CiviCRM Cookbook

CiviCRM Cookbook

Tony Horrocks

Language: English

Pages: 236

ISBN: 1782160442

Format: PDF / Kindle (mobi) / ePub

CiviCRM Cookbook

Tony Horrocks

Language: English

Pages: 236

ISBN: 1782160442

Format: PDF / Kindle (mobi) / ePub


Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

Overview

  • Take your CiviCRM skills to the next level and handle CiviCRM efficiently
  • Covers a wide range of recipes from organizing data efficiently to developing CiviCRM extensions
  • Pracital, comprehensive, well-explained recipes with the necessary screenshots

In Detail

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.

Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.

CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.

CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.

This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.

What you will learn from this book

  • Set up geocoding
  • Add custom data fields
  • Display a contact map
  • Create permissions for administartors
  • Create mail templates for CiviMail
  • Add the external identifier field to full text search
  • Create user accounts from contacts in Drupal
  • Move a site to a production server

Approach

This book is written in cookbook style with practical, comprehensive recipes expained with the aid of the necessary screenshots.

Who this book is written for

If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you.

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it… How it works… There's more… See also Using tag sets to quickly organize data How to do it… See also Using tags and groups to segment data How to do it… Changing option lists How to do it… Creating and updating a smart group How to do it… How it works… See also Using Google Refine to prepare data How to do it… How it works… See more Importing into CiviCRM using an import script Getting ready How to do it… How it works… There's more… See more Using external identifier

choose Settings. For Grouping Field, select the second CiviCRM Contact: Display Name value that has the relationship. Test the view and the filters. How it works… When we create the relationship in Drupal we do not specify what the relationship is. We do this in the exposed relationship filter. We do not display the CiviCRM Contact: Display Name field that is linked to the relationship, as it would repeat for every record in the view. Instead we use it as a grouping field. This

without giving the user access to CiviCRM. You might also want to combine data from CiviCRM with data from Drupal. For example, you have collected custom data about your contacts stored in CiviCRM that you want to display on the Drupal user page. How to do it… The key to integrating CiviCRM data is to install the Drupal Views module and to give Drupal access to the CiviCRM database tables. Download the Drupal Views module from http://drupal.org/project/views. Install and enable the

very powerful. In this recipe we will use Drupal Views and Drupal Open Layers modules to produce a dynamic map that filters the display of contacts. In this example we will simply use the contact's last name as our filter. Navigate to Administer | System Settings | Geocoding and ensure that geocoding is set up correctly. Navigate to Administer | System Settings | Scheduled Jobs and ensure Address geocoder is enabled and scheduled. Install and enable the following modules:Views

extension-naming conventions. Civix generates the skeleton files for the extension. In Terminal, change directories to your new extension directory. Type in the following command: civix generate:page MyPage civicrm/my-page This generates all the files required to develop the page. How it works… Civix does all the basic work for you. It creates the structure and the files necessary to begin building your extension. Furthermore, each file contains template code that you can adapt

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