My name is Mark, I run a small consulting Firm in Vancouver Canada. I have been working with CiviCRM since 2009 and have implemented customized solutions with it for 7+ clients. I have several clients who use CiviCRM and CiviContribute and at the end of each year there is always a moment where they mention their wish list to be able to generate a CRA [Canada Revenue Agency] compliant tax receipt for each of their Contributors.
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A wide variety of organizations make use of CiviCRM, especially in the areas managing contact/donor data, contact communication and receiving online donations. Performing arts organizations also have those needs, as well as some unique requirements around events (performances) and tickets. Over a series of upcoming blog posts, I hope to outline how our organization has used and adapted CiviCRM to meet our needs for those use cases.
<Cross posted from Advomatic.com The code blocks will be easier to read there.>
Sometimes after launching a new site our clients find that there are fields and features in CiviCRM that they don't use. We are working with a client that wants to remove all fields and features that aren't useful in order to simplify their user interface and make it easier to use. This includes things like SMS features, email signatures, and demographics. There are also several fields that they wanted renamed to be more consistent with the legacy system that they migrated from. To fulfill this requirement I used a combination of template overrides, and CiviCRM's translation system.
First up I should point out that if you do want to go down this path you need to make clear to the client that this will take a fair amount of effort up front (hopefully less for you now that you are reading this recipe). Additionally, if/when you upgrade CiviCRM these customizations will need to be reviewed at the very least, and possibly even re-done to some extent. So while this customization will make things more usable for CiviCRM administrators, it will add cost to both the initial site build, and to ongoing maintenance.
This feature has been sponsored by the New York State Senate. The issue spec is on the issue tracker.
I am very glad to have opportunity to work on this feature and sharing my thoughts and experience for same :) . This feature is added in trunk and scheduled for version 4.2 release
The meetup was hosted at techhub, in London’s “Silicon Roundabout”, Old Street. Our host for the evening was Michael McAndrew of Third Sector Design, a company specialising in CiviCRM based in techhub.
Okay, I'm double-posting today in case you don't find this buried in the forum. My forum posting contains all of the details regarding a custom hack written for a client to automate 7 renewal email reminders based on expire date.
I do hope you find this useful. http://forum.civicrm.org/index.php/topic,6176.msg98034.html#msg98034
- Annalee
Hey gang sorry it's taken me so long to get back to you but we've been busy slogging through a few outstanding issues. For those of you who are currently in the throes of your data conversion here are a few quick words of advice. 1. Set up a local site for your data conversion so you don't run into any restrictions on how many records you can import at one time on your server, otherwise, you will spend a lot of time creating many, many small text files.
In November 2011 we worked during a hole day with Abril from AlternativasyCapacidades.org and Juan Manuel from TelarSocial.org, and their teams from Mexico to get the Mexican Spanish translation finished for CiviCRM. We did our best and despite we couldn't reach the goal, we got 90% completed. Not bad! We put together a team of volunteers, some working in our office at Wingu and one remotely from the province of Mendoza in Northwestern Argentina.
Recently we noticed the Make-It-Happen on CiviCRM.org which proposed to integrate CiviCRM with Clickatell and other SMS gateways. I approached dlobo on IRC and asked if he would be interested in seeing the code we had developed that would do some of what the MIH proposed. He asked why we hadn't mentioned it before and my sheepish response was that, even though it worked, it felt like it was a duct tape solution not ready for public consumption.
Similar to @annaleevk's story (Tales from a Blackbaud Kintera Conversion) earlier this year I was tasked with migrating a 60K contact Kintera database to CiviCRM. To make matters more "interesting", the client had a home-grown database with mixed information, some defining new contacts and some adding information to the Kintera contacts. I will not talk