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Using CiviCRM

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

Product type Paperback

Published in Aug 2016

Publisher

ISBN-13 9781783281459

Length 574 pages

Edition 2nd Edition

Languages

PHP

Tools

CiviCRM

Concepts

CRM

Authors (3):

Erik Hommel

Joseph Murray

Brian P Shaughnessy

View More author details

Table of Contents (16) Chapters

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

Custom data fields

Out of the box (or more accurately, off the website), CiviCRM has a core set of fields for each type of record that handles the most fundamental and common needs of the system. Within the contact record, they include standard communication fields (phone, e-mail, website, and IM), address fields (street, city, state/province, country, county, and geocode), demographics (gender, birth date, and deceased date), communication preferences (do not mail, do not e-mail, preferred method of communication, and so on) and various additional fields. CiviCRM has a set of fields for each entity in the system, such as Event, Membership, and Contribution.

Whether you are migrating from an existing database or starting from scratch, you will inevitably have additional data you need to store in fields. CiviCRM provides for this need through its custom data tools.

Tip

Custom data is an incredibly powerful way to extend the database to meet the particular needs of your organization. However...

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Authors (3)

Hommel

Hommel

Erik Hommel has been an active member of the CiviCRM community since 2009. He is one of the founders of CiviCooP (http://www.civicoop.org) and one of the partners in EE-atWork (http://www.ee-atwork.nl). With both organizations, he has supported CiviCRM implementation and customization projects with customers such as MAF Norge, Amnesty International Flanders, De Goede Woning, PUM Senior Experts, Wikimedia The Netherlands, and many more, as a project manager/developer/consultant. Erik has hosted sessions at CiviCon in London and Amsterdam, and several CiviCRM Developer Training workshops. He has taken part in the development of a number of extensions for CiviCRM and has taken part in several CiviCRM sprints in Europe. You can find Erik regularly on the CiviCRM Stack Exchange site, the IRC channel, and at CiviCRM events in North West Europe.

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P Shaughnessy

P Shaughnessy

Brian Shaughnessy is the owner and principal of Lighthouse Consulting & Design, a web development firm specializing in Joomla! and CiviCRM implementations. For over ten years, Brian worked with an association management company providing services to not-for-profit professional, trade, and charitable organizations. Upon starting his own business, he channeled that experience into effective implementations of CiviCRM for not-for-profits. He has worked with organizations around the world, helping to achieve greater efficiencies and expand functionality through CiviCRM. Brian has served on the CiviCRM Community Advisory Group and helped author the first edition of Understanding CiviCRM (later renamed CiviCRM: A Comprehensive Guide). He has worked with the core development team to provide end user training and maintains a strong working relationship with the project leaders. Brian has also been active in the Joomla! project, serving on the Google Summer of Code program as a Joomla! mentor. He has provided professional Joomla! training through TechnicalLead.com. I'd like to thank my family for their support while writing this book, and to Joe for helping spearhead the project and partnering as co-authors. I'd also like to give particular thanks to the core development team and CiviCRM community for helping make a terrific piece of software. Lobo, Dave, Kurund, and the developers spread around the world – thanks for bringing the power of an open source CRM to the not-for-profit community.

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Murray

Murray

Joseph Murray is the owner and principal of JMA Consulting, specialists in e-advocacy, e-consultation, and citizen engagement for progressive organizations. He has extensive experience on nonprofit boards, at senior levels of government, and in running electoral, referendum, and advocacy campaigns. JMA Consulting has provided CRM systems to hundreds of political campaigns, tracking interactions with tens of millions of voters, as well as providing CiviCRM, Drupal, and Wordpress strategy, implementation, development, and training services to numerous nonprofits, associations, and advocacy groups. JMA Consulting has published extensions for CiviCRM integrating it with mail, social media, chat, and other services, as well as enhancing the core functionality for grants and other areas. Joe is an active contributor to the CiviCRM ecosystem, and assists the CiviCRM core team in areas including accounting functionality, sponsorships, and community governance.

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