Index
A
- <ActivitySets> block / Defining activities, workflows, and timelines
- <ActivityType> tag / Defining activities, workflows, and timelines
- <ActivityTypes> tag / Defining activities, workflows, and timelines
- accepted credit cards
- configuring / Configuring accepted credit cards
- activities
- about / Activities
- defining / Defining activities, workflows, and timelines
- activities import process
- about / Activities import
- add related record actions
- about / Add related record actions
- add relationship actions
- about / Add relationship actions
- advanced search
- about / Advanced Search
- agile development methodology
- about / Agile development methodology
- alternate workflows, contact records
- about / Alternate workflows
- APIs
- about / APIs
- list / APIs
- auto-filing e-mail feature
- setting up / Recording external e-mails
- automated communications / Topic, treatment, tone, and timing
- Avery label type
- about / Printing address labels
- Avery site
- URL / Printing address labels
B
- baseline
- creating / Creating a baseline
- basic search
- about / Basic search
- benchmarking
- about / Benchmarking
- breakfast seminar example, events
- about / Breakfast seminar example
- broadcast e-mailing
- implementing / Sending e-mails to one or more constituents
- external client used / E-mailing using an external client
- CiviCRM used / E-mailing using CiviCRM
- broadcast e-mails
- about / Sending e-mails to one or more constituents
- browser/FTP procedure, CiviCRM installation
- about / Browser/FTP procedure
- buildForm hook / Hooks and overrides
- bulk e-mail
- sending / Sending a bulk e-mail, Configuring and sending bulk e-mails
- constructing / Sending a bulk e-mail
- footer, configuring / Configuring the header and footer
- header, configuring / Configuring the header and footer
- configuring / Configuring and sending bulk e-mails
- mailings, managing / Managing mailings in process
- bulk e-mail template
- creating / Creating a bulk e-mail template
- business processes
- about / Focusing on constituents and mission
C
- <CaseRoles> tag / Who are your key players?
- case activities
- about / Thinking through your case management system
- case configuration
- about / Configuring cases
- activities, defining / Defining activities, workflows, and timelines
- timelines, defining / Defining activities, workflows, and timelines
- workflows, defining / Defining activities, workflows, and timelines
- case roles, defining for key players / Who are your key players?
- additional contacts, involving / What outside relationships are involved?
- additional options and testing / Additional options and testing
- case management
- cases group activities / Thinking through your case management system
- cases may define workflows / Thinking through your case management system
- cases may define roles / Thinking through your case management system
- use cases / Making it real
- case records
- managing / Creating and managing case records
- creating / Creating and managing case records
- case report templates
- about / Case report templates
- Case Resources group
- creating / Additional options and testing
- settings / Additional options and testing
- Case Resources group, settings
- <RedactActivityEmail> / Additional options and testing
- <AllowMultipleCaseClients> / Additional options and testing
- <ActivityTypes> / Additional options and testing
- cases
- configuring / Configuring cases
- reporting / Tracking, searching, and reporting cases
- searching / Tracking, searching, and reporting cases
- tracking / Tracking, searching, and reporting cases
- case studies
- FPAGM / Food Pantry Association of Greater Metropolis
- CC/BCCed
- about / Online Registration
- CiviAuthenticate
- about / Third-party extensions
- CiviCampaign / New functionality
- CiviCase / New functionality
- CiviContribute configuration
- about / Configuring CiviContribute
- contribution types, configuring / Configuring contribution types
- payment instruments, configuring / Configuring payment instruments
- accepted credit cards, configuring / Configuring accepted credit cards
- payment processor, configuring / Configuring a payment processor
- premiums, configuring / Configuring premiums
- price sets, configuring / Configuring price sets
- CiviCRM
- about / When is CiviCRM the best CRM?
- use cases / When is CiviCRM the best CRM?
- alternatives / Thinking through alternatives
- features / Why CiviCRM?
- URL / No vendor lock-in
- benefits, for organization / How CiviCRM will help your organization
- team, building / Building the team
- baseline, creating / Creating a baseline
- vision, developing / Developing the vision
- project plan, creating / Creating a project plan
- ownership cost / Total cost of ownership
- mission / Focusing on constituents and mission
- constituents / Focusing on constituents and mission
- functional requisites / Functional requirements
- CMS integration / CMS integration
- third-party integration / Third-party integration
- server sourcing / Server sourcing
- implementation plan / Implementation plan
- installing / Installing CiviCRM
- localization guide / Installing CiviCRM
- Online Translation Tool (Transifex) / Installing CiviCRM
- localization forum / Installing CiviCRM
- installing, in Joomla! / Installation in Joomla!
