Credits¶
Since 2016, this book has been maintained in Github. Refer to https://github.com/civicrm/civicrm-user-guide/graphs/contributors for a list of contributors since then.
Contributors prior to 2016 are listed below under the section headings in use at the time.
About this book¶
Modifications:
- michaelmcandrew - Michael McAndrew 2014
What is CiviCRM?¶
Modifications:
- Stoob - Stuart G 2012
- brylie - Brylie Oxley 2012
- jchester - JoAnne Chester 2013, 2014
- michaellogue - Michael Logue 2013
- michaelmcandrew - Michael McAndrew 2013, 2012
- davidshq - Dave Mackey 2013
- adam - adam hyde 2011
Real world examples¶
Modifications:
- colemanw - Coleman Watts 2014
- tonyguzman4 - Tony Guzman 2012
- Katymoon - Katy Jockelson 2011
- davidshq - Dave Mackey 2012
- AbrilRocabert - Abril Rocabert 2012
Components¶
Modifications:
- arcurus - Martin Auer 2015
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2013, 2014
- phillipclarke29 - Philip Clarke 2013
Extensions¶
Modifications:
- arandajl08 - Joshua Aranda 2014
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2013, 2014
Who is CiviCRM?¶
Modifications:
- Katymoon - Katy Jockelson 2011
- brylie - Brylie Oxley 2012
- jchester - JoAnne Chester 2014
- adam - adam hyde 2011
Is CiviCRM for you?¶
Modifications:
- jchester - JoAnne Chester 2014
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2012
- kasiawaka - Kasia Wakarecy 2012
- adam - adam hyde 2011
Identifying your needs¶
Modifications:
- reperry - Robyn Perry 2011
- jehanley - Jane Hanley 2012
- michaelmcandrew - Michael McAndrew 2015
- AbrilRocabert - Abril Rocabert 2012
- kasiawaka - Kasia Wakarecy 2012
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
Test it out¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- kasiawaka - Kasia Wakarecy 2012
- brylie - Brylie Oxley 2012
- jchester - JoAnne Chester 2014
Hosting¶
Modifications:
- Simon_West - Simon West 2012
- brylie - Brylie Oxley 2012
- jchester - JoAnne Chester 2014
Transitioning to CiviCRM¶
Modifications:
- reperry - Robyn Perry 2011
- Stoob - Stuart G 2012
- jchester - JoAnne Chester 2014
- davidshq - Dave Mackey 2012
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
Installation and basic set-up¶
Modifications:
- reperry - Robyn Perry 2012
- michaelmcandrew - Michael McAndrew 2015, 2011, 2013
- jchester - JoAnne Chester 2014, 2015, 2013
- phillipclarke29 - Philip Clarke 2013
- DavidGreenberg - David Greenberg 2012
- techczech - Dominik Lukes 2011
- adam - adam hyde 2011
- arandajl08 - Joshua Aranda 2014
- Simon_West - Simon West 2012
- Katymoon - Katy Jockelson 2011
Scheduled jobs¶
Modifications:
- DavidGreenberg - David Greenberg 2012
- jbertolacci - Jason Bertolacci 2013
- Stoob - Stuart G 2012
- michaelmcandrew - Michael McAndrew 2012
- slovak - Peter Petrik 2013
Customizing the user interface¶
Modifications:
- gtona - Galata Tona 2015
- DavidGreenberg - David Greenberg 2012
- jchester - JoAnne Chester 2014, 2015, 2013
- tonymazz - Tony Mazzarella 2014
- leesajay - Lisa Jervis 2012
Permissions and access control¶
Modifications:
- michaelmcandrew - Michael McAndrew 2013, 2014, 2015
- arandajl08 - Joshua Aranda 2014
- Simon_West - Simon West 2012
- brylie - Brylie Oxley 2012
- jchester - JoAnne Chester 2014
Security¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2012
- jchester - JoAnne Chester 2014
- davidshq - Dave Mackey 2012
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
- Simon_West - Simon West 2012
Email system configuration¶
Modifications:
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2013, 2014
- cborgia - Chris Borgia 2012
- marcel - Marcel Clausen 2012
- jbertolacci - Jason Bertolacci 2013
- DavidGreenberg - David Greenberg 2012
- slovak - Peter Petrik 2013
- techczech - Dominik Lukes 2011
- Katymoon - Katy Jockelson 2011
