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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
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Concepts
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Authors (3):
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Erik Hommel Erik Hommel
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Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
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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

Contacts

Simply put, a contact is any entity you interact with. It may be people, businesses, government institutions, households, organization chapters, regional districts, or anyone else you are collecting data for in your system.

Individuals, organizations, and households

Since all contact entities are not the same and the nature of how you interact with them will be different from one to the other, CiviCRM segments contacts into three main types, with the option of further segmenting them into subtypes:

  • Individual contacts: These contacts represent people. As you work with the contact record, you will record things, such as first name, last name, date of birth, gender, and other types of data that is relevant only for interaction with people. In addition, individuals are the only contact type that may have a corresponding user account within your Joomla!/Drupal/WordPress website; after all, businesses don't log into websites, people who work for the business do. CiviCRM provides tools...
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