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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

Creating online forms with profiles


Until this point, most of our attention has been spent understanding CiviCRM's administrative interface and customizing/configuring the system to meet your organization's needs. However, the power of CiviCRM isn't fully realized until you begin to collect and expose data to your website.

It's not uncommon for organizations to have very disjointed systems collecting and maintaining their constituent data. Perhaps you have a central database, such as MS Access, that is used by staff to track your members or donors and is stored on your office network. Several staff people may be maintaining spreadsheets with information relevant to their job functions and which they need access to while traveling (when they are unable to connect to the office network). Perhaps your current website has a database where user login access accounts are stored and a list of members is periodically updated in order to have an online directory.

CiviCRM provides an opportunity to...

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