- craftee123 - Sarah Craft 2014
Logging¶
Modifications:
- michaelmcandrew - Michael McAndrew 2013, 2011, 2015
- jchester - JoAnne Chester 2014, 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
Menu, dashboard and dashlets¶
Modifications:
- reperry - Robyn Perry 2012, 2011
- colemanw - Coleman Watts 2014
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2013
Keyboard shortcuts¶
Modifications:
- michaelmcandrew - Michael McAndrew 2012
- jchester - JoAnne Chester 2014
- leesajay - Lisa Jervis 2012
Searching¶
Modifications:
- reperry - Robyn Perry 2011, 2012
- michaelmcandrew - Michael McAndrew 2013, 2011
- jchester - JoAnne Chester 2015, 2013, 2014
- phillipclarke29 - Philip Clarke 2013
- colemanw - Coleman Watts 2013, 2014
- DavidGreenberg - David Greenberg 2012
- gtona - Galata Tona 2015
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Simon_West - Simon West 2012
- Katymoon - Katy Jockelson 2011
- gibsonoliver - oliver gibson 2012
Undelete¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2015, 2014
Overview¶
Modifications:
- reperry - Robyn Perry 2011
- jehanley - Jane Hanley 2012
- davem - Dave Moreton 2011
- kasiawaka - Kasia Wakarecy 2012
- kellieateff - Kellie Brownell 2012
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
Mapping your data¶
Modifications:
- michaelmcandrew - Michael McAndrew 2012
- jchester - JoAnne Chester 2013
- phillipclarke29 - Philip Clarke 2013
- kasiawaka - Kasia Wakarecy 2012
- avaguilar - Alice Aguilar 2014
- kellieateff - Kellie Brownell 2012
- DavidGreenberg - David Greenberg 2012
- brylie - Brylie Oxley 2012
Contacts¶
Modifications:
- KatyJ - Katy Jockelson 2012
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2014, 2015, 2013
- jbertolacci - Jason Bertolacci 2013
- DavidGreenberg - David Greenberg 2012
- davidshq - Dave Mackey 2012
- adam - adam hyde 2011
- LindseyM - Lindsey Mansfield 2012
- Simon_West - Simon West 2012
- Katymoon - Katy Jockelson 2011
- tonymazz - Tony Mazzarella 2014
Groups and tags¶
Modifications:
- reperry - Robyn Perry 2012, 2011
- michaelmcandrew - Michael McAndrew 2012, 2013, 2011, 2015
- jchester - JoAnne Chester 2014
- colemanw - Coleman Watts 2014
- adam - adam hyde 2011
- LindseyM - Lindsey Mansfield 2012
- Katymoon - Katy Jockelson 2011
- waldir - Waldir Pimenta 2011
- avaguilar - Alice Aguilar 2012
Smart groups¶
Modifications:
- booki - adam or aco 2011
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2013, 2014
- phillipclarke29 - Philip Clarke 2013
Activities¶
Modifications:
- KatyJ - Katy Jockelson 2012
- michaelmcandrew - Michael McAndrew 2013, 2012, 2011
- roshani - Roshani Kothari 2015
- davem - Dave Moreton 2011
- katesneed - Kate Sneed 2015
- DavidGreenberg - David Greenberg 2012
- Katymoon - Katy Jockelson 2011
- nathan.porter - Nathan Porter 2014
Relationships¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2013, 2011
- jchester - JoAnne Chester 2014
- colemanw - Coleman Watts 2014
- DavidGreenberg - David Greenberg 2012
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
Custom fields¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014
- DavidEsrati - David Esrati 2013
- jbertolacci - Jason Bertolacci 2013
- arcurus - Martin Auer 2015
- gtona - Galata Tona 2015
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Simon_West - Simon West 2012
- Katymoon - Katy Jockelson 2011
Profiles¶
Modifications:
- Stoob - Stuart G 2013
- michaelmcandrew - Michael McAndrew 2012, 2013
- jchester - JoAnne Chester 2013, 2014
- colemanw - Coleman Watts 2014
- JoeMurray - Joe Murray 2013
- jbertolacci - Jason Bertolacci 2013
- brylie - Brylie Oxley 2012
- Simon_West - Simon West 2012
- leesajay - Lisa Jervis 2012
- gibsonoliver - oliver gibson 2013
Importing data¶
Modifications:
- reperry - Robyn Perry 2012
- biologyben - Ben Shuman 2014
