Cividesk has created an on-line training session to guide you through the basics of creating custom fields and to show you how to use profiles to gather custom data from contacts through the creation of an on-line form. When you leave this class, you'll be able to customize CiviCRM to gather and store data that is unique to your organization, as well as better understand the various uses of profiles in CiviCRM.
Blogues
Last month I made a proposal for a client to integrate CiviCRM with Outlook 365. This proposal was rejected because the client did not go for an e-mail migration to Outlook 365. So the need for this plugin was gone.
The plan was that this integration would do the following:
Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.
CiviCoop have produced a wonderful extension, Documenten, which provides some great new features for adding attachments to Case Activities and storing them in a user-friendly way (a Documents tab on the Contact record), as well as the ability to update files with newer versions of the file.
MEAA are a union organisation in Australia with a very wide brief including both union activism and membership drives, as well as legal services to its members.
They use Cases extensively and we were keen to deliver some improvements to 'inbound email' so that they could include the case id in the subject, and have the email added to the relevant case.
We have recenting been working with MEAA to build new functionality in to their CiviCRM in order to build their capabilities.
One of the requirements that arose was to be able to set some Activity Types to send notifications to the Assignee without triggering them for all Activity Types.
This feature was accepted by core and is now available in 4.7.30 release.
Just arrived back home after spending a few days with the CiviCRM community in Brussels. And as always I really enjoyed myself and returned inspired and full of inspiration.
Cividesk wlll be offering the intermediate level on-line training for Events, Organizing Successful Events in CiviCRM on Wed., February 7th from 10 am to 12 pm MT. This class is a good follow-up to the Fundamentals of Event Management taught by Cividesk.
One way we try to give back to the CiviCRM community is by offering free user training each Wednesday in the form of one-hour webinars focused on specific areas of Civi. We've recently posted our upcoming training sessions for the next few months. To find out more or to register, go to https://greenleafadvancement.com/training. We hope you will join us!
Brought to you by Greenleaf Advancement.