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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
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Concepts
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Authors (3):
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Erik Hommel Erik Hommel
Author Profile Icon Erik Hommel
Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Author Profile Icon Brian P Shaughnessy
Brian P Shaughnessy
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Table of Contents (16) Chapters Close

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. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

The other side of the coin – applying for grants


Although the CiviGrant component is primarily intended for the grant administration process, presuming that the organization implementing CiviCRM is the grantor disseminating funds, it's worth noting that the grant tools can be adapted easily to manage your organization's applications for grants from other entities.

In this alternate case, the contact record you are working with is the grantor, rather than the grant applicant and potential grantee. You are using CiviGrant to track your application to the organization and subsequent communication transpiring over the course of the process.

Since the workflow is essentially identical, regardless of which direction you are coming from in the process, we simply need to alter the terminology throughout the interface to better communicate your role as a grant applicant. There are two ways this can be accomplished: by modifying the CiviCRM template files, or using the word replacement tool. As a general...

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