- installing, in Drupal / Installation in Drupal
- Drush CiviCRM commands / Drush procedure
- configuring / Configuring CiviCRM
- upgrades / Version and revision upgrades
- revisions / Version and revision upgrades
- versions / Version and revision upgrades
- Hooks / Version and revision upgrades
- Override Directories / Version and revision upgrades
- extras.css / Version and revision upgrades
- Joomla! upgrades / Joomla! upgrades
- Drupal upgrades / Drupal upgrades
- installation, moving to new server / Moving an installation to a new server
- system maintenance / System maintenance
- backup policy and procedure, developing / Developing a backup policy and procedure
- search / Search
- search builder / Search Builder
- search result actions / Search result actions
- custom data interface / Custom data fields
- online forms, creating / Creating online forms with profiles
- contact and activity data, importing / Importing contact and activity data
- contact import, accessing / Contacts import
- contact import tool / Contacts import
- activities import, accessing / Activities import
- communication plan, creating / How to communicate better
- broadcast e-mail / Sending e-mails to one or more constituents
- address labels / Printing address labels
- mailing label, generating / Printing address labels
- PDF letter, printing / Printing a PDF letter
- thumb rules, for implementing groups / Organizing groups for communication
- subscriptions, encouraging using profiles / Encouraging subscriptions using profiles
- newsletter subscription profile, creating / Encouraging subscriptions using profiles
- bulk e-mail, sending / Sending a bulk e-mail
- bulk e-mail template, creating / Creating a bulk e-mail template
- system workflow messages, customizing / Customizing system workflow messages
- external e-mails, recording / Recording external e-mails
- fundraising plan, developing / Developing a fundraising plan
- online payment processor, selecting / Selecting a payment processor
- fundraising configuration / Initial fundraising configuration
- contribution, recording manually / Recording a contribution manually
- contributions, importing / Importing contributions
- pledge, creating manually / Manually creating a pledge
- reporting / Reporting
- fundraising appeal, implementing / Implementing an appeal
- other types of donations / Other types of donations
- permissions / Permissions
- membership types, defining / Defining membership types
- status rules, reviewing / Reviewing status rules
- pre-configured rules / Reviewing status rules
- renewal reminders, setting up / Setting up renewal reminders
- cron jobs, configuring / Configuring cron jobs
- website form, setting up / Forms to solicit new members and retain the existing ones
- functions / Common functions in CiviCRM
- membership directories / Membership directories
- events / Why host events?
- case configuration / Configuring cases
- grant application process / Defining the grant application process
- grantees, managing / Managing grantees
- grant applications, tracking / Tracking grant applications
- upcoming versions / Future versions and project roadmap, Upcoming versions
- new functionality / New functionality
- customizing / Customizing and extending
- community / Community and cooperation
- CiviCRM, installing in Drupal
- browser/FTP procedure / Browser/FTP procedure
- Drush procedure / Drush procedure
- CiviCRM access control, under Drupal
- about / CiviCRM access control under Drupal
- CiviCRM blog
- about / Upcoming versions
- CiviCRM community
- about / New functionality
- CiviCRM configuration
- about / Configuring CiviCRM
- site configuration / Site Configuration
- contacts, editing / Viewing and Editing Contacts
- contacts, viewing / Viewing and Editing Contacts
- WYSIWYG editor / Viewing and Editing Contacts
- address settings / Viewing and Editing Contacts
- mapping and geocoding / Viewing and Editing Contacts
- search settings / Viewing and Editing Contacts
- miscellaneous / Viewing and Editing Contacts
- dashboard cache timeout option / Viewing and Editing Contacts
- contact trash & undelete option / Viewing and Editing Contacts
- version check & statistics reporting option / Viewing and Editing Contacts
- contact types / Viewing and Editing Contacts
- emails, sending / Sending e-mails
- return e-mail traffic, handling / Handling return e-mail traffic
- e-mail server reputation, maintaining / Maintaining a good e-mail server reputation
- e-mail processor, configuring / Configuring the e-mail processor, Online payment processors
- online payment processors / Online payment processors
- payment processor, configuring / Configuring the payment processor
- system workflow templates / System workflow templates
- contacts, organizing / Organize your contacts
- customization / Customize Data, Forms and Screens
- components / Components
- option lists / Option Lists
- CMS users, synchronizing with / Synchronization with CMS users
- Drupal access control / Drupal access control for CiviCRM
- dashboard / Dashboard
- navigation / Navigation
- cron jobs, setting up / Setting up cron jobs
- CiviCRM customization
- about / Built to be customized
- hooks / Hooks and overrides
- overrides / Hooks and overrides
- APIs / APIs
- sample code / Developer documentation and sample code
- developer documentation / Developer documentation and sample code
- forums / Forums, IRC, and the issue tracker
- IRC / Forums, IRC, and the issue tracker
- issue tracker / Forums, IRC, and the issue tracker
