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…
Media consents for events
Adding a media consent to an event To add a media consent to a standalone event: Enable Online Registration Under Registration Screen, select Media Consent from the second dropdown menu (Include Profile – bottom of page) The Media Consent options…
Freelancers and similar “the individual is the organisation” structures
A person who works at an organisation is represented as: A contact of type Organisation that represents the employer. A contact of type Individual that represents the person. An “Employer of/Employed by” relationship that links that person to that employer…
Email Template Guide: Invitation to an Event
Insert an Image Select/Highlight the image placeholder . Click the Image icon in the toolbar. Under Upload tab, click Choose File and open the image of interest. Click Send it to the Server. Navigate back to the Image…
How to use Outlook For CiviCRM
Settings within MS-Outlook The settings may be adjusted by going to the OutlookForCiviCRM tab near the top inside MS-Outlook. Follow the recommended settings according to your needs: 1) I frequently need to log email activities to CiviCRM I will be…
Tracking the promotion and support of research projects
Promote and Support Research Projects is implemented in CiviCase. This is a work in progress (see Kirsty). Operation Please read the procedure for Speaking Engagements before proceeding with these steps as it will give an overall flavour of how to…
Manage interview sessions across many participants
Goal The goal is to manage a set of contacts where each is invited to an interview session at a given location, date and time within a program (e.g., the program to schedule and carry out interviews for the position of…
How to register somebody (other than yourself) to an event without losing your own identity in the process and what to do to reclaim your lost identity
Good (Method 1) vs Bad Registration (Method 2) There is a correct way and an incorrect way to do a “back office” registration of somebody to an event (assuming that you are logged on to WordPress/CiviCRM): The correct way: Select…
COTA Connects
Document the design in KB 1 x smart group that aggregates * Registrants via the public website * Board Member * blah Show Gemma how to clear the Get Connected registrations One article in the Mailouts sections called COTA Connects
Using Campaigns
Campaigns can be nominated from a drop down list within: Any Event Any Mailout Any Activity This makes these references safe even if the title of the campaign is altered. Campaigns can be nominated by their title within: Cases only…
Setting up and operating Reach, Train, Employ (RTE)
Overview The Reach, Train, Employ (RTE) project has two sets of participants: RTE Partners: organisations that are involved in the Reach, Train, Employ (RTE) project by being a project partner, government or community organisation stakeholder, referral organisation of program participants or…
Doing mailouts via snail mail
First read the documentation on Tags and Groups. Snail mail is sent by creating mailing labels and affixing them to envelopes that contain the material that you wish to send. The procedure is: Find a set of Contacts via any…
Tags, Groups and Relationships
The following are already defined in CiviCRM for your use: A hierarchic set of Tags is already at your disposal. A hierarchic set of Groups is also at your disposal. A large set of relationships are also at your disposal.…
Email addresses attached to function
Email addresses attached to function The following email addresses relate to functions within the business as distinct from being email addresses for individuals. Email Address Monitored by Purpose cotavic@cotavic.org.au Karen Iatrou, Mitsuko Penberthy Not documented cotaaccounts@cotavic.org.au Theresa Bernstein Receipt of…
Summary of Management Overviews
Overviews (general) The following provide useful insights into the operation of CiviCRM Reports > Civisualise and select one of Contacts, Events or Mailings. Reports > Pivot Report > Case and select Case Type by Month. Overviews by Functional Area The…
Data Entry Conventions
Data Entry Conventions Location Types (which apply to phone numbers, street addresses and email addresses) Home – only to be used on Individuals and Households. An organisation should never have any Home entries (phone number, email address or street address). Work –…
Send a requested Publication
Request the send of a publication Select Contacts > New Activity. Fill in: Activity Type: Send a Publication. With Contact: person in CiviCRM who has requested the publication – the publication will be sent according the email or snail mail…
Request the send of a publication
Request the send of a publication Select Contacts > New Activity. Fill in: Activity Type: Send a Publication. With Contact: person in CiviCRM who has requested the publication – the publication will be sent according the email or snail mail…
Managing Enquiries
Summary In very simple terms: Enquiries may be completed almost immediately or they may be handled over many days by multiple staff and, whether simple or complex, the management of this is achieved via statuses: A enquiry is “open” as…
Managing Submissions
Summary The Submissions system: Is implemented in CiviCase (https://docs.civicrm.org/user/en/latest/case-management/what-is-civicase/). A case is a collection of activities. Is intended as high level submission management and is not intended to manage low level activities. Needs care with data integrity Operation Please read…