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

Speeding up data entry


You can use profiles to speed up data entry and to control access to contact data. For example, you might have a set of volunteers who are responsible for maintaining specific data about contacts. You will want to give them access to the data they require but not other sensitive data.

How to do it…

In this recipe we will use a profile to enter some data for potential new members for our organization.

  1. Create a group that will store all the new contacts you are going to add.

  2. Navigate to Contacts | New Group and create a new group. Call it Quick add membership prospects.

  3. Navigate to Administer | Customize Data and Screens | Profiles and create a new profile. Give the profile a sensible name that reflects its purpose. Call it Quick add member prospects.

  4. In the Used For field select Standalone Form or Directory.

  5. Add in some guidance to the top and the bottom of the profile to help the people who are going to be doing the data entry.

  6. Click on the Advanced field set at the foot of...