databases

Blog

Raw Notes: CiviCRM NYC Meetup

  • NYC has the first group page on CiviCRM.org. It's a pilot, so comments and suggestions are very welcome to make it more useful.
  • Case Study: Fred from the Man Up Campaign
    • Joomla website
    • Use CiviCRM profiles for contact pages to collect information from site visitors, track their inquiries
Blog

Raw Notes: CiviCRM Developer Camp - A Detailed Look at CiviCRM & Views 2 (presented by Jim Taylor)

These are truly raw notes taken at the CiviCRM Developer Camp in NYC. These notes are mostly intended for and thus primarily decipherable by me, but I’m sharing them in case there’s something of use or interest for other folks.

  • When first creating CiviCRM Views, if CiviCRM & Drupal are in different databases (which is recommended), the user for the Drupal MySQL user in has to have permissions (perhaps just Select permissions?) for the CiviCRM database.
Blog

Raw Notes: CiviCRM Developer Camp - The SF School Module (presented by Donald Lobo)

These are truly raw notes taken at the CiviCRM Developer Camp in NYC. These notes are mostly intended for and thus primarily decipherable by me, but I’m sharing them in case there’s something of use or interest for other folks.

Lobo extended CiviCRM for use in his kids' school. This is a high-level overview of what he did.

Blog

Raw Notes: CiviCRM Developer Camp - Advanced CiviCRM Usage (presented by David Greenberg)

These are truly raw notes taken at the CiviCRM Developer Camp in NYC. These notes are mostly intended for and thus primarily decipherable by me, but I’m sharing them in case there’s something of use or interest for other folks.

Custom Fields & Profiles

  • Custom fields come in sets; a given set of custom fields will be use to extend just one type of record (e.g. contacts, contributions, activities, events, etc), so you need to think carefully about where this information really belongs.
Blog

Raw Notes: CiviCRM Developer Camp - CiviCRM Internals (presented by Donald Lobo)

These are truly raw notes taken at the CiviCRM Developer Camp in NYC. These notes are mostly intended for and thus primarily decipherable by me, but I’m sharing them in case there’s something of use or interest for other folks.

Blog

Raw Notes: CiviCRM Developer Camp - What's New in CiviCRM 3.0 (presented by David Greenberg)

These are truly raw notes taken at the CiviCRM Developer Camp in NYC. These notes are mostly intended for and thus primarily decipherable by me, but I'm sharing them in case there's something of use or interest for other folks.

  • Usability improvements
    • Menu Redesign/Interface Changes - now a horizontal bar at top of window; fully configurable through CiviCRM administrative UI
    • Context Menus - right click on records in a search and see a list of relevant actions
    • Quick Step Actions, e.g.
Blog

Liveblogging DrupalCamp: Drupal & CRMs

Unpublished

Lead by Charles Lenchner of Democracy in Action.

  • What you need from a CRM that Drupal can't do directly
    • CRMs need to be whitelisted - need to avoid being blacklisted when sending out your mass emails.
    • integrating financial information
    • advocacy tools - better targeting and management in mailing lists
    • citizenspeak.org - free advocacy tool; emails aren't whitelisted; scalable
  • Drupal and CRMs
    • How do you tackle separate logins for Drupal and your CRM
    • inputting
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