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Using Activities to Track a New Relationship

CiviCRM in Action

We definitely walk our talk when it comes to the technologies we teach here. The labs website is a WordPress site and we manage our contacts with CiviCRM. Here is a real world example of how Civi gets used.

Org-Specific Activities

If you recall this post on activities, any kind of interaction between your org

By |April 14th, 2015|CiviCRM|Comments Off on Using Activities to Track a New Relationship

Activities in CiviCRM

Activities in CiviCRM

Your organization is going to be doing a lot of stuff in relation to its constituents. Sending mailings, signing people up for events, tracking their donations, etc. Each of these things is recorded as an “Activity”. Simply put, any kind of interaction between your org and an individual that occured at a definite

By |April 9th, 2015|CiviCRM|Comments Off on Activities in CiviCRM

Creating Custom Fields in CiviCRM

Custom Fields
CiviCRM has multitude of individual contact fields. Like a lot of them. They try and account for the most common cases, but sometimes you want to have contact fields that tell you information about a specific type of person. This module will explore why you should use custom fields and how to set them

By |March 26th, 2015|CiviCRM|Comments Off on Creating Custom Fields in CiviCRM

Enabling Scheduled Mailings

Configuring Cron for Scheduled Mailings
Every Civi user encounters this problem: You create a mailing in CiviMail, send yourself a test, see that it’s good, schedule the mailing to go out at noon, and hit submit. Noon rolls around and nothing happens. Well what now?

CiviCRM is wonderful and amazing and we would never speak ill of

By |March 26th, 2015|CiviCRM|Comments Off on Enabling Scheduled Mailings

How To: Separate Names and Make Usernames in Excel

Recently I needed to take a class roster and create usernames to upload into Moodle. The problem was that it wasn’t in a pretty format. This means that I needed to get clever with Excel functions.
What I Had

The full name in the format “lastname, firstname”
Email

What I Wanted
I wanted to end up with 4 rows:

Last Name
First

By |April 7th, 2014|CiviCRM, Mapping, Tech Essentials|Comments Off on How To: Separate Names and Make Usernames in Excel