OM Structure Organisation Membership (OM) is implemented via the CiviMemberships and CiviContributions extensions of CiviCRM. Each organisation member is an organisation in CiviCRM. Each contact person for such a member is an individual in CiviCRM who is linked by an Employee-Employer…
Setting up and operating OM (CiviMembership and CiviContribution)
Setting up the OM system Organisation Memberships (OM) Organisations who is to be billed to join our organisation membership program. Organisation Types There are the senior organisations (SO), local governments (LG), and service providers (SP). Different types and size of…
Setting up and Managing Committees
Committees A Committee or Alliance or Working Group or Network (or similar group) is managed in CiviCRM using: One Organisation (the “Committee”) to represent the committee (it’s not a real organisation as such, but it can’t be either an Individual or…
Managing Speaking Engagements
Summary The Speaking Engagements system: Replaces the Need to Know and Speaker Engagements activity types (where the former had a hard coded implication of a particular fund source). Is implemented in CiviCase (https://docs.civicrm.org/user/en/latest/case-management/what-is-civicase/). A case is a collection of activities.…
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…
Set up an Event and manage the logistics to run an event (immediately prior and on the day)
The Life Cycle of an Event Set up an event in CiviEvent (and the note Free vs Paid Events section below). On the hour (every hour) or when an administrator forces a sync (noting that synchronisation can be forced at…
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…
SFL Business Rules
Need to decide whether there is a fixed annual review date
Tracking engagement with my mailout
There are some metrics that show how recipients are engaging with your mailout: Unique Opens – the number of recipients who have opened your email whether each has opened it just once or hundreds of times. Click Thrus – the…
Doing mailouts via email
First read the documentation on Tags and Groups. The documentation on this topic is quite comprehensive in the CiviMail documentation, and you may be well served to read that first. Fundamentally, there are three ways to drive mailing (from huge mailouts down…
Training Requirements for Reception
Reception Configure the COTA Staff List Dashlet onto the Dashboard. Book an Event: Find an individual. Add an individual. Register an individual into an event.
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 &…
Setting up and operating SFL (CiviMembership and CiviContribution)
Setting up the SFL system SFL Memberships A membership is set up for an SFL organisation that is to be billed (i.e., to be sent an invoice) for theSFL services that COTA Victoria provides. SFL Organisations Organisations that are involved in…
Revising the Start Date for a Volunteer
Revising the Start Date for a Volunteer Select Search > Find Contacts to find the record for the Volunteer (or use any other method to get to the Volunteer’s record). Select the Activities tab. Filter Include to be Volunteer. For…
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…