Chapter 4. CiviCRM Basics: Moving through the System and Working with Contacts

At this point, you will have worked through the important steps of analyzing your organization's structure and processes as they relate to constituent management. You will also have installed and configured CiviCRM in your preferred CMS environment. In addition, you have been introduced to the case study that will be used throughout this book. It is now time to gain familiarity with the CiviCRM interface and begin working with the contact records.

Whether you are already in the process of implementing CiviCRM, simply seeking to learn more about the software, or seeking a more in-depth understanding of the tools it provides, you are ultimately here because you represent some type of organization with constituents. Those constituents may be members, volunteers, donors, event participants, or just people and organizations you come in contact with. However, at the core of your purpose and the heart of CiviCRM are contacts...