CiviCRM Cookbook

Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

Overview

• Take your CiviCRM skills to the next level and handle CiviCRM efficiently
• Covers a wide range of recipes from organizing data efficiently to developing CiviCRM extensions
• Pracital, comprehensive, well-explained recipes with the necessary screenshots

In Detail

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.

Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.

CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.

CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.

This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.

What you will learn from this book

• Set up geocoding
• Add custom data fields
• Display a contact map
• Create permissions for administartors
• Create mail templates for CiviMail
• Add the external identifier field to full text search
• Create user accounts from contacts in Drupal
• Move a site to a production server

Approach

This book is written in cookbook style with practical, comprehensive recipes expained with the aid of the necessary screenshots.

Who this book is written for

If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you.