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

Search result actions


At this point, we have a good understanding of the contact record, can navigate through the system, and now can conduct searches to our heart's content. However, now that you've triggered a search and have the records you're looking for, what do you do next?

Sometimes, you'll conduct a search to find a specific record, and then navigate to the contact and perform some work on their data. However, more often you are searching for the groups of records and want to perform bulk actions on either the full or partial results list.

CiviCRM accomplishes this through the action drop-down options. After conducting a search, select the All X records radio button or Selected records only (if you want to manually choose records from the result to take action on). This will enable the actions' drop-down list. Choose your desired action from the list to continue.

As you can see from the list of options, there are quite a few actions you may take on your search results. We will review...