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

Site configuration


The Site Configuration and Registration option includes several settings, impacting the overall system.

Localization handles your language, currency, default import, and internationalization settings. Further on in the Configuration Checklist page, you can change the address settings to your local requirements. Date formats can be set in Administer | Localization | Date Formats.

In the Country and State/Province sections within Localization, you choose the countries and their corresponding states/provinces that are available for addresses in your system. In most of the cases, you will select the same set of values for each field. If you have a site with multiple countries enabled, be sure to include the countries field in any forms (profiles) you create, and place it before the State/Province field. The State/Province field will generate a list of available values based on the user's selection of a country, which means that you want to encourage people to select the country...