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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
Languages
Tools
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

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 it relates to constituent management. You will also have installed and configured CiviCRM in your preferred CMS environment. In addition, you have also been introduced to the case studies 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...

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