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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
Languages
Tools
Concepts
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Authors (3):
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Erik Hommel Erik Hommel
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Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Author Profile Icon Brian P Shaughnessy
Brian P Shaughnessy
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Table of Contents (16) Chapters Close

Preface 1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation 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...

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