- CiviCRM Event Block module
- enabling / Testing and promoting
- CiviCRM forum
- URL / Rethinking organizational processes
- CiviCRM installation
- downloading / Installing CiviCRM
- Joomla!-alt package / Installing CiviCRM
- about / Installing CiviCRM
- troubleshooting / Installation troubleshooting
- CiviCRM interface
- about / Introduction to the interface
- horizontal navigation menu / Introduction to the interface
- left sidebar / Introduction to the interface
- main content region / Introduction to the interface
- CiviCRM methods / Testing and promoting
- CiviCRM OG Sync
- about / CiviCRM OG Sync
- CiviCRM payment processor plugins
- Authorize.net AIM / Online payment processors
- Click and Pledge / Online payment processors
- DPS Payment Express / Online payment processors
- Elavon Payment Processor / Online payment processors
- eWAY (Single Currency) / Online payment processors
- FirstData (Linkpoint) / Online payment processors
- Google Checkout / Online payment processors
- Moneris / Online payment processors
- Payflow Pro / Online payment processors
- PayJunction / Online payment processors
- PayPal - Express / Online payment processors
- PayPal - Website Payments Pro / Online payment processors
- PayPal - Website Payments Standard / Online payment processors
- Realex Payment / Online payment processors
- Chase Paymentech / Online payment processors
- Quickbooks / Online payment processors
- CiviCRM reports
- report template / Searching and reporting
- report instance / Searching and reporting
- about / Getting to the bottom line
- CiviEngage
- about / Running a telemarketing appeal
- installation procedure link / Running a telemarketing appeal
- CiviEvent / New functionality
- CiviGrant / New functionality
- CiviGroup Roles Sync
- about / CiviGroup Roles Sync
- CiviMail
- about / Sending e-mails to one or more constituents
- civimail.cronjob.php, cron scripts / Setting up cron jobs
- CiviMember Roles Sync
- about / CiviMember Roles Sync
- CiviPledge configuration
- about / Configuring CiviPledge
- CiviReportMail.php, cron scripts / Setting up cron jobs
- CiviSchool
- about / Developer documentation and sample code
- CiviSMTP
- URL / Handling return e-mail traffic
- about / Handling return e-mail traffic
- CiviUser
- about / Third-party extensions
- CKEditor / E-mailing using CiviCRM
- CMS integration
- about / CMS integration
- communication plan
- creating / How to communicate better
- efforts, aligning with objectives / Aligning efforts with objectives
- topic / Topic, treatment, tone, and timing
- treatment / Topic, treatment, tone, and timing
- time-sensitive communication / Topic, treatment, tone, and timing
- tone / Topic, treatment, tone, and timing
- automated communications / Topic, treatment, tone, and timing
- online viral communications / Topic, treatment, tone, and timing
- call to action, compelling / Call to action
- brand, reinforcing / Reinforcing your brand
- groups, organizing / Organizing groups for communication
- community
- about / Community and cooperation
- constituents, CRM
- about / Who are your constituents?
- contact management system
- about / Why your organization needs Constituent Relationship Management
- contact record management
- about / Contact record management
- contact subtypes / Contact subtypes
- custom data / Custom data
- contact records
- working with / Working with contact records
- alternate workflows / Alternate workflows
- duplicates, eliminating / Eliminating duplicates
- membership listings / Memberships in the contact record
- contact report templates
- about / Contact report templates
- contacts
- about / Contacts
- individual contacts / Individuals, organizations, and households
- organization contacts / Individuals, organizations, and households
- household contacts / Individuals, organizations, and households
- subtypes / Contact subtypes
- contact types, planning / Planning your contact types
- core information fields / Core information fields
- deleting / Deleting contacts
- tags and groups pane / Tags and Groups, Tags
- relationships / Relationships
- activities / Activities
- notes / Notes
- contact search
- versus, component search / Understanding contact versus component searches
- contacts import
- accessing / Contacts import
- from CSV file / Contacts import
- contacts import process
- about / Contacts import
- contact subtypes
- about / Contact subtypes
- contact types
- planning / Planning your contact types
- contribution report templates
- about / Contribution report templates
- contributions
- recording manually / Recording a contribution manually
- importing / Importing contributions
- searching / Finding contributions
- examining / Examining contributions
- working with / Taking action on contributions
- pending status, updating / Update Pending Contribution Status
- print or e-mail contribution receipts / Print or E-mail Contribution Receipts
- PDF or e-mail receipts / PDF or e-mail receipts
- e-mails, sending to contacts / Sending e-mails to contacts
- batch update actions / Batch Update Contributions Via Profile
- exporting / Export Contributions
- deleting / Delete Contributions
- Convio
- about / Other CRMs
- core information fields, contact record
- about / Core information fields
- contact details pane / Contact details
- custom data / Custom data
- address / Address
- communication preferences / Communication preferences
- demographics / Demographics
- cPanel File Manager / Installation in Joomla!
