Day-to-day users¶
Manage contacts, activities, searches and routine records.
251 page(s) in this audience.
Appendices¶
- History of this book Learn how the CiviCRM manual's editions were written and who contributed to them. CiviCRM latest Updated 2026-10-06
- Free software? Understand what free software means for CiviCRM and why it matters to non-profit organisations. CiviCRM latest Updated 2026-10-06
- Credits Find contributor credits for the user guide and its licensing information. CiviCRM latest Updated 2026-10-06
- Glossary Look up CiviCRM terms and related technical terminology. CiviCRM latest Updated 2026-10-06
Communication — Campaigns¶
- What is CiviCampaign? Learn how CiviCampaign connects activities under a campaign and helps organizations review their outreach. CiviCRM latest Updated 2026-10-06
- What is CiviSurvey? Learn how CiviCampaign records offline survey responses and how an organisation can use them. CiviCRM latest Updated 2026-10-06
- What is CiviPetition? Understand how petitions can gather signatures, responses, and information online. CiviCRM latest Updated 2026-10-06
- What you need to know Understand the concepts and planning questions to consider before creating a petition. CiviCRM latest Updated 2026-10-06
- Set up CiviCampaign Enable CiviCampaign and configure campaign types, statuses, and the Engagement Index. CiviCRM latest Updated 2026-10-06
- Set up a petition Set permissions, create profiles, and create a petition. CiviCRM latest Updated 2026-10-06
- Set up a survey Create survey fields and types, then configure a survey and its questions. CiviCRM latest Updated 2026-10-06
- Manage campaigns and campaign activities Create and manage campaigns, then associate mailings, events, contributions, and participation with campaign activities. CiviCRM latest Updated 2026-10-06
- Everyday petition tasks Manage petitions, share them for signing, view signatures, and review results. CiviCRM latest Updated 2026-10-06
- Everyday survey tasks Manage surveys, reserve respondents, record interviews, and find survey results. CiviCRM latest Updated 2026-10-06
- What is GOTV (Voter Tracking)? Learn how to record which surveyed contacts have voted at the polls. CiviCRM latest Updated 2026-10-06
- Create an address list for Surveys of type Walklist Create and print a WalkList report for door-knock canvassing, then record the responses. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the campaign search filters and reporting options available in CiviCRM. CiviCRM latest Updated 2026-10-06
- Reports and analysis View petition signatories and review petition results with an Activity Report. CiviCRM latest Updated 2026-10-06
- Survey reports and analysis Use the Survey Report (Detail) to analyse survey results. CiviCRM latest Updated 2026-10-06
Communication — Mailings¶
- What is CiviMail? Learn what CiviMail does and how organisations use it for mass email campaigns. CiviCRM latest Updated 2026-10-06
- What you need to know Understand CiviCRM's email options and the questions to consider before sending email. CiviCRM latest Updated 2026-10-06
- CiviMail mailer settings Configure CiviMail mailer properties and determine a mailer batch limit. CiviCRM latest Updated 2026-07-02
- Everyday tasks Send email to one or more contacts and insert an image into an email. CiviCRM latest Updated 2026-10-06
- Message templates Create and manage reusable message templates for emails and mass mailings. CiviCRM latest Updated 2026-10-06
- Auto-file email conversations in CiviCRM Use a designated email address to file conversations as activities and set permissions for editing inbound email activities. CiviCRM latest Updated 2026-10-06
- Maintaining healthy email lists Understand email bounces and the differences between held addresses, unsubscribes, opt-outs, and the Do not email option. CiviCRM latest Updated 2026-10-06
- Filing emails on cases Understand the ways case-related emails and other activities can be filed on a case. CiviCRM latest Updated 2026-10-06
- Mass mailings using CiviMail Create a mass mailing, choose its recipients, review delivery statistics, and manage drafts and sent mailings. CiviCRM latest Updated 2026-10-06
- Manage email addresses on hold Find held email addresses and either release their holds or correct and update the addresses. CiviCRM latest Updated 2026-10-06
- Modifying system workflow message templates Review the precautions for changing system workflow messages and reverting customized templates. CiviCRM latest Updated 2026-10-06
- Reports and analysis Understand individual mailing reports, bounce information, click-through statistics, and CiviReport mailing reports. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Configuration¶
- Configure CiviCRM Review the configuration checklist and the settings available for an installed CiviCRM site. CiviCRM latest Updated 2026-10-06
- Address Settings Individual Name Format - The order and the specific fields for Individual Contact names when they are included in mailing labels. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Custom data¶