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2014
- kasiawaka - Kasia Wakarecy 2012
- lynxlynxlynx - Jaka Kranjc 2015, 2014
- gtona - Galata Tona 2015
- adam - adam hyde 2011
- slovak - Peter Petrik 2013
- Katymoon - Katy Jockelson 2011
- nathan.porter - Nathan Porter 2014
Exporting data¶
Modifications:
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
Deduping and merging¶
Modifications:
- reperry - Robyn Perry 2012
- Stoob - Stuart G 2014
- michaelmcandrew - Michael McAndrew 2011
- Upperholme - Graham Mitchell 2013
- Simon_West - Simon West 2012
- slovak - Peter Petrik 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- jamienovick - Jamie Novick 2013
Tokens and mail merge¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2012
- colemanw - Coleman Watts 2014
- DavidGreenberg - David Greenberg 2012
- techczech - Dominik Lukes 2011
- adam - adam hyde 2011
- Simon_West - Simon West 2012
- Katymoon - Katy Jockelson 2011
- leesajay - Lisa Jervis 2012
Postal mail communications¶
Modifications:
- DavidGreenberg - David Greenberg 2012
- michaelmcandrew - Michael McAndrew 2012
- jchester - JoAnne Chester 2014
Automating tasks¶
Modifications:
- kellieateff - Kellie Brownell 2012
- michaelmcandrew - Michael McAndrew 2012
- kasiawaka - Kasia Wakarecy 2012
- jbertolacci - Jason Bertolacci 2013
What is CiviContribute?¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2015
- booki - adam or aco 2011
- DavidGreenberg - David Greenberg 2012
- davidshq - Dave Mackey 2012
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011, 2012
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- trish - TBA 2012
- jchester - JoAnne Chester 2014
- davem - Dave Moreton 2011
- michaelmcandrew - Michael McAndrew 2013
- jbertolacci - Jason Bertolacci 2013
- DavidGreenberg - David Greenberg 2012
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2012
Set-up¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2015, 2014
- jbertolacci - Jason Bertolacci 2013
- nathan.porter - Nathan Porter 2014
- Simon_West - Simon West 2012
- DavidGreenberg - David Greenberg 2012, 2014
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- TommyBobo - Tommy Bobo 2014
- avaguilar - Alice Aguilar 2012, 2014
- gibsonoliver - oliver gibson 2014
Everyday tasks¶
Modifications:
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2015, 2014
- roshani - Roshani Kothari 2015
- avaguilar - Alice Aguilar 2012
- jbertolacci - Jason Bertolacci 2013
- DavidGreenberg - David Greenberg 2012
- gtona - Galata Tona 2015
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- Simon_West - Simon West 2012
Soft credits¶
Modifications:
- jehanley - Jane Hanley 2014
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2013
- adam - adam hyde 2011
- marisaporter - Marisa Porter 2014
- tonymazz - Tony Mazzarella 2014
Personal Campaign Pages¶
Modifications:
- roshani - Roshani Kothari 2015
- Simon_West - Simon West 2012
- DavidGreenberg - David Greenberg 2013
- jchester - JoAnne Chester 2015
- Stoob - Stuart G 2012
Accounting Integration¶
Modifications:
- ehbk - Eliet Henderson 2013
- jchester - JoAnne Chester 2014
- jehanley - Jane Hanley 2013
- JoeMurray - Joe Murray 2015
Payment processors¶
Modifications:
- reperry - Robyn Perry 2012, 2011
- michaelmcandrew - Michael McAndrew 2012, 2014, 2015
- davem - Dave Moreton 2011
- JoeMurray - Joe Murray 2013
- DavidGreenberg - David Greenberg 2012
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
Invoicing¶
Modifications:
- roshani - Roshani Kothari 2015
- michaelmcandrew - Michael McAndrew 2015
- katesneed - Kate Sneed 2015
Sales Tax and VAT¶
Modifications:
- reperry - Robyn Perry 2011, 2012
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2015
- roshani - Roshani Kothari 2015
- katesneed - Kate Sneed 2015
- JoeMurray - Joe Murray 2015