- CRM
- need for / Why your organization needs Constituent Relationship Management
- about / What is Constituent Relationship Management?
- versus, Customer Relationship Management / Customer Relationship Management versus Constituent Relationship Management
- constituents / Who are your constituents?
- CiviCRM / Other CRMs
- Salesforce / Other CRMs
- Convio / Other CRMs
- potential barriers / Barriers to success
- causes, of failure / Barriers to success
- development methodologies / Development methodologies
- CRM strategy
- about / Why your organization needs Constituent Relationship Management
- events, integrating / Integrating events into your CRM strategy
- cron jobs
- setting up / Setting up cron jobs
- configuring / Configuring cron jobs
- cron scripts
- location / Setting up cron jobs
- ParticipantProcessor.php / Setting up cron jobs
- civimail.cronjob.php / Setting up cron jobs
- UpdatePledgeRecord.php / Setting up cron jobs
- UpdateAddress.php / Setting up cron jobs
- UpdateGreeting.php / Setting up cron jobs
- EmailProcessor.php / Setting up cron jobs
- CiviReportMail.php / Setting up cron jobs
- custom data fields
- activities / Custom data fields
- contacts / Custom data fields
- contributions / Custom data fields
- events / Custom data fields
- grants / Custom data fields
- groups / Custom data fields
- household / Custom data fields
- individual / Custom data fields
- memberships / Custom data fields
- organization / Custom data fields
- participants / Custom data fields
- pledges / Custom data fields
- relationships / Custom data fields
- custom data interface
- about / Custom data fields
- custom field set, adding / Custom data fields
- data and input field type / Custom data fields
- view only fields / Custom data fields
- Customer Relationship Management
- versus, CRM / Customer Relationship Management versus Constituent Relationship Management
- custom search
- about / Custom search
- accessing / Custom search
- custom searches
- about / Additional segmentation suggestions and tools
D
- daily management tools
- working with / Working with memberships and daily management tools
- dashboard
- about / Dashboard, Working with memberships and daily management tools
- data
- preparing for import / Tips for preparing your data
- migrating, to production server / Migrating to a production server
- data types, custom data interface
- alphanumeric / Custom data fields
- integer / Custom data fields
- number / Custom data fields
- money / Custom data fields
- note / Custom data fields
- date / Custom data fields
- yes/no functionality / Custom data fields
- states and provinces / Custom data fields
- country / Custom data fields
- file / Custom data fields
- link / Custom data fields
- contact reference / Custom data fields
- dedupe/merge engine / New functionality
- developer resources
- about / Developer documentation and sample code
- development methodologies
- about / Development methodologies
- traditional Waterfall development methodology / The conventional Waterfall Development methodology
- iterative development methodology / Iterative development methodology
- agile development methodology / Agile development methodology
- direct contact fundraising
- about / Direct contact
- direct mail
- sending / Sending direct mail
- display types, custom data interface
- text / Custom data fields
- select / Custom data fields
- radio / Custom data fields
- checkbox / Custom data fields
- multi-select / Custom data fields
- advanced multi-select / Custom data fields
- autocomplete select / Custom data fields
- textarea / Custom data fields
- RichTextEditor / Custom data fields
- select date / Custom data fields
- select state/province / Custom data fields
- multi-select state/province / Custom data fields
- select country / Custom data fields
- multi-select country / Custom data fields
- link / Custom data fields
- select file / Custom data fields
- Drupal
- CiviCRM, installing / Installation in Drupal
- CiviCRM access control / CiviCRM access control under Drupal
- CiviCRM profiles, exposing / Drupal
- newsletter subscription profile, diplaying / Encouraging subscriptions using profiles
- Drupal/CiviCRM integration
- about / Third-party extensions
- Drupal access control system
- about / Drupal access control for CiviCRM
- permissions / Drupal access control for CiviCRM
- CiviGroup Roles Sync / CiviGroup Roles Sync
- CiviMember Roles Sync / CiviMember Roles Sync
- CiviCRM OG Sync / CiviCRM OG Sync
- Drupal upgrades
- about / Drupal upgrades
- Drush (Drupal shell)
- about / Drush procedure
- Drush CiviCRM commands
- civicrm-cache-clear / Drush procedure
- civicrm-install / Drush procedure
- civicrm-rest / Drush procedure
- civicrm-restore / Drush procedure
- civicrm-sql-cli / Drush procedure
- civicrm-sql-conf / Drush procedure
- civicrm-sql-connect / Drush procedure
- civicrm-sql-dump / Drush procedure
- civicrm-sql-query / Drush procedure
- civicrm-update-cfg / Drush procedure
- civicrm-upgrade / Drush procedure
- civicrm-upgrade-db / Drush procedure
- Drush procedure, CiviCRM installation
- about / Drush procedure
E
- e-mailing, using CiviCRM
- single contact, e-mailing to / E-mailing using CiviCRM
- about / E-mailing using CiviCRM
- multiple contacts, e-mailing to / E-mailing using CiviCRM
- standard e-mail form / E-mailing using CiviCRM
- features, of standard e-mail form / E-mailing using CiviCRM
- e-mailing contacts
- invoking / E-mailing using CiviCRM
- e-mail processor
- configuring / Configuring the e-mail processor
- e-mail server reputation
- maintaining / Maintaining a good e-mail server reputation
