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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

Initial fundraising configuration


Two components in CiviCRM are addressed solely to fundraising matters: CiviContribute, which handles donations, and CiviPledge, which is designed for pre-authorized payments or promises to make future payments. This section describes how to configure them.

As CiviContribute supports the financial aspects of the CiviEvent and CiviMember components, you will need to configure it to record or accept payments for event registrations, memberships, and subscriptions, even if your organization does not accept pure contributions but only payments in exchange for such things.

Configuring CiviContribute

The first task in configuring CiviContribute is to turn on the component if it is not yet enabled:

  1. Click on Administer | Configure | Global Settings | Enable CiviCRM Components.

  2. If CiviContribute appears in the left column, highlight it, and then click on Enable.

  3. Click on Save.

Next, make sure that information about contributions is displayed in appropriate places throughout...

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