- Profiles Understand what Profiles can do and how field choices affect their use. CiviCRM latest Updated 2026-10-06
- Creating and managing Profiles Create a Profile, configure its settings, add fields, and manage existing Profiles. CiviCRM latest Updated 2026-10-06
- Creating custom fields Learn how to scope and configure custom field sets and fields, and when to use groups or tags instead. CiviCRM latest Updated 2026-10-06
- Using Profiles Use Profiles in forms and directories, update multiple records, and add fields to user account pages. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Extensions¶
- Extensions Understand what extensions provide, where to find them, and what happens when you install, disable, or uninstall them. CiviCRM latest Updated 2026-10-06
- Configure extension locations and installation options Configure extension locations, resource URLs, and repository-based installation options. CiviCRM latest Updated 2026-07-02
- Install, upgrade, and uninstall extensions Install extensions from available sources, upgrade them, and uninstall them. CiviCRM latest Updated 2026-07-02
Configure, automate and extend — Installation¶
- Install CiviCRM on Backdrop Install CiviCRM on an existing Backdrop site and review its initial configuration. CiviCRM latest Updated 2026-08-20
- Choosing a CMS for CiviCRM Compare CMS options and consider how your website needs to integrate with CiviCRM. CiviCRM latest Updated 2026-08-20
- Install CiviCRM with cv Install CiviCRM from the command line with cv, then configure the site and troubleshoot common installation problems. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on Drupal Install CiviCRM on Drupal and review the post-installation settings. CiviCRM latest Updated 2026-08-20
- Drupal multisite Set up another CiviCRM domain for a Drupal site and configure its domain settings and access control. CiviCRM latest Updated 2026-08-20
- Hosting options for CiviCRM Compare hosting options and considerations before installing CiviCRM. CiviCRM latest Updated 2026-08-20
- Install CiviCRM Standalone Install CiviCRM Standalone from a release tarball and complete the initial site setup. CiviCRM latest Updated 2026-08-20
- Using CiviCRM in a language other than US-English Install and update translation files, change the default language, and configure native gettext. CiviCRM latest Updated 2026-08-20
- Plan for CiviCRM adoption Identify your organization's CRM needs, build internal support, and prepare a recommendation. CiviCRM latest Updated 2026-08-20
- Installation and basic set-up Understand the prerequisites, hosting choices, security considerations, and upgrade planning for a CiviCRM installation. CiviCRM latest Updated 2026-10-06
- Planning a CiviCRM project Understand the people, goals, development approach, support, training, infrastructure, and change management involved in a CiviCRM project. CiviCRM latest Updated 2026-08-20
- Installation requirements Check the server, software, and database requirements before installing or upgrading CiviCRM. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on WordPress Install CiviCRM on an existing WordPress site, then back up its settings file and review the new installation. CiviCRM latest Updated 2026-08-20
Configure, automate and extend — Permissions¶
- Permissions and access control Understand the difference between CMS permissions and CiviCRM ACLs before deciding how to control access. CiviCRM latest Updated 2026-10-06
- Native CiviCRM ACLs Create ACL roles, assign contact groups to them and define access to specific data. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — System administration¶
- CiviCRM multisite Understand how CiviCRM domains relate to sites, settings, and levels of multisite support. CiviCRM latest Updated 2026-07-02
- Detailed logging Understand what detailed logging records and its potential performance impact. CiviCRM latest Updated 2026-07-02
- Integrating with Drupal Understand how Drupal modules, roles, and permissions relate to CiviCRM integration. CiviCRM latest Updated 2026-07-02
- Integrating with Backdrop Understand how Backdrop modules, roles, and permissions affect CiviCRM integration and access. CiviCRM latest Updated 2026-07-02
- Security Understand the security considerations involved in hosting CiviCRM and handling sensitive data. CiviCRM latest Updated 2026-07-02
- Authorize.net configuration Configure Authorize.net payments and recurring contribution notifications, and test transactions. CiviCRM 4.3.0 Updated 2026-07-02
- Configure CiviCRM caching Choose, install, and configure a cache service for CiviCRM. CiviCRM latest Updated 2026-07-02
- Card Access Services CASConnect configuration Download, install, and configure the CASConnect payment processor extension. CiviCRM latest Updated 2026-07-02
- CiviCRM themes Understand how CiviCRM themes interact with CMS themes and how to select a CiviCRM theme. CiviCRM latest Updated 2026-07-02
