Testing of Footers for GDPR All done by Rob Hagan so that his contact record was updated by the various actions. This is not only testing, but worked examples of the operation of the GDPR extension in our environment. Old…
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…
How to fix permissions on the hosting site
How to fix permissions on the hosting site Log on to hosting site. Select Web Hosting. Select Permissions Fixer.
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.
Postcodes, States and Countries that have been corrected
The correction activity log was: Individuals 6941 exported 563 for import 7 records in Individual Short as a trial Total Rows 7 Total number of rows in the imported data. Total Contacts 7 Total number of contact records created or…
Assessment on Campaign Monitor Vs CiviMail
Assessment on Campaign Monitor Vs CiviMail Items to discuss with Lizbeth: Calibri font – status of work by Gemma or is it now in production? Demo Mosaico Test Newsletter 02 to show Lizbeth in test environment: Index – are the anchors…
Fix a WordPress UserID that is on the wrong CiviCRM Contact
Fix a WordPress UserID that is on the wrong CiviCRM Contact This is a dangerous procedure. Assume that you have a WordPress (WP) user #50 that is linked to CiviCRM Contact #12000 but should be linked to Contact #12050. It…
Evaluate, integrate and/or discard EventBrite
This mini-project is now complete. Purpose To evaluate, integrate and/or discard EventBrite in order to bring as much of COTA Vic’s data into CiviCRM and therefore back under COTA Vic’s control. Background COTA Vic currently uses CiviEvent for free events…
Evaluate, integrate and/or discard Survey Monkey
Important Note CiviCRM uses the term Petition for an online survey and the term Survey for a “walk around with a clipboard” survey. Purpose To evaluate, integrate and/or discard Survey Monkey in order to bring as much of COTA Vic’s…
Evaluate, integrate or discard Campaign Monitor
Purpose To evaluate, integrate and/or discard Campaign Monitor in order to bring as much of COTA Vic’s data into CiviCRM and therefore back under COTA Vic’s control. Notes (rough plan as it were) Fonts Currently only websafe are available in…
Implement access controls
Hi Alex, I’ve given thought to a suitable task – important and also relatively self contained. It’s all to do with restricting access to stuff and you’ve done some research on this previously, but I reckon that it is problematic.…
Migrate LLLS system from MS-Access to CiviMembership
Largely done – all partners, partner contacts and price sets are loaded, manual entry of memberships is now required to be completed by Mitsuko using the original MS-Access database as the reference. Documentation for this loading is complete in the User…
Review and extend the tailored reporting
Purpose To review all reports and identify where improvements are needed, and then implement those improvements which may entail building a “home grown” report. This is all aimed at improving the user experience. Approach Kavya is identifying where a contact…
Liaise with Code+Visual on the new www.cotavic.org.au website and integration with CiviCRM
Purpose Support agreement with Code+Visual is being negotiated (via Corey) – probably won’t have one, use Pay As You Go. Need a support agreement with the hosting provider. Need to finalise the migration schedule. Migration of our content was expected…
Project Manage the “Update SRV’s client focused operational systems” project (complete)
Purpose (from the agreed scope document) To replace the existing functionality of the Infocom system plus desired enhancements in the SRV production environment by 30-Jun-2019 with defined transfer/adoption of the current Infocom data. Notes Current status is that it appears…
Implement and publish tailored Civisualisations
Purpose Research how to create “home grown” Civisualisations, and create a trial. Then interview staff (starting with Karen Ivanka, Amanda Kunkler and Nicky Barry in that order), with Rob, to identify some key items that they may wish to have…
What gets changed during a CiviCRM version update
> Also, what gets overwritten when you do an update. Only files on wp-content/plugins/civicrm – all those files are replaced. Said Justin in support ticket SUP-8160. Affected Files Image files under /home/cotacivo/public_html/wp-content/plugins/civicrm/civicrm/i COTA logo for invoicing LLLS logo for invoicing Not…
Assessment on Open Source Recruitment Portal
Assessment on Open Source Recruitment Portal Carried out by Kavya 20-Feb-2019 as requested by Rob even though it was not prioritised as such by Ronda because there was no immediately available next task for Kavya at the time. No Tool…
LLLS/SFL Invoice Template
The following was developed to the point where is was almost ready for production release and then it was realised that its name “Contribution Receipt Invoice” meant that it was serving all three purposes. Our specialisation of it was therefore…