edit

Credits

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

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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

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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

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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

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GLOSSARY

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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

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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.