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Ever find yourself days or even weeks away from the next available training session, when what you need is immediate instruction on how to complete a certain task in your CiviCRM? Don't worry! Helpful resources are just a click away - below is a list of the best resources and tips on searching to help you find what you need fast!
You may have heard of CiviCase which allows you to handle complex workflows in CiviCRM. This is a powerful tool but can be difficult to configure properly.
What if you have a simple workflow involving only a few interactions with your contacts? You can manage this workflow with the use of "Activities!"...
If you manage memberships or events in CiviCRM, you may already be familiar with the Scheduled Reminders. This function of CiviCRM allows you to automatically send an email to your contacts when a system event is reached. For example, you can inform constituents that their membership is about...
CiviCRM online forms aren't just for your target audience. They can also be used by your staff to streamline data entry and ensure data integrity when recording donations, membership signups/renewals and event registrations.
Here's the difference:
When a user accesses the live contribution page, all of the...
HighEdWeb, the High Education Web Professionals Association, is an organization of professionals working to advance the web at institutions of higher education. They design, develop, manage and map the future of higher education digital communications and services. Each fall, they come together at their Annual Conference and related...
It is with great pride that we can announce that we have reached 100 micro-loans provided to deserving initiatives worldwide through Kiva! We are thrilled at the positive impact that this project has provided to so many worthy companies and individuals who are otherwise underserved and underfunded. Knowing that Cividesk has a hand in the...
Coming back from the Calgary CiviCamp and Sprint, I started reflecting on this fantastic experience and what it takes to create a CiviCRM community. This prompted me to share some thoughts about what makes these events so positive and memorable for all attendees and specifically our end-users.
If you have been connected with CiviCRM for some time, you might have noticed a significant...
This is an example of how you can use the membership module of CiviCRM called "CiviMember," for managing sponsorships for students seeking continuing education rather than the traditional use for managing memberships!
The organization main need is to track the relationship and the financial support between the...
Cividesk was very pleased to be part of CiviCamp Bay Area 2018 that took place on May 3rd at Preservation Park in Oakland, CA. It had been nearly 2 years since a CiviCRM event took place near San Francisco, the birthplace of our favorite Constituents Relationship Management (CRM) solution.
The event gathered 60+ people for a...
Cividesk is proud to be an active contributor to the CiviCRM community since 2011. We contribute to the project every month with new code, code fixes, by hosting events and more.
Most recently, Cividesk added a very helpful functionality that displays the relationships of a contact by order of preference. This allows you to customize which relationship types should be seen at the top...
Picture this: You walk into the office one morning and log into CiviCRM to check on the latest contributions you received and you are taken aback by the hundreds (maybe even thousands) of failed contributions that were submitted over night! Public forms that accept credit card information are often targeted by robots attempting to process stolen credit card numbers in order to check their...
To find contributions with a status of "Pending (...
Spring membership drives are in full swing so it is important to know how to effectively launch your membership renewal campaign from within CiviCRM. With that in mind, be sure you are taking advantage of the "Scheduled Reminders" feature! It is a great tool to make sure each member receives a timely email from the system reminding them that their membership is about to expire...
Pets Alive is a no-kill animal rescue organization, with the mission to improve the lives of companion animals through rescue, adoption, advocacy, collaboration, intervention and education. Animals at Pets Alive range from dogs and cats to farm animals. Many of the...
