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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
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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

Other side of the coin: Applying for grants


Although the CiviGrant component is primarily intended for the grant administration process, presuming that the organization implementing CiviCRM is the grantor disseminating funds, it's worth noting that the grant tools can be adapted easily to manage your organization's applications for grants from other entities.

In this alternate case, the contact record you are working with is the grantor, rather than the grant applicant and potential grantee. You are using CiviGrant to track your application to the organization and subsequent communication transpiring over the course of the process.

Since the workflow is essentially identical regardless of which direction you are coming from in the process, we simply need to alter terminology throughout the interface to better communicate your role as a grant applicant. There are two ways this can be accomplished—by modifying the CiviCRM template files, or using the word replacement tool. As a general rule...

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