Entering a new journalist If the journalist submitting the enquiry isn’t already logged in Civi, you’ll need to create a new individual. In the menu bar, go to Contacts > New Individual. Fill out the Contact Details section – make…
Accessing bounced emails
Logon to https://vip.ventraip.com.au/. Select Manage for Web Hosting. Select cPanel Login. Select Email Accounts. Select Check Email for catchall@mailer.cotavic.org.au.
Synchronising Current Employer and Job Title from employee relationships
The changes listed below have been deleted and the system reverted to default settings This means that Job Title is now a free text field unrelated to the employment relationship. Changes to the relationship will not update the job title…
Clearing all External IDs from Contacts
Clearing all External IDs from Contacts The following was created from advice provided by Francis of Agileware on 28-Oct-2019: Log on to VentraIP at https://vip.ventraip.com.au/dashboard. Select Web Hosting. Select Manage. Select cPanel Login. Select phpMyAdmin. Select the cotavico_civicrm database. Select…
Creating a new user on CiviCRM
Creating a new user on CiviCRM As a matter of principle, every person who uses CiviCRM must do so with their own login and no login should be used by more than one person. This is vital for the security…
Changing the username of an existing WordPress user
Changing a username of an existing WordPress user from <OldUsername> to <NewUsername> Edit the CiviCRM contact record for the person and change the email address to xxxx@cotavic.org.au – keep the summary page open. Create a new WP user with <NewUsername>…
Importing and Exporting Notes (for a Contact)
Notes When a contact is exported, all of the notes for that contact are put into one field in the export file called Note(s). They are comma separated, but with no escaping of embedded commas. This means that, in the export…
WordPress and CiviCRM Environments, URLs and Permissions
COTA Victoria has three environments containing three instances of WordPress (WP) and two instances of CiviCRM as shown in the following table. Name WordPress CiviCRM Hosting URL Public Yes No NetVirtue https://www.cotavic.org.au Internal Yes Yes VentraIP https://civicrm.cotavic.org.au Test Yes Yes…
Maintaining SmartGroups safely
Maintaining SmartGroups safely The advice from Agileware is to: Keep smart group search criteria relatively simple and avoid complexity. Stick to what is available in the Advanced Search and Search Builder user interfaces. Assigning a Parent to a Smart Group…
Accessing the status of the website and CiviCRM
How to access the status of the website and CiviCRM The free online tool called Uptime Robot has been configured to report on the status of the website (https://www.cotavic.org.au) and CiviCRM (https://civicrm.cotavic.org.au/wp-admin) every 5 minutes. Viewing the status in your…
Assigning Tags to Victorian Members of Parliament
Task The task is to put three tags on each Member of Parliament (MP) – one for the House, one for the Electorate and one for the Party (in addition to the existing tag of Victorian Parliament). Requirements CiviCRM. The…
Accessing the error log on the hosting facility
Accessing the error log on the hosting facility Log on to cPanel. Select File Manager. Select /home/cotavico/public_html. View or Download error_log.
Setting up ‘cron’ to run the Scheduled Jobs in CiviCRM
Navigate to cPanel. Select Cron Jobs. Set up a new job with: Minute: */15 Hour -> Weekday: * $HOME/cron_job.sh >> $HOME/cron.log 2>&1 (wait some time) Select Administration > Scheduled Jobs. Check the Job Log for the correct activity.
Creating a CiviCRM Extension
Prerequisites A local WordPress site. CiviCRM installed on your local WordPress site. WAMP (Windows Apache MySQL PHP) or MAMP (Mac Apache MySQL PHP) up and running. * detailed instructions may be found in other KB articles Install Civix Follow the instructions…
Accessing the hosting facility
Accessing the hosting facility The credentials for this access are strictly controlled and you must obtain them prior to commencing this access. Log on to the hosting facility at: Ventra IP Select Manage my Hosting Select cPanel To access the…
Installing an Extension
The instructions for creating an extension are in Creating a CiviCRM Extension. Directory for extensions in live site: /home/cotavico/public_html/CRM/extensions Directory for extensions in test site: /home/cotavico/test.cotavic.org.au/CRM/extensions
Conducting a Facilitated Project Scoping Session
Facilitated Project Scoping Sessions Purpose The purpose of a facilitated project scoping session is to ensure that a project commences with an unambiguous, shared view of the expected conduct and outcomes of a project by all of the stakeholders of…
Accessing files on the host (plus how to put the red into the menu line of the test environment)
How to access and update files on the host Log on to https://vip.ventraip.com.au/?ref=%2Fhome%2F (see Rob for credentials). Select Manage my Hosting. Select cPanel. Select File Manager. Browse the store and update with great care: public_html appears to be the live site…
Importing Media Lists
To import a media list, read the Importing Two Contacts and a Relationship (including a Description) article in this Knowledge Base and specialise it with the following: In general, media lists have been provided in an Excel workbook in a form that…
Importing Two Contacts and a Relationship (including a Description)
Preamble This procedure is for uploading, into CiviCRM from an Excel workbook, data about organisations and related individuals. The two Contacts are usually an Organisation and an Individual but nothing stops them from being any two types of Contact. The…