- Views integration Configure Drupal Views to display CiviCRM data on your website. CiviCRM latest Updated 2026-07-02
- Views integration Configure Backdrop Views to display CiviCRM data on a website. CiviCRM latest Updated 2026-07-02
- Tactics for staying off email blacklists Check mail server settings and use provider guidance to improve CiviMail email deliverability. CiviCRM latest Updated 2026-07-02
- OAuth Configure the CiviCRM OAuth Client, register a connection with a provider, and authorize access to resources. CiviCRM latest Updated 2026-07-02
- Payment processors Compare payment processors and find the configuration guidance provided for accepting payments through CiviCRM pages. CiviCRM latest Updated 2026-07-02
- Manage detailed logging Enable or disable detailed logging, review changes, and manage log tables. CiviCRM latest Updated 2026-07-02
- Multilevel permissioning in multisite Understand how domain groups and associated groups affect contact visibility, and how permissioned relationships provide an alternative. CiviCRM latest Updated 2026-07-02
- Custom templates and PHP files Store custom templates outside the main CiviCRM fileset and review how custom PHP files affect upgrades. CiviCRM latest Updated 2026-07-02
- Backup data Identify what to back up, how often to do it, and how to protect the backups. CiviCRM latest Updated 2026-07-02
- Moving CiviCRM from Drupal to WordPress Move a CiviCRM database and its files from a Drupal site to a WordPress site. CiviCRM latest Updated 2026-07-02
- Configuring a new site Review configuration tasks for the features and components your organization will use. CiviCRM latest Updated 2026-07-02
- Override paths Identify the CiviCRM paths that can be overridden and see how to set a path or URL override. CiviCRM latest Updated 2026-07-02
- Configure PayPal Website Payments Pro and Express Configure and test PayPal Website Payments Pro and Express for CiviContribute. CiviCRM latest Updated 2026-07-02
- PayPal Standard configuration Configure PayPal Website Payments Standard for contributions and event registration, and troubleshoot payment notifications. CiviCRM latest Updated 2026-07-02
- Email system configuration Configure outbound email, inbound processing, scheduled mail jobs, and related CiviMail settings. CiviCRM latest Updated 2026-07-02
- Moving an existing installation to a new URL, location or CMS Move a CiviCRM installation to a new URL, location, or CMS and update its files, database, and location-dependent settings. CiviCRM latest Updated 2026-07-02
- Running CiviCRM behind a firewall Configure system checks and email images when running CiviCRM behind a firewall. CiviCRM latest Updated 2026-07-02
- Directories Set paths for CiviCRM upload directories and review the precautions for images and custom files. CiviCRM latest Updated 2026-07-02
- Drupal to Backdrop For some use cases, instead of a Drupal 7 to Drupal 8 migration, a migration from Drupal 7 to Backdrop is a great alternative. CiviCRM latest Updated 2026-07-02
- Moving CiviCRM from Joomla to Drupal Backup your system Backup the CiviCRM database that was set up for Joomla. Backup the Drupal site before making any changes to it. CiviCRM latest Updated 2026-07-02
- Upgrading CiviCRM for Joomla Use this document to upgrade CiviCRM installations on Joomla to the latest CiviCRM release. CiviCRM latest Updated 2026-07-02
- Scheduled jobs Set up automatic execution of scheduled jobs and troubleshoot common failures. CiviCRM latest Updated 2026-07-02
- Handle bounced mail Set up bounce handling and find or remove on-hold email addresses. CiviCRM latest Updated 2026-07-02
- Autofile email activities via EmailProcessor Configure an email account to file incoming messages as contact activities. CiviCRM latest Updated 2026-07-02
- Sync CiviCRM groups to Backdrop roles Prepare and configure associations that synchronize CiviCRM groups with Backdrop roles. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM groups with Drupal roles Prepare group-to-role associations and configure CiviGroup Roles Sync. CiviCRM latest Updated 2026-07-02
- Sync CiviCRM memberships to Backdrop roles Configure membership-to-role associations and choose when Backdrop roles are synchronized. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM memberships with Drupal roles Configure membership-to-role association rules and choose when CiviMember Roles Sync runs. CiviCRM latest Updated 2026-07-02
- Configure PayPal Pro recurring contributions Understand PayPal Pro recurring contributions and configure their IPN updates. CiviCRM latest Updated 2026-07-02
- Optimize CiviCRM performance Review search, template, cache, directory-scanning, and database options that may improve CiviCRM performance. CiviCRM latest Updated 2026-07-02
- Updating system workflow message templates Merge customized system workflow message templates with changes made by a CiviCRM upgrade. CiviCRM 4.7.2, 4.7.3, 4.7.20, 4.7.31, 5.49.0 Updated 2026-07-02
