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

Managing grantees


As with most areas of CiviCRM, your grant management tools will be available through the main menu and a corresponding tab will be displayed on contact records. Let's begin by visiting a contact and creating a new grant record:

As you can see, the grant record follows the flowchart workflow pretty closely. You select the desired status and type, and complete the other fields as appropriate.

Grant records are a little different from other areas of CiviCRM; in this case, you are likely to return to editing the record multiple times over the course of the grant process. As the grant moves through the application, approval, fund dissemination, and reporting stages, you will return and edit the record to update the dates and record notes or add attachments pertaining to the grant.

As with other related record areas, contacts may have more than one grant record associated with them.

Note

FPAGM received a significant donation from a local philanthropist to help food pantries develop...