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…
Importing our individual memberships from CMS: (2) Progress Checkboxes
Progress Checkboxes The following table is intended to be printed and then the paper copy is to be “ticked off” as each item is completed. The aim is to complete each step/sub-step without interruption (to allow you to keep your…
Importing our individual memberships from CMS: (3) History of Imports
Purpose This article is to be updated with statistics gathered during each monthly importation of the CMS data into CiviCRM (as per the Importing our individual memberships from COTA Membership Services (CMS) article). This is to provide an audit trail of the…
Importing our individual memberships from CMS: (1) Procedure
Overview All Australian COTA organisations have outsourced the management of their individual memberships to COTA Membership Services (CMS) in South Australia. Every month, CMS sends COTA Victoria (and every other COTA) two Excel workbooks: “COTA <state> Members List – Active.xlsx” being a…
Using Microsoft with CiviCRM
MS-Word and its use with CiviCRM Agileware has advised that the bottom line is that MS-Word templates are just not practical with CiviCRM (and Agileware echoes the comments made below). It is important when you read this advice to remember…
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…
Emailing all current volunteers
All current volunteers are in a Smart Group called Volunteers (current). To email all current volunteers: Select Search > Find Contacts. In the “in:” clause, choose Volunteers (current). Select Search. Select the All <n> records radio button (to select all of the…
Using our individual memberships
Who manages our individual memberships? COTA Membership Services (CMS) in South Australia manage individual memberships for COTAs around Australia. They keep the master records for our individual memberships. Our members notify them of changes (e.g., of membership or contact details)…
Emailing all volunteers in a CiviVolunteer project
1. Set up the search Select Search > Search Builder. Enter the following four conditions by choosing each item (separated by the semicolons below) one after the other, left to right. After each condition, you’ll have to click on >>Another Search…
Notes on Importing our individual memberships from COTA Membership Services (CMS)
Findings 02-Jan-2019 (for the 03-Dec-2018 update) During the update: Single.csv Total Rows 1145 Total number of rows in the imported data. Total Contacts 1145 Total number of contact records created or modified during the import. Tagged Imported Contacts Single: 2…
Using the Strength For Life (SFL) system
SFL Structure SFL is implemented via the CiviMemberships and CiviContributions extensions of CiviCRM. Each SFL partner is an organisation in CiviCRM. Each contact person for such a partner is an individual in CiviCRM who is linked by an Employee-Employer relationship back to that…
Managing the allocation and re-allocation of a volunteer to a project
Rather than a step by step approach to the (re)allocation of a volunteer to a project, this may be better expressed as the following set of conditions: A volunteer who is allocated to the “Pool of Volunteers” with the “Unspecified”…
Managing the collection of paperwork for a volunteer
The paperwork for a volunteer must be kept in sync with a set of checkboxes in that person’s CiviCRM Contact record. This is vital for the correct and effective management of our teams of volunteers. The Dashlet “Volunteers with incomplete…
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…
Recording a person who wants to be a volunteer
If a person who wants to register as a volunteer the select Contacts > New Individual (not New Volunteer). Enter the person’s first and last name and wait until the search for potential duplicates has completed. If the person is already…
De-duping a Contact
Sometimes, a person is loaded more than once into CiviCRM. We call these “duplicates”. But it is not a duplicate if two contacts have the same name unless the two contacts represent the same person and you can prove to…
Is CiviCRM slow?
The speed of a system is a very subjective thing. It is the conundrum for every IT Manager in the world that every time he or she speeds a system up in some respect, the user population gets used to…
Creating a Volunteer Project
Follow the procedure given in the Agileware Training Manual.
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).