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
- Simon_West - Simon West 2012
- leesajay - Lisa Jervis 2012
Reports and analysis¶
Modifications:
- Abril - Abril Rocabert 2011
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2015
What is CiviPledge?¶
Modifications:
- Simon_West - Simon West 2012
- Stoob - Stuart G 2012
What you need to know¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- jbertolacci - Jason Bertolacci 2013
- Simon_West - Simon West 2012
- DavidGreenberg - David Greenberg 2012
- Stoob - Stuart G 2012
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- Stoob - Stuart G 2012
- jchester - JoAnne Chester 2015
- davem - Dave Moreton 2011
- avaguilar - Alice Aguilar 2014
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
- Simon_West - Simon West 2012
Everyday tasks¶
Modifications:
- Simon_West - Simon West 2012
- Stoob - Stuart G 2012
- jchester - JoAnne Chester 2015
- katesneed - Kate Sneed 2015
Pledges Reports and Analysis¶
Modifications:
- jchester - JoAnne Chester 2015
- avaguilar - Alice Aguilar 2014
Introduction to events¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2011
- maya - Maya Gibbs 2014
- davem - Dave Moreton 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- jchester - JoAnne Chester 2013, 2015, 2014
- Katymoon - Katy Jockelson 2011
- petednz - Peter Davis 2012
Event planning¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2013, 2011, 2012, 2015
- maya - Maya Gibbs 2014
- davem - Dave Moreton 2011
- jbertolacci - Jason Bertolacci 2012
- DavidGreenberg - David Greenberg 2012
- adam - adam hyde 2011
- jchester - JoAnne Chester 2013, 2014
- helen - helen varley jamieson 2011
- arandajl08 - Joshua Aranda 2014
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
- petednz - Peter Davis 2012
Creating an event¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2014
- maya - Maya Gibbs 2014
- kckrupp - Kevin C. Krupp 2012
Online event registration¶
Modifications:
- jchester - JoAnne Chester 2015
- michaelmcandrew - Michael McAndrew 2015
- maya - Maya Gibbs 2014
Integrating events with your website¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2015, 2014
- jbertolacci - Jason Bertolacci 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- leesajay - Lisa Jervis 2012
Manual event registration¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- maya - Maya Gibbs 2014
- avaguilar - Alice Aguilar 2012
Keeping track of events and participants¶
Modifications:
- jbertolacci - Jason Bertolacci 2012
- michaelmcandrew - Michael McAndrew 2015
- maya - Maya Gibbs 2014
Event badges¶
Modifications:
- reperry - Robyn Perry 2012
- Abril - Abril Rocabert 2011
- Stoob - Stuart G 2012
- michaelmcandrew - Michael McAndrew 2012, 2015, 2014
- jchester - JoAnne Chester 2014, 2013
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
Complex event fees (price sets and discounts)¶
Modifications:
- kellieateff - Kellie Brownell 2012
- maya - Maya Gibbs 2014
Event templates¶
Modifications:
- kellieateff - Kellie Brownell 2012
- maya - Maya Gibbs 2014
Event reports¶
Modifications:
- Abril - Abril Rocabert 2011
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2013, 2015
- DavidGreenberg - David Greenberg 2012
- adam - adam hyde 2011
- maya - Maya Gibbs 2014
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011, 2012
- petednz - Peter Davis 2012
WHAT IS CIVICRM?¶
Modifications:
Custom data for events¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2012
- maya - Maya Gibbs 2014
Repeating Events¶
Modifications:
- gtona - Galata Tona 2015
- maya - Maya Gibbs 2014
REAL WORLD EXAMPLES¶
Modifications:
WHO IS CIVICRM?¶
Modifications:
ABOUT THIS BOOK¶
Modifications:
- DavidGreenberg - David Greenberg 2011
Introduction to memberships¶
Modifications:
- Upperholme - Graham Mitchell 2014
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014
