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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM FREE CHAPTER 2. Organizing Data Efficiently 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Changing display preferences

By default, CiviCRM displays a lot of data on the contact summary screen. Sometimes, this can lead to a cluttered display that is hard to use and slow to load.

How to do it…

CiviCRM components can add to the clutter on the screen. Here we can disable unwanted components and then fine-tune the display of other elements in the contact summary screen.

  1. Navigate to Administer | System Settings | Enable CiviCRM Components, and disable any unused CiviCRM components.
  2. Navigate to Administer | Customize data and screens | Display preferences.
  3. Control which tabs are displayed in the detail screen (for each contact), using the checkboxes.
    How to do it…
  4. Control which sections you want to see when editing an individual contact, by checking the checkboxes in the Editing Contacts section.
    How to do it…
  5. Drag the double-arrow icon to move the sections up and down the contact editing screen.

See also

You have been reading a chapter from
CiviCRM Cookbook
Published in: Jun 2013
Publisher: Packt
ISBN-13: 9781782160441
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