- Multisite components and functional separation Look up how multisite functionality is delivered and which entities are separated by domain. CiviCRM latest Updated 2026-07-02
- Secret keys Find how to configure, generate, and manage CiviCRM secret keys. CiviCRM latest Updated 2026-07-02
- Filesystem permissions and file access Assess filesystem permissions and investigate warnings about publicly accessible CiviCRM files. CiviCRM latest Updated 2026-07-02
- Troubleshoot PayPal payments pending because of taxes Identify the PayPal tax setting associated with payments that remain pending. CiviCRM latest Updated 2026-07-02
- Setup Understand the CiviCRM System Status screen and where to find help for reported issues. CiviCRM latest Updated 2026-07-02
- Version-specific upgrade tasks Find additional tasks and changes to check when an upgrade crosses specific CiviCRM versions. CiviCRM 4.7.3, 4.7.31, 5.27.0, 5.29.0 Updated 2026-07-02
- Webform CiviCRM integration Learn how the Webform CiviCRM module connects Backdrop webforms with CiviCRM data and what to consider when configuring forms. CiviCRM latest Updated 2026-07-02
- Drupal 7 Webform CiviCRM Integration . CiviCRM latest Updated 2026-07-02
- Configuring Front-end Profile Listings and Forms in Joomla Sites CiviCRM includes the ability to expose Profile forms and listings, as well as Online Contribution Pages, to users and visitors of the 'front-end' of your Joomla! site. This section covers adding Profile pages to your front-end site menus. R CiviCRM latest Updated 2026-07-02
- WordPress integration Find CiviCRM extensions, WordPress plugins, and widgets that support integration between CiviCRM and WordPress. CiviCRM latest Updated 2026-07-02
- Base page CiviCRM public pages are built by overlaying the WordPress front page with CiviCRM content, thus using the front page's template. To use a different template, we must tell CiviCRM to use a different page as a starting point. Follow these st. CiviCRM latest Updated 2026-07-02
Configure, automate and extend — Troubleshooting¶
- Error handling Configure custom fatal error handling and save the settings. CiviCRM latest Updated 2026-10-06
- Troubleshooting Find more detailed errors and use symptom checks and recovery steps to troubleshoot CiviCRM. CiviCRM latest Updated 2026-07-02
Contacts and data — Activities¶
- Custom fields for cases and activities Create custom field sets for case types or activity types and choose where structured data belongs. CiviCRM latest Updated 2026-10-06
- Activities Understand activity records, repeating activities, and the options for administering activity types and statuses. CiviCRM latest Updated 2026-10-06
- Import requirements for activities, contributions, memberships, participants and tags Find the CSV fields and import options described for activities, contributions, memberships, participants and tags. CiviCRM latest Updated 2026-10-06
Contacts and data — Contacts¶
- Example: Show events attended by employees on an Organization’s contact record Show events attended by an Organization’s employees on the Organization’s contact record. CiviCRM latest Updated 2026-10-06
- Configure contact subtypes and the contact view Define contact subtypes and choose which contact information appears on editing and summary screens. CiviCRM latest Updated 2026-10-06
- Importing related contact data Import related contacts in separate files and link them using an external identifier. CiviCRM latest Updated 2026-10-06
- Exporting your contacts Export contact data to a CSV file using primary fields or a reusable selection of fields. CiviCRM latest Updated 2026-10-06
- How are Drupal or Joomla Users Linked to CiviCRM Contact Records Every CiviCRM instance sits within a "User Framework" — a CMS (Backdrop, Drupal, Joomla or WordPress) that handles user authentication (logging in) and gives users various levels of access to CiviCRM features (permissions). CiviCRM latest Updated 2026-10-06
- Add, edit and delete contacts Add a contact, update its record, or delete one or more contacts. CiviCRM latest Updated 2026-10-06
- Contacts Understand contact types, core fields, and the information available on each contact tab. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Importing data into CiviCRM Prepare a contact import, match its fields, review the preview, and check the results. CiviCRM latest Updated 2026-10-06
- Import contributions using Civi Import Prepare a contribution file, map its fields, and import contributions using Civi Import. CiviCRM latest Updated 2026-10-06
- Import event registrations Prepare a CSV file and import event registrations for existing contacts. CiviCRM latest Updated 2026-10-06
- Undelete Find deleted contacts in the trash and restore them. CiviCRM latest Updated 2026-10-06
- Deduping and merging Find duplicate contacts, review possible matches, and merge contacts individually or in batches. CiviCRM latest Updated 2026-10-06
- Import contributions Prepare contribution import data and match contributions to existing contacts. CiviCRM latest Updated 2026-10-06
