Book Image

CiviCRM Cookbook

Book Image

CiviCRM Cookbook

Overview of this book

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.
Table of Contents (19 chapters)
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a membership directory


Profiles can be used to create listings of contacts. You can display these lists publicly on your website so it's a quick way to show a membership directory.

How to do it…

Setting up a membership directory is easy. We just create a smart group to list our contacts and then create a profile that lists contacts within the group.

  1. Set up a group that will contain the contacts that you want to list. It's a good idea to make this a smart group . This means any contact that matches the smart group criteria will automatically be added to your group and thus to your listing. When you create your smart group, make sure that Visibility is set to public pages.

  2. Navigate to Administer | Customize Data and Screens | Profiles and add a new profile that will contain the fields you wish to display on your directory.

  3. For the Used for: field, select Standalone Form or Directory.

  4. Navigate to the Advanced settings. In the Limit listings to a specific Group? field, select the smart group...