- EmailProcessor.php, cron scripts / Setting up cron jobs
- EmailProcessor.php script / Configuring the header and footer
- Entity Relationship Diagrams (ERD)
- about / Developer documentation and sample code
- event
- building / Building and promoting your event
- promoting / Building and promoting your event, Testing and promoting
- info and settings form / Information and settings
- maximum number of participants, defining / Waitlisting
- location / Event Location
- fees / Fees
- online registration / Online Registration
- tell a friend form / Tell a Friend
- testing / Testing and promoting
- breakfast seminar example / Breakfast seminar example
- event-related links
- accessing / Testing and promoting
- event management tools
- about / Why host events?
- functions / Why host events?
- event registrations
- working with / Working with event registrations
- expected payments, handling / Handling expected payments
- event reports
- about / Event reports
- event participation report / Event reports
- event income report (summary) / Event reports
- event income report (detail) / Event reports
- event report templates
- about / Event report templates
- events
- about / Why host events?
- integrating, into CRM strategy / Integrating events into your CRM strategy
- events listing module
- downloading / Testing and promoting
- about / Testing and promoting
- event templates
- about / Information and settings
- creating / Information and settings
- selecting / Information and settings
- event type
- about / Information and settings
- expected payments
- handling / Handling expected payments
- export/map actions
- about / Export/map actions
- external e-mails
- recording / Recording external e-mails
F
- features, CiviCRM
- focused on needs of non-profits / Focused on needs of non-profits
- user satisfaction / User satisfaction
- no vendor lock-in / No vendor lock-in
- Joomla! integration / Integration with Drupal and Joomla!
- Drupal integration / Integration with Drupal and Joomla!
- total cost / Total cost
- dynamic open source development / Dynamic open source development
- documentation / Documentation
- responsive community support / Responsive community support
- features, standard e-mail form
- from / E-mailing using CiviCRM
- to / E-mailing using CiviCRM
- add cc/ add bcc / E-mailing using CiviCRM
- subject / E-mailing using CiviCRM
- e-mail templates / E-mailing using CiviCRM
- HTML format / E-mailing using CiviCRM
- plain-text format / E-mailing using CiviCRM
- attachments / E-mailing using CiviCRM
- send e-mail button / E-mailing using CiviCRM
- find members
- about / Working with memberships and daily management tools
- fixed membership types
- about / Defining membership types
- forums
- about / Forums, IRC, and the issue tracker
- FPAGM / Defining membership types, Forms to solicit new members and retain the existing ones, Breakfast seminar example
- FPAGM case study
- about / Food Pantry Association of Greater Metropolis
- full-text search
- about / Full-text Search
- functionalities, CiviCRM
- CiviCampaign / New functionality
- advanced search / New functionality
- dedupe/merge engine / New functionality
- CiviMail / New functionality
- CiviCase / New functionality
- CiviGrant / New functionality
- CiviEvent / New functionality
- functional requisites, CiviCRM
- about / Functional requirements
- contact record management / Contact record management
- e-newsletters / e-Newsletters and bulk e-mails
- bulk e-mails / e-Newsletters and bulk e-mails
- fundraising / Fundraising
- memberships / Memberships and subscriptions
- subscriptions / Memberships and subscriptions
- events / Events
- grant management / Grant management
- activities / Activities
- case management / Case management
- permissions / Roles and permissions
- roles / Roles and permissions
- functions, CiviCRM
- about / Common functions in CiviCRM
- fundraising appeal
- implementing / Implementing an appeal
- planning / Planning
- about / Planning
- online contribution page, creating / Creating an online contribution page
- direct mail, sending / Sending direct mail
- telemarketing appeal, running / Running a telemarketing appeal
- direct contact / Direct contact
- fundraising configuration
- about / Initial fundraising configuration
- CiviContribute, configuring / Configuring CiviContribute
- CiviPledge, configuring / Configuring CiviPledge
- fundraising plan
- developing / Developing a fundraising plan
- templates / Developing a fundraising plan
- high-level plans / Developing a fundraising plan
- segmenting, by category / Segmenting by category
- major channels / Segmenting by channel
- segmenting by channel / Segmenting by channel
- minor channels / Segmenting by channel
- fundraising programs / Programs
- donors / Money, donors, and prospects
- prospects / Money, donors, and prospects
- money / Money, donors, and prospects
- benchmarking / Benchmarking
- fundraising program
- about / Programs
- approaches / Programs
G
- Gloriant CiviCRM
- about / Third-party extensions
- grant application process
- about / Defining the grant application process
- workflow / Defining the grant application process
- grant applications
- tracking / Tracking grant applications
- grantees
- managing / Managing grantees
- grant management tools
- about / Defining the grant application process
- grant report templates
- about / Grant report templates
- grants
- applying for / Other side of the coin: Applying for grants
- groups
- about / Groups, Organizing groups for communication
- using / Using groups
- creating / Creating groups, Organizing groups for communication
- group membership, managing / Managing group membership
