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

Adding items to the CiviCRM navigation menu


As you begin to use CiviCRM, you will want to provide administrative shortcuts. You can do this by adding custom menu blocks within your CMS or editing the navigation menu in CiviCRM.

How to do it…

CiviCRM has a fully customizable navigation menu. You can edit this menu to get one-click access to the features you use most.

  1. Navigate to a page that you want to use as the link destination for a menu item. For example, you could navigate to Contacts | Manage Groups, and then select a suitable group.

  2. Copy the page URL in the browser location. In this example, it would be as follows:

    civicrm/group/search?reset=1&force=1&context=smog&gid=2
  3. Navigate to Administer | Customize Data and Screens | Navigation Menu. This displays the CiviCRM navigation menu in tree form.

  4. Click on the left arrow on each Parent menu item to expand it. You can now explore all the child menu items.

  5. Click on the Add Menu item button at the top of this screen. This brings up the Add Menu Item edit screen.

  6. Enter the name of the menu item in the Title field.

  7. Enter the URL (that you copied) into the URL field.

  8. Select a parent to make the menu item appear as the child of another menu item. If you don't select a parent, the item will appear on the main CiviCRM menu bar.

  9. Select one or more permissions in the Permission field to control who can use the menu item. These are CMS permissions, so we must ensure that these are set correctly in our CMS for the menu item to behave properly.

How it works…

CiviCRM stores new menu items, and displays them according to where they are placed in the menu tree and what permissions a user may have to use them.