joe Murray 2013 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 totten - Tim Otten 2014 avaguilar - Alice Aguilar 2012 emason - Eliot Mason 2014
Every day tasks
Modifications: reperry - Robyn Perry 2011 Upperholme - Graham Mitchell 2014 demeritcowboy - Dave D 2011 DavidGreenberg - David Greenberg 2011 lynxlynxlynx - Jaka Kranjc 2015 helen - helen varley jamieson 2011 arandajl08 - Joshua Aranda 2014 Katymoon - Katy Jockelson 2011 tonymazz - Tony Mazzarella 2014 emason - Eliot Mason 2014
CONFIGURING
Modifications:
Reports and analysis
Modifications: Abril - Abril Rocabert 2011 Katymoon - Katy Jockelson 2011 jchester - JoAnne Chester 2014 davem - Dave Moreton 2011
EVERYDAY TASKS
Modifications:
What is CiviCampaign?
Modifications: reperry - Robyn Perry 2011 DavidEsrati - David Esrati 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011
WHAT IS CIVIMAIL?
Modifications:
What you need to know
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 DavidEsrati - David Esrati 2013 avaguilar - Alice Aguilar 2011, 2012 helen - helen varley jamieson 2011
PLANNING
Modifications:
Set-up
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 jchester - JoAnne Chester 2013 avaguilar - Alice Aguilar 2012, 2011 helen - helen varley jamieson 2011
SYSTEM CONFIGURATION
Modifications:
CONFIGURING
Modifications:
Everyday tasks
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 avaguilar - Alice Aguilar 2012, 2011 helen - helen varley jamieson 2011
Reports and analysis
Modifications: michaelmcandrew - Michael McAndrew 2011, 2015, 2013 jchester - JoAnne Chester 2014, 2015
EVERYDAY TASKS
Modifications:
What is CiviSurvey
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 avaguilar - Alice Aguilar 2011 helen - helen varley jamieson 2011
WHAT IS CIVICASE?
Modifications:
PLANNING
Modifications:
What you need to know
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 helen - helen varley jamieson 2011 avaguilar - Alice Aguilar 2011 gibsonoliver - oliver gibson 2013
Set-up
Modifications: reperry - Robyn Perry 2011 michaelmcandrew - Michael McAndrew 2013 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011, 2012 gibsonoliver - oliver gibson 2013
CONFIGURING
Modifications:
EVERYDAY TASKS
Modifications:
Everyday tasks
Modifications: reperry - Robyn Perry 2011 DavidEsrati - David Esrati 2013 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2012, 2011 gibsonoliver - oliver gibson 2013
Reports and analysis
Modifications: michaelmcandrew - Michael McAndrew 2015, 2011 jchester - JoAnne Chester 2015 adam - adam hyde 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011 gibsonoliver - oliver gibson 2013
WHAT IS CIVICAMPAIGN
Modifications: avaguilar - Alice Aguilar 2011
GOTV voter tracking
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011 helen - helen varley jamieson 2011
CAMPAIGN PLANNING
Modifications: michaelmcandrew - Michael McAndrew 2011
What is CiviPetition?
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 avaguilar - Alice Aguilar 2011, 2012 helen - helen varley jamieson 2011
CAMPAIGN CONFIGURATION
Modifications: michaelmcandrew - Michael McAndrew 2011
CAMPAIGN EVERYDAY TASKS
Modifications: michaelmcandrew - Michael McAndrew 2011
What you need to know
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 avaguilar - Alice Aguilar 2012, 2011 helen - helen varley jamieson 2011
Set-up
Modifications: reperry - Robyn Perry 2011 Laurie - Laurie Sterling Jensen 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011, 2012
Everyday tasks
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 avaguilar - Alice Aguilar 2011, 2012 helen - helen varley jamieson 2011
WHAT IS CIVIENGAGE?
Modifications:
Reports and analysis
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 avaguilar - Alice Aguilar 2012
PLANNING
Modifications:
INSTALLING
Modifications:
CONFIGURING
Modifications:
What is CiviEngage
Modifications: reperry - Robyn Perry 2011 DavidEsrati - David Esrati 2013 adam - adam hyde 2011 helen - helen varley jamieson 2011 Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011
What you need to know
Modifications: reperry - Robyn Perry 2011 Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 avaguilar - Alice Aguilar 2011 helen - helen varley jamieson 2011
EVERYDAY TASKS
Modifications:
Set-up
Modifications: Katymoon - Katy Jockelson 2011 adam - adam hyde 2011 avaguilar - Alice Aguilar 2011 helen - helen varley jamieson 2011
WHAT IS CIVIREPORT?
Modifications:
Everyday tasks
Modifications: Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011, 2012 helen - helen varley jamieson 2011
Reports and analysis
Modifications: Katymoon - Katy Jockelson 2011 avaguilar - Alice Aguilar 2011 adam - adam hyde 2011
PLANNING
Modifications:
CONFIGURING
Modifications:
What is CiviGrant
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 adam - adam hyde 2011 helen - helen varley jamieson 2011
EVERYDAY TASKS
Modifications:
What you need to know
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 helen - helen varley jamieson 2011
Set-up
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 jchester - JoAnne Chester 2013 helen - helen varley jamieson 2011
INTRODUCTION
Modifications:
Everyday tasks
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 helen - helen varley jamieson 2011
TEMPLATES
Modifications:
REPORTS
Modifications:
Reports and analysis
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 adam - adam hyde 2011
CUSTOM SEARCHES
Modifications: theMusician - Max Bronsema 2011
Choosing your CMS
Modifications: michaelmcandrew - Michael McAndrew 2012, 2013 jchester - JoAnne Chester 2014 gibsonoliver - oliver gibson 2013
API
Modifications: JoeMurray - Joe Murray 2011
Integrating with Drupal
Modifications: Stoob - Stuart G 2012 michaelmcandrew - Michael McAndrew 2012, 2013 jchester - JoAnne Chester 2014 jbertolacci - Jason Bertolacci 2013 slovak - Peter Petrik 2013 gibsonoliver - oliver gibson 2013
HOOKS
Modifications:
Integrating with WordPress
Modifications: Stoob - Stuart G 2012 michaelmcandrew - Michael McAndrew 2013, 2012 jchester - JoAnne Chester 2014 michaellogue - Michael Logue 2013 DavidGreenberg - David Greenberg 2012 arandajl08 - Joshua Aranda 2014
IMPORTS
Modifications:
DEVELOPER TIPS
Modifications:
Integrating with Joomla
Modifications: michaelmcandrew - Michael McAndrew 2012 jchester - JoAnne Chester 2014 arcurus - Martin Auer 2015 DavidGreenberg - David Greenberg 2012 arandajl08 - Joshua Aranda 2014 tonymazz - Tony Mazzarella 2014
CIVICOMMUNITY
Modifications:
CiviCRM community
Modifications: Katymoon - Katy Jockelson 2011 DavidGreenberg - David Greenberg 2012 jchester - JoAnne Chester 2014 adam - adam hyde 2011
Bug reporting
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2011 avaguilar - Alice Aguilar 2011 adam - adam hyde 2011
LOCALISATION
Modifications:
BUG REPORTING
Modifications:
Localising CiviCRM
Modifications: Katymoon - Katy Jockelson 2011 jchester - JoAnne Chester 2014 adam - adam hyde 2011
Contributing to this manual
Modifications: joemcl - Joe McLaughlin 2013 Katymoon - Katy Jockelson 2011 lynxlynxlynx - Jaka Kranjc 2014 adam - adam hyde 2011 grantbow - Grant Bowman 2013
HOW TO CONTRIBUTE?
Modifications:
History of this book
Modifications: Katymoon - Katy Jockelson 2011 michaelmcandrew - Michael McAndrew 2012 davidshq - Dave Mackey 2012 adam - adam hyde 2011
HISTORY OF THIS BOOK
Modifications: DavidGreenberg - David Greenberg 2011
About free software
Modifications: Katymoon - Katy Jockelson 2011 davidshq - Dave Mackey 2012
ABOUT FREE SOFTWARE
Modifications:
GLOSSARY
Modifications:
Glossary
Modifications: Abril - Abril Rocabert 2011 jbertolacci - Jason Bertolacci 2013 Katymoon - Katy Jockelson 2011 davidshq - Dave Mackey 2012 helen - helen varley jamieson 2011
Credits
Modifications: Katymoon - Katy Jockelson 2011 adam - adam hyde 2011
CREDITS
Modifications:
Cover Art (faces) by Kapor Creative: Jake Mix & Trevor Parham (Jake created the illustrations, and Trevor developed the concept of the civi logos as eyes). Cover Art is CC-BY-SA
All chapters copyright of the authors (see below). Unless otherwise stated all chapters in this manual licensed with GNU General Public License version 2
This documentation is free documentation; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version.
This documentation is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along with this documentation; if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.