- Export membership records Export membership records using primary fields or a selection of fields. CiviCRM latest Updated 2026-10-06
Contacts and data — Groups and tags¶
- Groups and tags Understand how groups and tags categorise records and choose between them. CiviCRM latest Updated 2026-10-06
- Translate option values and groups Translate option labels and option group details in a multilingual system. CiviCRM latest Updated 2026-10-06
- Manage groups Configure groups, manage their contacts, and find group membership records. CiviCRM latest Updated 2026-10-06
- Manage tags and tag sets Create and manage tags and tag sets for contacts, activities, and cases. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Cases¶
- What is CiviCase? Understand how CiviCase uses cases and activities to manage sequences of interactions. CiviCRM latest Updated 2026-10-06
- Set-up Enable CiviCase and define case types, roles, activities, timelines, and sequences. CiviCRM latest Updated 2026-10-06
- What you need to know Understand the concepts and planning questions behind configuring CiviCase. CiviCRM latest Updated 2026-10-06
- CiviCase permissions Review the contact and account requirements and the permissions that control access to CiviCase. CiviCRM latest Updated 2026-10-06
- Everyday tasks Find and manage cases, case roles, and activities in CiviCase. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the available ways to review, report on, search, and export casework data. CiviCRM latest Updated 2026-10-06
- Relationship type status warnings Identify situations that can cause CiviCase status warnings related to Relationship Types. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- Soft credits Understand how soft credits attribute contributions to people other than the donor. CiviCRM latest Updated 2026-10-06
- Personal Campaign Pages Understand what Personal Campaign Pages offer administrators and fundraisers, and where their limitations lie. CiviCRM latest Updated 2026-10-06
- What is CiviContribute? Learn what CiviContribute records and how an arts group uses it to manage workshop income. CiviCRM latest Updated 2026-10-06
- Configure premiums Configure premiums to offer on contribution pages. CiviCRM latest Updated 2026-10-06
- Sales tax and VAT Enable Sales Tax or VAT, create a tax Financial Account, and assign it to a Financial Type. CiviCRM latest Updated 2026-10-06
- Set up a payment processor Configure a payment processor and find the card details given for testing. CiviCRM latest Updated 2026-10-06
- Creating contribution pages Create and configure an online Contribution Page, then make it available to visitors. CiviCRM latest Updated 2026-10-06
- Creating contribution forms using FormBuilder Set up a contribution form with FormBuilder and configure its checkout and confirmation options. CiviCRM latest Updated 2026-10-06
- Key concepts and configurations Understand the financial, payment, status, and data choices involved in configuring CiviContribute. CiviCRM latest Updated 2026-10-06
- Create a membership signup form with online payment Create a public membership signup form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Example: use FormBuilder to create an event booking form with online payment Create a public event booking form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Configure profiles for batch entry Change the reserved profiles used for contacts and payments during batch entry. CiviCRM latest Updated 2026-10-06
- Payment processors Compare payment processor characteristics and support before choosing one for CiviCRM. CiviCRM latest Updated 2026-10-06
- Set up and manage Personal Campaign Pages Enable Personal Campaign Pages, provide an invitation to create one, and manage submitted pages. CiviCRM latest Updated 2026-10-06
- Widgets Create, customize, and embed a contribution page widget. CiviCRM latest Updated 2026-10-06
- Invoicing Invoicing works for all Financial Types and Completed and Pending Contribution Statuses and has to be enabled. To enable Invoicing go to Administer > CiviContribute > CiviContribute Component Settings and check the Enable Tax and Invoicing CiviCRM latest Updated 2026-10-06
- Sending receipts and thank you letters Donors making contributions through an online form will automatically receive an email receipt for their payment, provided the option to send them was selected during the configuration of the contribution page. If you wish to manually send CiviCRM latest Updated 2026-10-06
- Batch entry of Contribution, Membership or Pledge Payments Enter multiple payments in a batch, process its totals, and find the processed payments. CiviCRM latest Updated 2026-10-06
- Finding contributions Find contribution records, refine search results, and choose an action for selected contributions. CiviCRM latest Updated 2026-10-06
- Manual entry of contributions Record an offline contribution on a contact’s record. CiviCRM latest Updated 2026-10-06
