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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

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Product type Paperback
Published in Feb 2011
Publisher Packt
ISBN-13 9781849512268
Length 464 pages
Edition 1st Edition
Languages
Tools
Concepts
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Table of Contents (21) Chapters Close

Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
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. Fundraising: Money for Your Mission 8. Growing Your Membership and Interacting with Members 9. Managing Events 10. Interacting with Constituents: Managing Cases 11. Providing Support: Grant Management 12. Telling Your Story: Building Reports 13. Customization, Community, and Cooperation Index

Summary


In this chapter, we've seen how CiviCRM provides robust membership management and reporting tools for administrators and the ability to expose member sign-up and renewal forms to your website. Specifically, we have:

  • Walked through the essential configuration steps required to get up and running with membership management in CiviCRM, taking time to understand the core concepts with how CiviCRM deals with membership records

  • Reviewed the tools available for monitoring and tracking your membership records and seen how individual membership records are handled within the contact record

  • Set up a website form to allow contacts to join or renew their membership, while discussing the broader options available for contribution campaigns

  • Understood how the membership search tool can be used to find subsets of members, in particular with regard to the various date fields

  • Stepped through the creation of membership reports from one of the three membership report templates

  • Took a step back to understand...

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