- organizing / Organizing groups for communication
- groups and tags actions
- about / Groups and tags actions
H
- hook, for customization
- about / Custom data fields
- reference link / Custom data fields
- hooks
- implementing / Hooks and overrides
- list / Hooks and overrides
- about / Hooks and overrides
- horizontal navigation bar
- about / Introduction to the interface
I
- iCal feeds / Information and settings
- import tool
- accessing / Importing participant records
- info and settings form, events
- about / Information and settings
- waitlisting / Waitlisting
- installation
- CiviCRM / Installing CiviCRM
- installation, CiviCRM
- in Joomla! / Installation in Joomla!
- in Drupal / Installation in Drupal
- integrated processors
- versus, redirection processors / Integrated versus redirection processors
- IRC channel
- about / Forums, IRC, and the issue tracker
- issue tracker
- about / Forums, IRC, and the issue tracker
- URL / Forums, IRC, and the issue tracker
- iterative development methodology
- about / Iterative development methodology
J
- Joomla!
- CiviCRM, installing / Installation in Joomla!
- CiviCRM profiles, exposing / Joomla!
- newsletter subscription profile, diplaying / Encouraging subscriptions using profiles
- Joomla!'s module management / Joomla!
- Joomla! extensions
- about / Third-party extensions
- download link / Third-party extensions
- CiviAuthenticate / Third-party extensions
- CiviUser / Third-party extensions
- Gloriant CiviCRM / Third-party extensions
- Joomla! upgrades
- about / Joomla! upgrades
L
- <label> tag / Defining activities, workflows, and timelines
- left sidebar
- about / Introduction to the interface
- listing templates
- name, status and register date / Information and settings
- name and email / Information and settings
- name only / Information and settings
M
- mail actions
- about / Mail actions
- mailing labels
- printing / Printing address labels
- generating / Printing address labels
- postal mailing, recording / Recording a postal mailing
- major channels, fundraising
- telemarketing / Segmenting by channel
- online / Segmenting by channel
- direct dialog / Segmenting by channel
- direct mail / Segmenting by channel
- market segmentation
- about / Segmenting by category
- member report templates
- about / Member report templates
- membership directories
- about / Membership directories
- membership listings
- inactive memberships / Memberships in the contact record
- active memberships / Memberships in the contact record
- membership search tool
- implementing / Searching and reporting
- memberships tools
- working with / Working with memberships and daily management tools
- membership types
- defining / Defining membership types
- Affiliate (large) / Defining membership types
- Affiliate (medium) / Defining membership types
- Affiliate (small) / Defining membership types
- rolling / Defining membership types
- fixed / Defining membership types
- minor channels, fundraising
- direct response television / Segmenting by channel
- MIT approach
- about / Perfection is the enemy of the good
- multiple contacts
- e-mailing to / E-mailing using CiviCRM
- multiple participant records
- working with / Tracking, searching, and reporting
- registrations, tracking using dashboard / Tracking registrations using the dashboard
- participants, searching for / Searching for participants
- event reports / Event reports
N
- <name> tag / Defining activities, workflows, and timelines
- new membership menu item
- about / Working with memberships and daily management tools
- newsletter subscription profile
- creating / Encouraging subscriptions using profiles
- notes
- about / Notes
O
- online contribution page
- creating / Creating an online contribution page
- title / Title and settings
- settings / Title and settings
- contribution amounts / Contribution amounts
- membership settings / Membership settings
- include profile / Include Profile
- thank-you and receipting / Thank-you and Receipting
- tell a friend form / Tell a Friend
- personal campaign pages / Personal Campaign Pages
- contribution widget / Contribution widget
- premiums / Premiums
- testing / Test-drive
- live contribution page / Live Contribution Page
- publicizing / Publicize the page
- online forms
- creating, profiles using / Creating online forms with profiles
- online payment processors
- about / Online payment processors
- selecting / Selecting a payment processor
- PayPal Standard / Selecting a payment processor
- PayPal Pro / Selecting a payment processor
- online registration
- about / Online Registration
- override directory
- about / Hooks and overrides
- override files
- using / Hooks and overrides
P
- page title
- configuring / Tell a Friend
- ParticipantProcessor.php, cron scripts / Setting up cron jobs
- ParticipantProcessor.php script / Waitlisting
- participant records
- importing / Importing participant records
- participant roles
- categorizing / Information and settings
- participants
- searching for / Searching for participants
- pay later option
- about / Fees
- enabling / Fees
- payment instruments
- configuring / Configuring payment instruments
- reviewing / Configuring payment instruments
- payment processor
- configuring / Configuring a payment processor
- setting up / Fees
- payment processor plugins
- URL / Selecting a payment processor
- payment processors
- about / Selecting a payment processor
- PayPal Pro / Selecting a payment processor
- PayPal Standard / Selecting a payment processor
- PDF letter
- printing / Printing a PDF letter
- PDF receipts / PDF or e-mail receipts
- peer pressure / Information and settings
