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

Batch updating using profiles


CiviCRM has a useful feature called batch updating. For example, you might have a group of contacts where you want to update the value in a custom field. You could go to each contact and update them one at a time, but this would be time consuming. This is where you can use batch updating.

How to do it…

In this recipe we will update some participant information from a recent event.

  1. Here, prepare a set of custom fields for use with individuals and have them added to a profile that we will use for our batch update. Batch updating works with any contact fields.

    In this example we created a custom field called Event outcome with some checkbox options. We then added the field to a new profile called Volunteer event outcome.

  2. Navigate to Search | Find Participants and search for contacts that attended a volunteer meeting.

  3. Use the actions drop-down menu to create a smart group.

  4. Navigate to Contacts | Manage groups and select the smart group you just created.

  5. From the actions...