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

Available templates


CiviCRM ships with over 45 report templates, covering everything from constituent lists, bookkeeping reports, event participation, memberships, and case review. The following list, organized by the CiviCRM component, provides a brief description of each template available at the time of writing this book.

Note

Note that new report templates are continuously added to the system; review the list on the Create New Report from Template page for a description of reports available with your current version. Also investigate the extension directory to look for additional reports that may be available.

Contact report templates

The contact report templates are as follows:

  • Constituent Report (Summary): This template provides a list of addresses and contact information for constituent records.

  • Constituent Report (Detail): This template provides contact-related information on contributions, memberships, events, and activities.

  • Activity Report: This template provides a list of constituent...