- pending / Handling expected payments
- permissions
- about / Permissions
- PHP override directory
- about / Hooks and overrides
- pledge
- creating manually / Manually creating a pledge
- searching / Searching pledges
- examining / Examining pledges
- working with / Taking action on pledges
- exporting / Export Pledges
- deleting / Delete Pledges
- pledge report templates
- about / Pledge report templates
- potential barriers
- identifying / Barriers to success
- pre-configured rules, CiviCRM
- about / Reviewing status rules
- premiums
- about / Configuring premiums
- configuring / Configuring premiums
- prepped / Fees
- price sets
- about / Configuring price sets
- configuring / Configuring price sets
- profile
- settings / Creating online forms with profiles
- creating / Creating online forms with profiles
- advanced settings panel / Creating online forms with profiles
- options / Creating online forms with profiles
- visibility option, configuring / Creating online forms with profiles
- visibility option / Creating online forms with profiles
- about / Online Registration
- profile, in action
- users, empowering for information update / Empowering users to update information
- online directory, searching / Searching an online directory
- including, in component pages / Including profiles in component pages
- batch updates / Search result views and batch updates
- search result views / Search result views and batch updates
- profile pages
- exposing, to website / Exposing profile pages to your website
- exposing, to Joomla! / Joomla!
- exposing, to Drupal / Drupal
- exposing, through URL variables / Additional options through URL variables
- profile questionnaires
- researching with / Researching with profile questionnaires
- project plan
- creating / Creating a project plan
Q
- quick search
- about / Quick search
R
- <RelationshipType> tag / Who are your key players?
- RapidSSL certificates
- about / Selecting a payment processor
- reCAPTCHA
- URL / Creating online forms with profiles
- record duplication
- dealing with / Eliminating duplicates
- strategies, for dealing / Strategies for dealing with duplicates
- searching / Finding and merging duplicates, Finding duplicates
- merging / Merging duplicates
- record options, custom data interface
- display preference / Custom data fields
- multiple records / Custom data fields
- redirection processors
- configuring / Configuring the payment processor
- registrations
- tracking, dashboard used / Tracking registrations using the dashboard
- relationships
- about / Relationships, Thinking through your case management system
- types / Relationship types
- adding / Adding relationships
- renewal reminders
- setting up / Setting up renewal reminders
- report criteria
- about / Report Criteria
- reporting
- about / Reporting
- prospects, counting with advanced search / Counting prospects with Advanced Search
- advanced tools / Additional segmentation suggestions and tools
- researching, with profile questionnaires / Researching with profile questionnaires
- contribution reports / Contribution reports
- reporting tools
- about / Toolsets and timing
- report templates / Toolsets and timing
- report instances / Toolsets and timing
- report criteria / Report Criteria
- report settings / Report Settings
- report workflows / Report workflows
- report instances
- about / Toolsets and timing
- reports, CiviCRM
- about / Getting to the bottom line
- reporting tools / Toolsets and timing
- report settings
- about / Report Settings
- report templates
- donor report (summary) / Contribution reports
- donor summary report (organization) / Contribution reports
- donor summary report (household) / Contribution reports
- donor report (detail) / Contribution reports
- donor summary report (repeat) / Contribution reports
- SYBUNT report / Contribution reports
- LYBUNT report / Contribution reports
- soft credit report / Contribution reports
- top donors report / Contribution reports
- pledge summary report / Contribution reports
- pledged but not paid report / Contribution reports
- bookkeeping report / Contribution reports
- membership report (summary) / Searching and reporting
- membership report (detail) / Searching and reporting
- membership report (lapsed) / Searching and reporting
- about / Toolsets and timing, Available templates
- contact report templates / Contact report templates
- contribution report templates / Contribution report templates
- member report templates / Member report templates
- event report templates / Event report templates
- pledge report templates / Pledge report templates
- case report templates / Case report templates
- grant report templates / Grant report templates
- customizing / Customizing and building your own templates
- building / Customizing and building your own templates
- online documentation, for customizing / Customizing and building your own templates
- report workflows
- about / Report workflows
- return e-mail traffic
- handling / Handling return e-mail traffic
- RimuHosting
- about / Selecting a payment processor
- roles
- about / Thinking through your case management system
- rolling membership types
- about / Defining membership types
S
- Salesforce
- about / Other CRMs
- search
- quick search / Quick search
- basic search / Basic search
- advanced search / Advanced Search
- full-text search / Full-text Search
- contact search, versus component search / Understanding contact versus component searches
- custom search / Custom search
- search builder
- about / Search Builder
- accessing / Search Builder
- search engine friendly (SEF) option / Joomla!
