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…
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…
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…
How to record a phone call, face-to-face contact or email
To record a phone call or a face to face contact: Select Contacts>New Activity. Select Activity Type of Phone Call or Meeting (as appropriate). Select your correspondent in With Contact. If you wish some action to be taken by another…
How to request a new user in CiviCRM
How to request a new user in CiviCRM In order to gain access to CiviCRM (and the Knowledge Base), one must have a WordPress account (i.e., a WordPress user id and a password). Every WordPress user will have a matching…
Representation of Policy Committees
Representation of Policy Committees Each PC will be an organisation ending in “Committee” or “Network” or “Alliance”. Each such needs to be tagged as “Internal Committee” or “External Committee”. Link each member to the committee via the “is member of”…
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…
Processing the “Get Involved!” paper form
Processing the “Get Involved!” paper form into CiviCRM Method At an event or some other occasion, attendees are asked if they wish to fill in the “Get Involved!” sheet. The sheet allows for the collection of the person’s contact details…
Full COTA Vic Staff List including services
iPad 1 email cotavicipad@gmail.com iPad 2 email cotavicipad2@gmail.com iPad 3 email cotavicipad3@gmail.com iPad 4 email cotavicipad4@gmail.com COTA Australia 9909-7910 SUITE 1104, LEVEL 11, 530 Little Collins St, Melbourne LACVI Erin Smith (until 25/7/19) office@life.org.au 9655-2106 Tue &…
What is in CiviCRM today and how do you use it?
The following represents the state of the CiviCRM system as at 18-Dec-2019. General Knowledge Management resources (your reference guide) Our Knowledge Base is growing steadily and augments the training and reference resources provided. It has articles categorised within three sections: Admin Guide, User…
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…
Using CiviCRM data
Using CiviCRM data The data in CiviCRM is a network of Contacts, Activities and many other kinds of entity (generally related to particular functionality – like Membership, Volunteers, Mailouts, Contributions and Events). These are linked together by relationships to support…
Re-sending an email from an allocated activity (Need 2 Know)
In order to re-send an activity to the same person/speaker, for example a talk which has been allocated to a particular speaker, follow the steps: edit the activity. de-allocate the activity (remember to whom it was allocated). re-allocate the activity…
Searching for a person (an individual)
To use the search and guarantee that you are searching all of the contacts, then always enter Last Name, First Name (i.e., put the Last Name first and put a comma between the Last Name and the First Name).