Defining memberships¶
Modifications:
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014, 2015
- katesneed - Kate Sneed 2015
- DHepper - David Hepper 2014
Online membership sign up¶
Modifications:
- jcrothers - Jennifer Crothers 2014
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014
- arandajl08 - Joshua Aranda 2014
IS CIVICRM FOR YOU?¶
Modifications:
Manual entry of memberships¶
Modifications:
- reperry - Robyn Perry 2011
- jcrothers - Jennifer Crothers 2014
- michaelmcandrew - Michael McAndrew 2014, 2015
- jchester - JoAnne Chester 2014
- avaguilar - Alice Aguilar 2014
ORGANISATIONAL ANALYSIS¶
Modifications:
PROJECT MANAGEMENT¶
Modifications:
Membership pricesets¶
Modifications:
- laryn - Laryn Kragt Bakker, CEDC.org 2014
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014
- leesajay - Lisa Jervis 2012
Finding and viewing memberships¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2014, 2015
- katesneed - Kate Sneed 2015
- kckrupp - Kevin C. Krupp 2012
- arandajl08 - Joshua Aranda 2014
- avaguilar - Alice Aguilar 2014
HOW DATA IS ORGANISED?¶
Modifications:
Membership reports¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2015, 2014
- katesneed - Kate Sneed 2015
- kckrupp - Kevin C. Krupp 2012
- arandajl08 - Joshua Aranda 2014
- avaguilar - Alice Aguilar 2014
EXTENDING CORE DATA¶
Modifications:
Renewals¶
Modifications:
- arandajl08 - Joshua Aranda 2014
- Simon_West - Simon West 2012
- michaelmcandrew - Michael McAndrew 2014
- jchester - JoAnne Chester 2014, 2015
PROFILES¶
Modifications:
- DavidGreenberg - David Greenberg 2011
Cancelling and expiring memberships¶
Modifications:
- kbrownell - Kellie Brownell 2012
- kellieateff - Kellie Brownell 2012
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2014
- arandajl08 - Joshua Aranda 2014
Making member only websites¶
Modifications:
- arandajl08 - Joshua Aranda 2014
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2014
- leesajay - Lisa Jervis 2012
INSTALLATION¶
Modifications:
- DavidGreenberg - David Greenberg 2011
MENU AND DASHBOARD¶
Modifications:
- DavidGreenberg - David Greenberg 2011
What is CiviMail?¶
Modifications:
- michaelmcandrew - Michael McAndrew 2012, 2011, 2015
- ehbk - Eliet Henderson 2012
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- leesajay - Lisa Jervis 2012
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2012, 2011
- ehbk - Eliet Henderson 2012
- techczech - Dominik Lukes 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- leesajay - Lisa Jervis 2012
CONTACTS¶
Modifications:
- DavidGreenberg - David Greenberg 2011
TAGS AND GROUPS¶
Modifications:
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2014, 2013
- colemanw - Coleman Watts 2014
- ehbk - Eliet Henderson 2012
- DavidGreenberg - David Greenberg 2012
- techczech - Dominik Lukes 2011
- tonymazz - Tony Mazzarella 2014
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- Simon_West - Simon West 2012
- leesajay - Lisa Jervis 2012
SEARCHING¶
Modifications:
- DavidGreenberg - David Greenberg 2011
Maintaining Healthy Email Lists¶
Modifications:
- laryn - Laryn Kragt Bakker, CEDC.org 2014
- michaelmcandrew - Michael McAndrew 2015
- jchester - JoAnne Chester 2014
- arandajl08 - Joshua Aranda 2014
- gtona - Galata Tona 2015
- tonymazz - Tony Mazzarella 2014
Everyday tasks¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2011
- ehbk - Eliet Henderson 2012
- katesneed - Kate Sneed 2015
- Simon_West - Simon West 2012
- DavidGreenberg - David Greenberg 2012
- techczech - Dominik Lukes 2011
- Katymoon - Katy Jockelson 2011
- gtona - Galata Tona 2015
- leesajay - Lisa Jervis 2012
IMPORTING¶
Modifications:
DEDUPING AND MERGING¶
Modifications:
Reports and analysis¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2011
- jchester - JoAnne Chester 2015, 2013
