This Knowledge Base is an add on to the extensive material in:
- CiviCRM Documentation provided by the CiviCRM Community
- Training Manual provided by Agileware.
This is the place where we document our local procedures and learnings – from a user perspective and a development perspective in order to support a robust, growing organisation. It is your local knowledge, for you to maintain.
Search Knowledge Base by Keyword
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Audits and Reports
- Assessment of WordPress Content Migration Tools
- Assessment on Campaign Monitor Vs CiviMail
- Assessment on Open Source Recruitment Portal
- Current State of LLLS/SFL Development
- History of imports of Media lists and Other lists into CiviCRM
- Log of testing of the syncing of events between CiviEvent and the public website
- Postcodes, States and Countries that have been corrected
- Status check on existing Reports
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Change Logs
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Design Notes
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How to do stuff ...
- Accessing bounced emails
- Accessing corporate data (i.e. the M: drive) for the Knowledge Management Project
- Accessing files on the host (plus how to put the red into the menu line of the test environment)
- Accessing the error log on the hosting facility
- Accessing the hosting facility
- Accessing the status of the website and CiviCRM
- Assigning Tags to Victorian Members of Parliament
- Changing the username of an existing WordPress user
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How to fix stuff ...
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Management
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Mini-projects
- Evaluate, integrate and/or discard EventBrite
- Evaluate, integrate and/or discard Survey Monkey
- Evaluate, integrate or discard Campaign Monitor
- Implement access controls
- Implement and publish tailored Civisualisations
- Liaise with Code+Visual on the new www.cotavic.org.au website and integration with CiviCRM
- Migrate LLLS system from MS-Access to CiviMembership
- Project Manage the "Update SRV’s client focused operational systems" project (complete)
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Source Code
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Technical
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Campaigns
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Committees
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Contacts
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Enquiries
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Events
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FAQs
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General
- Accessing the status of the website and CiviCRM
- Conducting a Facilitated Project Scoping Session
- Data Entry Conventions
- Email addresses attached to function
- Full COTA Vic Staff List including services
- How to record a phone call, face-to-face contact or email
- How to request a new user in CiviCRM
- Maintaining SmartGroups safely
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Mailouts
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Management
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Memberships (individual)
- Importing our individual memberships from CMS: (1) Procedure
- Importing our individual memberships from CMS: (2) Progress Checkboxes
- Importing our individual memberships from CMS: (3) History of Imports
- Notes on Importing our individual memberships from COTA Membership Services (CMS)
- Using our individual memberships
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Memberships (organisational)
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Microsoft and CiviCRM
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Reach, Train, Employ (RTE)
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Research Projects
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Speaking Engagements
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Strength For Living (SFL)
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Submissions
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Training Requirements
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Volunteers
- Creating a Volunteer Project
- Emailing all current volunteers
- Emailing all volunteers in a CiviVolunteer project
- Managing the allocation and re-allocation of a volunteer to a project
- Managing the collection of paperwork for a volunteer
- Recording a person who wants to be a volunteer
- Revising the Start Date for a Volunteer
- Articles coming soon
Add a new article into this Knowledge Base but take care to:
- Make the article Public
- Tick all of the Content Permission boxes at the end of the article except Anonymous User
- Conform to the Style Guide