How to manage to access different parts of Civi CRM CMS permissions allow you to grant (or not grant) access to entire sections of CiviCRM to user roles, such as CiviMail, CiviEvent, etc. They also allow you to restrict the…
Installing and configuring the Microsoft Outlook Add-in for CiviCRM
What is Outlook For CiviCRM? Outlook For CiviCRM is an Add-in for Microsoft Outlook, which allows Outlook to directly interact with CiviCRM. Once your account/credentials are verified with your CiviCRM account you are ready to start filing emails into CiviCRM.…
Test Cases – For Outlook Integration with CIVI CRM
Test Case Description Expected Result TEST001 Send Email to an email address which does not exist in CiviCRM New contact should be created in CiviCRM with this ‘To’ email address and an activity should be recorded against this new…
Knowledge Management Team and their Upcoming Availability
This article is not intended to conform to the Style Guide. Upcoming attendance times at the COTA Vic Office (unless stated otherwise) Note the form for dates and times of DD-MMM-YYYY and HH:MM which are unambiguous and IMHO good practice.…
Software Versions
CiviCRM 5.4.1 PHP 7.1.24 CiviVolunteer 4.7.31-2.3.1 WordPress 5.0.3 (up from 4.9.8 about Dec-2018)
Style Guide for entries in this Knowledge Base
The goal is to use a consistent writing style when creating entries in our CiviCRM Guides (the Admin Guide and the User Guide). Put items that you can select in bold and use italics within the bold for any parameter…
Register of Technical Support
Hosting https://ventraip.com.au/ Help Desk https://netvirtue.com.au Help Desk (via Code+Visual) WordPress internal COTA Victoria staff members Lizbeth Gonzalez Naranjo and Gemma Papprill as there is no support agreement with any external party WordPress public https://www.codeandvisual.com.au/ James and Deej. The user codeandvisual…
Activity Log
This article is not intended to conform to the Style Guide. Work to be considered Implement https://civicrm.org/extensions/civicase-tokens Work in Progress Staff training will be incorporated within the nominated activities. Status on each item…
Design notes on WordPress
Load a specific CiviEvent To load an event from CiviEvents into a WordPress page then make this the only content of that page: an html start code tag (i.e the word code in pointy brackets). an open square bracket. the…
Importing .csv data (particularly relational data)
The CiviCRM Documentation and the Training Manual by Agileware are sufficient for you to import the data for one CiviCRM table, but it gets tricky when you wish to import, for example, a number of individuals who are employed by…
Log of changes to CiviCRM
See https://civicrm.cotavic.org.au/wp-admin/admin.php?page=CiviCRM. 11-Jan-2020 Changed Error Report Recipient in Administration > System Settings > Report Error Settings from “rhagan@cotavic.org.au” to “it@cotavic.org.au” as Rob Hagan is no longer funded by COTA Victoria to carry out this monitoring. 16-Dec-2019 Added Sector Alliance as…
Design notes on CiviVolunteer
Lifecycle of a Volunteer The following is the lifecycle of a volunteer before, during and after being engaged on zero or more real Volunteer projects. A person who wants to register as a volunteer is loaded as an Individual. He…
Log of changes to WordPress
See https://civicrm.cotavic.org.au/. 20-Dec-2019 Enabled Table of Contents (TOC) in the Knowledge Base. 09-Aug-2019 Synchronisation of CiviEvents and events on www.cotavic.org.au was completed by Code+Visual and accepted by COTA Victoria. Creation of, and modifications to, an event in CiviEvents is published…