Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Using CiviCRM
  • Table Of Contents Toc
  • Feedback & Rating feedback
Using CiviCRM

Using CiviCRM - Second Edition

By : Hommel, Murray, P Shaughnessy
close
close
Using CiviCRM

Using CiviCRM

By: Hommel, Murray, 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 (16 chapters)
close
close
15
Index

Accounting Batches


Earlier we reviewed the process of exporting contribution records and discussed the importance of that process if you need to import those records into your accounting software. CiviCRM's Accounting Batches provide an improved workflow for managing that export/import process, along with additional tools that will help facilitate data entry for contribution records.

The underlying principle of accounting batches is the need to work with a set of contribution records and to have the ability to strictly capture and store the set of records worked with. Because we're working with financial data, it is critical that we don't skip records or duplicate records, especially when we need to be transferring them to bookkeeping/accounting software. Batches let us easily work with multiple records at once (improving data entry efficiency) and keep track of the sets of records worked with.

There are two workflows for working with batches that we will review.

Batch Data Entry

As the name...

Visually different images
CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Using CiviCRM
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon