Book Image

Using CiviCRM - Second Edition

By : Erik Hommel, Joseph Murray, Brian P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Erik Hommel, Joseph Murray, Brian P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (20 chapters)
Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
Index

Tracking grant applications


Let's take a look at the tools available in the Grants submenu for tracking the grant records. As you might expect, Grants follow a similar pattern to other areas by having a Dashboard summary of grant statistics, a Find Grants tool, and a link to quickly create a New Grant record.

The Dashboard page summarizes the number of grants by status (with each cell hyperlinked to display a filtered list of records), and a list of recent grant records created.

The Find Grants tool provides access to each of the relevant data fields, including ranges for the grant amount and date fields, as shown in the following screenshot:

The date range fields provide the additional option of searching by an empty value. For example, if you are looking for an updated list of applicants who have not yet received a funds disbursement, you can select a status of granted and Money Sent Date of Date is not set, and run your search.

After running a search, you have several actions that can be...