- ehbk - Eliet Henderson 2012
- techczech - Dominik Lukes 2011
- Katymoon - Katy Jockelson 2011
- leesajay - Lisa Jervis 2012
EXPORTING¶
Modifications:
Scheduled reminders¶
Modifications:
- laryn - Laryn Kragt Bakker, CEDC.org 2014
- michaelmcandrew - Michael McAndrew 2012, 2014
- jchester - JoAnne Chester 2015, 2014
- ChrisChinchilla - Chris Ward 2014
- katesneed - Kate Sneed 2015
- DavidGreenberg - David Greenberg 2012
- tonymazz - Tony Mazzarella 2014
- arandajl08 - Joshua Aranda 2014
- leesajay - Lisa Jervis 2012
- petednz - Peter Davis 2012
A/B Testing¶
Modifications:
- gtona - Galata Tona 2015
- katesneed - Kate Sneed 2015
POSTAL MAIL¶
Modifications:
EVERYDAY TASKS¶
Modifications:
What is SMS?¶
Modifications:
- Simon_West - Simon West 2012
Set-up¶
Modifications:
- Simon_West - Simon West 2012
- michaelmcandrew - Michael McAndrew 2015
WHAT IS CIVICONTRIBUTE?¶
Modifications:
PLANNING¶
Modifications:
Everyday tasks¶
Modifications:
- Simon_West - Simon West 2012
CONFIGURING¶
Modifications:
Reports and analysis¶
Modifications:
- Simon_West - Simon West 2012
- jchester - JoAnne Chester 2015
EVERYDAY TASKS¶
Modifications:
What is CiviReport?¶
Modifications:
- Katymoon - Katy Jockelson 2011
- davem - Dave Moreton 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
WHAT IS CIVIEVENT?¶
Modifications:
What you need to know¶
Modifications:
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2015, 2014
- davem - Dave Moreton 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
Set-up¶
Modifications:
- jchester - JoAnne Chester 2015
- colemanw - Coleman Watts 2015
- roshani - Roshani Kothari 2015
- davem - Dave Moreton 2011
- jbertolacci - Jason Bertolacci 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- gtona - Galata Tona 2015
- Katymoon - Katy Jockelson 2011
PLANNING¶
Modifications:
CONFIGURING¶
Modifications:
Everyday tasks¶
Modifications:
- Katymoon - Katy Jockelson 2011
- jchester - JoAnne Chester 2015
- helen - helen varley jamieson 2011
EVERYDAY TASKS¶
Modifications:
- DavidGreenberg - David Greenberg 2011
What is CiviCase¶
Modifications:
- reperry - Robyn Perry 2011
- jchester - JoAnne Chester 2014
- Upperholme - Graham Mitchell 2014
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2012
WHAT IS CIVIMEMBER?¶
Modifications:
What you need to know¶
Modifications:
- michaelmcandrew - Michael McAndrew 2013
- jchester - JoAnne Chester 2014
- Upperholme - Graham Mitchell 2014
- davem - Dave Moreton 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- totten - Tim Otten 2014
- avaguilar - Alice Aguilar 2012
- emason - Eliot Mason 2014
PLANNING¶
Modifications:
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- jchester - JoAnne Chester 2014, 2013
- Upperholme - Graham Mitchell 2014
- davem - Dave Moreton 2011
- demeritcowboy - Dave D 2011
- JoeMurray - Joe Murray 2013
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- totten - Tim Otten 2014
- avaguilar - Alice Aguilar 2012
- emason - Eliot Mason 2014
Every day tasks¶
Modifications:
- reperry - Robyn Perry 2011
- Upperholme - Graham Mitchell 2014
- demeritcowboy - Dave D 2011
- DavidGreenberg - David Greenberg 2011
- lynxlynxlynx - Jaka Kranjc 2015
- helen - helen varley jamieson 2011
- arandajl08 - Joshua Aranda 2014
- Katymoon - Katy Jockelson 2011
- tonymazz - Tony Mazzarella 2014
- emason - Eliot Mason 2014
CONFIGURING¶
Modifications:
Reports and analysis¶
Modifications:
- Abril - Abril Rocabert 2011
- Katymoon - Katy Jockelson 2011
- jchester - JoAnne Chester 2014
- davem - Dave Moreton 2011
EVERYDAY TASKS¶
Modifications:
What is CiviCampaign?¶
Modifications:
- reperry - Robyn Perry 2011
- DavidEsrati - David Esrati 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
WHAT IS CIVIMAIL?¶
Modifications:
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- DavidEsrati - David Esrati 2013
