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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

Contacts


Simply put, a contact is any entity you interact with. It may be people, businesses, government institutions, households, organization chapters, regional districts, or anyone else you are collecting data for in your system.

Individuals, organizations, and households

Since all contact entities are not the same and the nature of how you interact with them will be different from one to the other, CiviCRM segments contacts into three main types, with the option of further segmenting them into subtypes:

  • Individual contacts: These contacts represent people. As you work with the contact record, you will record things like first name, last name, date of birth, gender, and other types of data that is relevant only for interaction with people. In addition, individuals are the only contact type that may have a corresponding user account within your Joomla! or Drupal website; after all, "businesses" don't log in to websites, people who work for the business do. CiviCRM provides tools to allow...

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