- search result actions
- about / Search result actions
- mail actions / Mail actions
- groups and tags actions / Groups and tags actions
- add relationship actions / Add relationship actions
- add related record actions / Add related record actions
- update contact actions / Update contact actions
- export/map actions / Export/map actions
- subsequent actions on same selection / Subsequent actions on the same selection
- segmenting donor revenue
- categories / Segmenting by category
- server sourcing
- about / Server sourcing
- single contact
- e-mailing to / E-mailing using CiviCRM
- site configuration, CiviCRM
- about / Site Configuration
- SSL
- about / Selecting a payment processor
- standard e-mail form
- features / E-mailing using CiviCRM
- standard elements, for fundraising appeal plan
- segment / Planning
- goal / Planning
- case / Planning
- ask / Planning
- face / Planning
- message / Planning
- creative / Planning
- team / Planning
- events / Planning
- schedule / Planning
- closing / Planning
- appreciation / Planning
- follow-up / Planning
- status rules
- reviewing / Reviewing status rules
- subscriptions
- encouraging, profiles used / Encouraging subscriptions using profiles
- system maintenance, CiviCRM
- about / System maintenance
- system workflow messages
- customizing / Customizing system workflow messages
- system workflow templates
- about / System workflow templates
T
- .tpl templating files / Information and settings
- <timeline> tag / Defining activities, workflows, and timelines
- tags
- about / Tags
- tags and groups tab, contact record
- about / Tags and Groups
- telemarketing appeal
- running / Running a telemarketing appeal
- Voice over IP (VoIP) phones, employing / Running a telemarketing appeal
- templates, fundraising plans / Developing a fundraising plan
- third-party extensions
- about / Third-party extensions
- third-party integration
- about / Third-party integration
- time-based workflows
- about / Thinking through your case management system
- time-sensitive communication / Topic, treatment, tone, and timing
- timelines
- defining / Defining activities, workflows, and timelines
- tinkering / Customizing and extending
- TinyMCE / E-mailing using CiviCRM
- tokens, letter
- about / Printing a PDF letter
- display name / Printing a PDF letter
- postal greeting / Printing a PDF letter
- addressee / Printing a PDF letter
- traditional Waterfall development methodology
- about / The conventional Waterfall Development methodology
- troubleshooting
- CiviCRM installation / Installation troubleshooting
U
- upcoming versions, CiviCRM
- about / Future versions and project roadmap
- features / Upcoming versions
- UpdateAddress.php, cron scripts / Setting up cron jobs
- update contact actions
- about / Update contact actions
- UpdateGreeting.php, cron scripts / Setting up cron jobs
- UpdateMembershipRecord.php, cron scripts / Setting up cron jobs
- UpdatePledgeRecord.php, cron scripts / Setting up cron jobs
- Urban Alliance for Sustainability / Handling return e-mail traffic
- use cases, case management
- human services/service delivery / Making it real
- membership/affiliation processes / Making it real
- donor courting / Making it real
- grant application / Making it real
V
- VERP
- about / Configuring the e-mail processor
- vision
- developing / Developing the vision
W
- waitlist feature
- about / Waitlisting
- Waterfall model
- about / The conventional Waterfall Development methodology
- website form
- setting up / Forms to solicit new members and retain the existing ones
- wget method / Setting up cron jobs
- workflow message templates / Customizing system workflow messages
