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

Defining the grant application process


CiviCRM's grant management tools are admittedly basic. However, in the broader context of CiviCRM's other constituent management tools, they provide a very useful set of functions.

Before configuring the grant tools, let's first understand the basic process assumed by CiviCRM as it relates to grant workflows. The following diagram helps to visually communicate the workflow for organizations giving or receiving grants:

The grant application process basically consists of receiving applications, processing them to determine if they are to be approved or denied (that is, granted or accepted), and then tracking the progress as funds are transferred and reports are received from the grantee.

Grant records, like most other areas of CiviCRM, can have custom fields created and attached to them. In this way, you can set up as many additional fields as desired to help in the grant-making or grant-seeking process. The ability to attach documents to records in CiviCRM...