- Offline fundraising Create a contact list and postal mailing materials for an offline appeal, then enter the contributions received. CiviCRM latest Updated 2026-10-06
- Accounting integration Create and manage accounting batches, then export their transactions for accounting software. CiviCRM latest Updated 2026-10-06
- Manage recurring contributions Find recurring contributions and understand which changes are made in CiviCRM or on the processor site. CiviCRM latest Updated 2026-10-06
- Viewing the CiviContribute dashboard See where to review contribution summaries and choose a dashboard layout. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the standard contribution reports and other ways to analyse contributions. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- What is CiviEvent? Learn what CiviEvent does and how events, participants, roles, and statuses fit together. CiviCRM latest Updated 2026-10-06
- Custom data for events Understand where to store custom data for events and participants and which participant field options are available. CiviCRM latest Updated 2026-10-06
- Complex event fees Configure price sets and date-based discounts for event registration fees. CiviCRM latest Updated 2026-10-06
- Repeating events Set an Event to repeat at specified intervals and exclude dates from the repetition. CiviCRM latest Updated 2026-10-06
- Online event registration Configure online event registration, optional registration features, permissions, and testing. CiviCRM latest Updated 2026-10-06
- Event templates Create an event template and use it to pre-fill the configuration of a new event. CiviCRM latest Updated 2026-10-06
- Creating an event Create an event and configure its information, location, fees, registration, reminders, sharing, and confirmation emails. CiviCRM latest Updated 2026-10-06
- Event planning and management Consider what you need to plan, promote, and follow up on an event. CiviCRM latest Updated 2026-10-06
- Keeping track of events and participants Use the CiviEvent Dashboard and event listing to find events and participant information. CiviCRM latest Updated 2026-10-06
- Creating and printing event badges Configure a name badge layout and print badges for selected event participants. CiviCRM latest Updated 2026-10-06
- Integrating events with your website Find ways to link to event pages, display events on your website, and share an RSS feed of upcoming events. CiviCRM latest Updated 2026-10-06
- Manual event registration Register a contact for an event and record an initial or additional payment. CiviCRM latest Updated 2026-10-06
- Mass event registration Register a selected set of contacts for an event with the same registration choices. CiviCRM latest Updated 2026-10-06
- Finding and administering event participants Find existing event participants, take actions on search results, and change registration selections. CiviCRM latest Updated 2026-10-06
- Reports Compare ways to analyse event and participant data, and learn how to display an event report on the home dashboard. CiviCRM latest Updated 2026-10-06
- Example: Upcoming Events --- title: Example: Upcoming Events category: tutorial topic: searchkit subtopic: upcoming-events component: SearchKit audiences: - administrators level: intermediate journeystage: plan-and-configure summary: Build an upcoming events overvi. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Grants¶
- What is CiviGrant? Learn what CiviGrant tracks and how an organisation might use it to manage a grant programme. CiviCRM latest Updated 2026-10-06
- What you need to know about CiviGrant Understand the CiviGrant workflow and the questions to consider before using it. CiviCRM latest Updated 2026-10-06
- Set up CiviGrant Enable CiviGrant and configure grant types, statuses, and custom data. CiviCRM latest Updated 2026-10-06
- Manage grants and recipient reports View grants, add or edit grant recipients, and record reports received from recipients. CiviCRM latest Updated 2026-10-06
- Reports and analysis Understand the available ways to search for, report on, and analyse grants. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Memberships¶
- Membership renewals Understand how membership renewals affect dates and records, and how members can be reminded or renew. CiviCRM latest Updated 2026-10-06
- What is CiviMember Understand what CiviMember supports and how an organisation can use it to manage memberships. CiviCRM latest Updated 2026-10-06
- Membership price sets Configure a membership price set with multiple membership terms, memberships and non-membership options. CiviCRM latest Updated 2026-10-06
- Create a public membership list Create a public, filterable membership logo grid using SearchKit and FormBuilder. CiviCRM latest Updated 2026-10-06
- Online membership sign up Configure, test, and publish a page where visitors can sign up for or renew a membership. CiviCRM latest Updated 2026-10-06
- Cancelling and expiring memberships Change a membership to Cancelled or Expired while retaining its history, or delete a membership entered in error. CiviCRM latest Updated 2026-10-06
