Administration Tab

CiviCRM

Data Organization in CiviCRM:"Building Blocks"

•Contacts•Reports•Mail•Tags•Activities•Contribe•Member•Events and Event Attendences

Contacts

•Individuals•Organizations•Households

 

Information within contact profiles:•name, nickname, greeting, title•website, email addresses, phone numbers, IM account name•addresses•communication preferences

Mail

Mail are a way to connect two contacts to each other. 

•out of the box relationship types in CiviCRM are "employer - employee" and "parent - child"

•One describes the relationship of A to B, and the other of B to A.oFor example, Adam is Bernard's son and Bernard is

Adam's father. Sometimes both descriptions will be the same: Charlie is Diane's friend and Diane is Charlie's friend. 

Groups  

•Groups are useful to identify two or more contacts with something in common. (Similar to relationships but not just two-way)

•Can be use for mailing lists. oyou would create a group containing newsletter

subscribers, then use the group to send an email newsletter. 

•Groups can be a "child" or "parent"oWhen a group is a parent, and you select that group and

its contacts, you select the contacts within it's child groups as well.

Groups Cont.

"For some groups, such as your advisory board, you might want to capture other types of relationships than a simple "belong to" (eg. president, vice-president, member, substitute). Instead of creating a group, you might want to create a new type, "board", and a contact, "advisory board", then add the members of the group as relationships to that contact. For mailing purposes, you might want to create a smart group with all the related individuals (no matter the type of relationship) of that board."

Tags

•Similar to groups, tags are used to identify contacts, but also can be applied to activities and cases (still to come) that have something in common.

Activities

•Activities track interactions between the organization and its clients or contacts at a specific point in time. All of CiviCRM's components make extensive use of activities, such as to record contributions, event attendances, membership subscriptions, and emails.

•You can create additional activity types to define specific activities that your organization carries out, for example, "completed annual survey". 

•All Activities have these characteristics:otimeostatusoadded byoassigned to owith contacts

Contributions

•Type of activity•Whenever there is a financial element it is technically a

contributionofor each donation, campaign contribution, for paid events

and membership fees.•predefined contribution types:odonationsocampaign contributionsomembership feesofees

•These can be added to•They have different status which reflect the reception

process. (we will discuss this the CiviContribute week)

Memberships and Membership Types

•Type of activityocontain extra fields for tracking memberships --> start &

end dates•Definitions such as these (fees as well) can all be

customized.•Memberships are renewableothe start and end date are shifted but the original date of

joining remains the same.•Membership fees are a type of contribution

Events and Attendance

•Another building block of CiviCRM•Contains fields to add events and give these events, times

locations, fees and other information.•When a contact registers for an event, a participant record is

created linking the contact to the event. 

Reports

•Reports are a way to logically connect a series of activities•Meaning that you can define different case types and

associate a predefined series of activities with them. •When creating a new case you typically create a series of

scheduled activities that need to be completed as a part of that report

•As the report progresses, you can record new activities, or series of activities, as part of the case.

Administration

•To-begin lets talk about Menusoadminister-->site building blocks-->menusothis is important especially when creating content.

Identifying where your links for the content will be located.oon this menu page you will see some fields.

here you can create a new menu or edit existing menus these menus can be made invisible for certain users

and viewable for others. •Lets Make a New Menu

Content Management• Administer-->content management-->content

o all of the content you create, just like in wordpress, is stored in your database. so when you delete something on the Drupal end it is deleted in

your database as well.•  Content Types

oA page is a simple method for creating and displaying information that rarely changes, such as an "About us" section of a website. By default, a page entry does not allow visitor comments and is not featured on the site's initial home page.

oA story, similar in form to a page, is ideal for creating and displaying content that informs or engages website visitors. Press releases, site announcements, and informal blog-like entries may all be created with a story entry. By default, a story entry is automatically featured on the site's initial home page, and provides the ability to post comments.

Site Configuration: Maintenance, Reports

•administer-->site configuration•Maintenance •Since we are currently constructing a new site, use the site

configuration admin section to take our site offlineoclick site maintenanceoonce the preferences are saved, it will be in maintenance

mode owhile it may look inaccessible use the following path to

access the log-in panel http://www.yoururl.com/wp-admin

login

 

Site Configuration Continued

•ReportsoThis will give you information about updates and site

information.

Setting Themes

•administer-->site building-->themes•Here you can configure your existing themeoalso uploading exterior themes

•Visibility of Items on you page•On this page you can also insert a path to a custom logo or

upload a file.