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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

Introduction to the interface


Before we dig into the contact record, let's briefly review the CiviCRM interface. Navigate to your own installation of CiviCRM in Drupal or Joomla!, or use the online demos available at demo.civicrm.org, and begin exploring.

The CiviCRM interface consists of three primary regions, namely the horizontal navigation menu, the left sidebar, and the main content region. Depending on whether you are using Drupal or Joomla!, these three regions will look slightly different, though they are fundamentally the same and provide identical functionality.

Note

The screenshots in this chapter are taken from a Joomla! installation. Drupal users may note the following differences:

  • The horizontal navigation menu will be located at the top of the screen, replacing the standard Drupal admin menu bar (unless your installation has moved it from this default screen location).

  • The left sidebar consists of configurable blocks. Depending on your settings, you may not see all of the blocks...

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