- Finding and viewing memberships Find membership records, view their details, and act on search results. CiviCRM latest Updated 2026-10-06
- Renew and update memberships manually Renew one contact's membership or update multiple existing membership records. CiviCRM latest Updated 2026-10-06
- Importing memberships Prepare and import membership records from outside CiviCRM or update existing memberships. CiviCRM latest Updated 2026-10-06
- Membership reports Find out what the membership dashboard and built-in membership reports show. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Pledges¶
- What is CiviPledge? Learn how pledges relate to scheduled donations, payments, and reminders. CiviCRM latest Updated 2026-10-06
- Set up pledges on contribution pages Enable pledges on an online contribution page and configure payment options and reminders. CiviCRM latest Updated 2026-10-06
- Everyday tasks Record individual or batched pledge payments and cancel pledges. CiviCRM latest Updated 2026-10-06
- Create and manage pledges Enable CiviPledge, create pledges, set up payment reminders, and find and review pledges. CiviCRM latest Updated 2026-10-06
- Pledge reports and analysis Identify the available pledge reports and templates for analysing pledges. CiviCRM latest Updated 2026-10-06
Getting started and community¶
- Managing relationship types Create relationship types, add custom relationship fields, and disable or delete types that are no longer needed. CiviCRM latest Updated 2026-10-06
Initial set up¶
- Dates Find the settings for date display, date input, calendar conventions, and date-field ranges. CiviCRM latest Updated 2026-10-06
- Logging Compare CiviCRM's default change log, detailed logging, and other ways to review changes over time. CiviCRM latest Updated 2026-10-06
- Customizing the user interface Change interface preferences, navigation, forms, search views, and terminology to suit your users. CiviCRM latest Updated 2026-10-06
- Scheduled jobs Learn how scheduled jobs are initiated and configured, and look up the available jobs and their parameters. CiviCRM latest Updated 2026-10-06
Introduction¶
- Real world examples See how six organizations have used CiviCRM to manage their work. CiviCRM latest Updated 2026-10-06
- What is CiviCRM? Learn what CiviCRM is, what it helps organizations manage, and how it works with a website. CiviCRM latest Updated 2026-10-06
- Is CiviCRM for you? Explore ways to decide whether CiviCRM is right for your organisation. CiviCRM latest Updated 2026-10-06
Mailings¶
- Postal mail communications Plan postal mailings, create merged letters, and generate mailing labels. CiviCRM latest Updated 2026-10-06
- Everyday SMS tasks Send an SMS to individual contacts or prepare and send a bulk SMS. CiviCRM latest Updated 2026-10-06
- Set-up In this chapter, the steps required to set up an SMS gateway will be explored. Once configured, you will be able to send both single and mass text messages to individual contacts which have a mobile phone number defined, ie. Phone Type must CiviCRM latest Updated 2026-10-06
Organising your data¶
- Mapping your data Understand where existing constituent and organization data fits in CiviCRM before transferring it. CiviCRM latest Updated 2026-10-06
- Planning your data in CiviCRM Review your existing data and working practices before deciding how to organise records in CiviCRM. CiviCRM latest Updated 2026-10-06
- Relationships Create relationships between contacts and connect individuals to employers, organisations, and households. CiviCRM latest Updated 2026-10-06
Search and reporting — Forms¶
- Types of forms Learn what the Submission Forms, Search Forms, and Field Blocks tabs on the main FormBuilder page are for. CiviCRM latest Updated 2026-10-06
- Creating custom data entry forms Create, configure, and preview a custom form for collecting data in CiviCRM. CiviCRM latest Updated 2026-10-06
Search and reporting — Reporting¶
- What is CiviReport? Learn what CiviReport does and how organisations use reports for fundraising, financial tracking, and household contributions. CiviCRM latest Updated 2026-10-06
- Navigation menu Find CiviCRM features through the navigation menu and learn how menu items can be changed. CiviCRM latest Updated 2026-10-06
- External reporting Understand when reporting outside CiviCRM may be useful and how external tools can access CiviCRM data. CiviCRM latest Updated 2026-10-06
- What you need to know about CiviReport Understand CiviReport concepts and the questions to consider when planning reports. CiviCRM latest Updated 2026-10-06
- Set up CiviReports Create a report from a template, configure its criteria and settings, and make it available to users. CiviCRM latest Updated 2026-10-06
- The home dashboard & dashlets Add dashlets to your dashboard, control their refresh frequency and create dashlets from reports. CiviCRM latest Updated 2026-10-06