- avaguilar - Alice Aguilar 2011, 2012
- helen - helen varley jamieson 2011
PLANNING¶
Modifications:
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- jchester - JoAnne Chester 2013
- avaguilar - Alice Aguilar 2012, 2011
- helen - helen varley jamieson 2011
SYSTEM CONFIGURATION¶
Modifications:
CONFIGURING¶
Modifications:
Everyday tasks¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- avaguilar - Alice Aguilar 2012, 2011
- helen - helen varley jamieson 2011
Reports and analysis¶
Modifications:
- michaelmcandrew - Michael McAndrew 2011, 2015, 2013
- jchester - JoAnne Chester 2014, 2015
EVERYDAY TASKS¶
Modifications:
What is CiviSurvey¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- avaguilar - Alice Aguilar 2011
- helen - helen varley jamieson 2011
WHAT IS CIVICASE?¶
Modifications:
PLANNING¶
Modifications:
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- helen - helen varley jamieson 2011
- avaguilar - Alice Aguilar 2011
- gibsonoliver - oliver gibson 2013
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- michaelmcandrew - Michael McAndrew 2013
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011, 2012
- gibsonoliver - oliver gibson 2013
CONFIGURING¶
Modifications:
EVERYDAY TASKS¶
Modifications:
Everyday tasks¶
Modifications:
- reperry - Robyn Perry 2011
- DavidEsrati - David Esrati 2013
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2012, 2011
- gibsonoliver - oliver gibson 2013
Reports and analysis¶
Modifications:
- michaelmcandrew - Michael McAndrew 2015, 2011
- jchester - JoAnne Chester 2015
- adam - adam hyde 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
- gibsonoliver - oliver gibson 2013
WHAT IS CIVICAMPAIGN¶
Modifications:
- avaguilar - Alice Aguilar 2011
GOTV voter tracking¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
- helen - helen varley jamieson 2011
CAMPAIGN PLANNING¶
Modifications:
- michaelmcandrew - Michael McAndrew 2011
What is CiviPetition?¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- avaguilar - Alice Aguilar 2011, 2012
- helen - helen varley jamieson 2011
CAMPAIGN CONFIGURATION¶
Modifications:
- michaelmcandrew - Michael McAndrew 2011
CAMPAIGN EVERYDAY TASKS¶
Modifications:
- michaelmcandrew - Michael McAndrew 2011
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- avaguilar - Alice Aguilar 2012, 2011
- helen - helen varley jamieson 2011
Set-up¶
Modifications:
- reperry - Robyn Perry 2011
- Laurie - Laurie Sterling Jensen 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011, 2012
Everyday tasks¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- avaguilar - Alice Aguilar 2011, 2012
- helen - helen varley jamieson 2011
WHAT IS CIVIENGAGE?¶
Modifications:
Reports and analysis¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- avaguilar - Alice Aguilar 2012
PLANNING¶
Modifications:
INSTALLING¶
Modifications:
CONFIGURING¶
Modifications:
What is CiviEngage¶
Modifications:
- reperry - Robyn Perry 2011
- DavidEsrati - David Esrati 2013
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
What you need to know¶
Modifications:
- reperry - Robyn Perry 2011
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- avaguilar - Alice Aguilar 2011
- helen - helen varley jamieson 2011
EVERYDAY TASKS¶
Modifications:
Set-up¶
Modifications:
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
- avaguilar - Alice Aguilar 2011
- helen - helen varley jamieson 2011
WHAT IS CIVIREPORT?¶
Modifications:
Everyday tasks¶
Modifications:
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011, 2012
- helen - helen varley jamieson 2011
Reports and analysis¶
Modifications:
- Katymoon - Katy Jockelson 2011
- avaguilar - Alice Aguilar 2011
- adam - adam hyde 2011
PLANNING¶
Modifications:
CONFIGURING¶
Modifications:
What is CiviGrant¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- adam - adam hyde 2011
- helen - helen varley jamieson 2011
EVERYDAY TASKS¶
Modifications:
What you need to know¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- helen - helen varley jamieson 2011
Set-up¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- jchester - JoAnne Chester 2013
- helen - helen varley jamieson 2011
INTRODUCTION¶
Modifications:
Everyday tasks¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- helen - helen varley jamieson 2011
TEMPLATES¶
Modifications:
REPORTS¶
Modifications:
Reports and analysis¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- adam - adam hyde 2011
CUSTOM SEARCHES¶
Modifications:
- theMusician - Max Bronsema 2011
Choosing your CMS¶
Modifications:
- michaelmcandrew - Michael McAndrew 2012, 2013
- jchester - JoAnne Chester 2014
- gibsonoliver - oliver gibson 2013
API¶
Modifications:
- JoeMurray - Joe Murray 2011
Integrating with Drupal¶
Modifications:
- Stoob - Stuart G 2012
- michaelmcandrew - Michael McAndrew 2012, 2013
- jchester - JoAnne Chester 2014
- jbertolacci - Jason Bertolacci 2013
- slovak - Peter Petrik 2013
- gibsonoliver - oliver gibson 2013
HOOKS¶
Modifications:
Integrating with WordPress¶
Modifications:
- Stoob - Stuart G 2012
- michaelmcandrew - Michael McAndrew 2013, 2012
- jchester - JoAnne Chester 2014
- michaellogue - Michael Logue 2013
- DavidGreenberg - David Greenberg 2012
- arandajl08 - Joshua Aranda 2014
IMPORTS¶
Modifications:
DEVELOPER TIPS¶
Modifications:
Integrating with Joomla¶
Modifications:
- michaelmcandrew - Michael McAndrew 2012
- jchester - JoAnne Chester 2014
- arcurus - Martin Auer 2015
- DavidGreenberg - David Greenberg 2012
- arandajl08 - Joshua Aranda 2014
- tonymazz - Tony Mazzarella 2014
CIVICOMMUNITY¶
Modifications:
CiviCRM community¶
Modifications:
- Katymoon - Katy Jockelson 2011
- DavidGreenberg - David Greenberg 2012
- jchester - JoAnne Chester 2014
- adam - adam hyde 2011
Bug reporting¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2011
- avaguilar - Alice Aguilar 2011
- adam - adam hyde 2011
LOCALISATION¶
Modifications:
BUG REPORTING¶
Modifications:
Localising CiviCRM¶
Modifications:
- Katymoon - Katy Jockelson 2011
- jchester - JoAnne Chester 2014
- adam - adam hyde 2011
Contributing to this manual¶
Modifications:
- joemcl - Joe McLaughlin 2013
- Katymoon - Katy Jockelson 2011
- lynxlynxlynx - Jaka Kranjc 2014
- adam - adam hyde 2011
- grantbow - Grant Bowman 2013
HOW TO CONTRIBUTE?¶
Modifications:
History of this book¶
Modifications:
- Katymoon - Katy Jockelson 2011
- michaelmcandrew - Michael McAndrew 2012
- davidshq - Dave Mackey 2012
- adam - adam hyde 2011
HISTORY OF THIS BOOK¶
Modifications:
- DavidGreenberg - David Greenberg 2011
About free software¶
Modifications:
- Katymoon - Katy Jockelson 2011
- davidshq - Dave Mackey 2012
ABOUT FREE SOFTWARE¶
Modifications:
GLOSSARY¶
Modifications:
Glossary¶
Modifications:
- Abril - Abril Rocabert 2011
- jbertolacci - Jason Bertolacci 2013
- Katymoon - Katy Jockelson 2011
- davidshq - Dave Mackey 2012
- helen - helen varley jamieson 2011
Credits¶
Modifications:
- Katymoon - Katy Jockelson 2011
- adam - adam hyde 2011
CREDITS¶
Modifications:
Cover art and licensing¶
Cover Art (faces) by Kapor Creative: Jake Mix & Trevor Parham (Jake created the illustrations, and Trevor developed the concept of the civi logos as eyes). Cover Art is CC-BY-SA
All chapters copyright of the authors (see below). Unless otherwise stated all chapters in this manual licensed with GNU General Public License version 2
This documentation is free documentation; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version.
This documentation is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along with this documentation; if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.