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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

Recording a contribution manually


Now that we have configured CiviContribute and have a working knowledge of the key functionality options, we are in a position to look at recording a contribution record. Part of the reason for learning how to record a contribution manually at this point is that it will provide a better sense of the wealth of information that is stored about a donation. This will lay the groundwork for a better understanding of the automation that occurs when online contribution pages automatically record contributions.

Note

Sometimes, the terminology we use to distinguish different actions can be a bit confusing. By manually, we are referring to data entry by your organization staff using the administrative tools, as opposed to contributions that originate from a public-facing form on your site. The administrative interface displays the full range of options available, and so is a good place to start when reviewing contribution creation.

The simplest way to record offline...

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