- Everyday tasks View configured reports, add reports to your dashboard, and add report results to a group. CiviCRM latest Updated 2026-10-06
- Reports and analysis (SMS) Use the Activities report to review and filter SMS activity recorded in CiviCRM. CiviCRM latest Updated 2026-10-06
- Bug reporting Check possible causes of a problem, try to reproduce it, and provide the details needed for a useful bug report. CiviCRM latest Updated 2026-10-06
Search and reporting — Search¶
- Adding new relative date filters Use the supported patterns to add relative date filters. CiviCRM latest Updated 2026-10-06
- Search displays Learn how to add a SearchKit display, choose a display type, and configure how results appear. CiviCRM latest Updated 2026-10-06
- With (Optional) / With (Required) / Without Understand how joining additional entities changes the rows returned by a Search Kit search. CiviCRM latest Updated 2026-10-06
- Creating a custom autocomplete search list Create a filtered autocomplete list with identifying details and add it to a form. CiviCRM latest Updated 2026-10-06
- Use actions on Search Kit results Select search results to make actions available in Search Kit. CiviCRM latest Updated 2026-10-06
- Filter Search Kit results with Having Use Having to filter displayed Search Kit results, including aggregate data and transformed field values. CiviCRM latest Updated 2026-10-06
- Search for information in CiviCRM Find contacts and other records using CiviCRM search methods, and work with the results. CiviCRM latest Updated 2026-10-06
- Expiration date Understand how an expiration date affects the display of a saved search. CiviCRM latest Updated 2026-10-06
- Creating a FormBuilder interface for the Search Display Once the Search Display has been created, FormBuilder is then used to create an interface to make this display available for users. CiviCRM latest Updated 2026-10-06
- Search result actions Look up the actions available for contact, contribution, participant, activity, and member search results. CiviCRM latest Updated 2026-10-06
- Relative date filters Look up the relative date filters that ship with CiviCRM and the date boundaries they define. CiviCRM latest Updated 2026-10-06
- Search button Learn when to use the search button to preview or refresh search results. CiviCRM latest Updated 2026-10-06
- Field transformations Learn what field transformations do and which categories are available in Search Kit. CiviCRM latest Updated 2026-10-06
- URL filter support in searches Look up supported search URL parameters and the date formats used in their values. CiviCRM latest Updated 2026-10-06
Search and reporting — SearchKit¶
- What is SearchKit? Learn what SearchKit is and how its entities, criteria, joins, grouping, and displays affect search results. CiviCRM latest Updated 2026-10-06
- Create a donation form with FormBuilder Create a public donation form with FormBuilder and a Stripe checkout option. CiviCRM latest Updated 2026-10-06
- Translating FormBuilder Build a FormBuilder form and translate its saved strings into an installed language. CiviCRM latest Updated 2026-10-06
- Create an invitation list for donor members Build a SearchKit invitation list of current members who are major donors and have no event participant record. CiviCRM latest Updated 2026-10-06
- Export and import SearchKit searches Export a saved SearchKit search to share or reuse it, and import a search shared with you. CiviCRM latest Updated 2026-10-06
- Create a Soft Credit search and table display Create a Soft Credit search in SearchKit and present its results in a table display. CiviCRM latest Updated 2026-10-06
- Tags Use tags to organize and filter saved searches in SearchKit. CiviCRM latest Updated 2026-10-06
- Pre-filling forms and using secret links Set default form values through URL parameters and send contacts secret links to pre-filled forms. CiviCRM latest Updated 2026-10-06
- Group by Understand how Group By organizes search results and supports analysis of grouped data. CiviCRM latest Updated 2026-10-06
- Example: Listing Contacts who have relationships of the same type Use SearchKit to list contacts who have more than one relationship of the same type. CiviCRM latest Updated 2026-10-06
- Query info View the API and SQL code behind a SearchKit search. CiviCRM latest Updated 2026-10-06
- Search For Identify the primary entities available in Search For and the optional ways to modify or group a search. CiviCRM latest Updated 2026-10-06
- Where Understand how Where filters SearchKit results and how its comparison operators behave. CiviCRM latest Updated 2026-10-06
The CiviCRM Community¶
- The CiviCRM community Find places to connect with the CiviCRM community and ways to contribute. CiviCRM latest Updated 2026-10-06
Translation¶
- Translating CiviCRM CiviCRM is written with English-language code and strings for display. Using, Transifex CiviCRM is able to translate the entire interface into dozens of different languages for the use of many different organizations worldwide. Each local l CiviCRM latest Updated 2026-10-06