Recent blog entries

How to setup yearly rolling memberships starting on the 1st of the month?

In CiviCRM there are 2 ways of setting up the period for membership:

  • rolling membership: the membership period starts on the day the member signs up
  • fixed membership: the membership period starts on the particular calendar date you specify

Lets assume your...

After a Contact search or in the Relationship screen did you know that by moving your mouse over the icon you can get some summary information about the contact? That's the Summary Overlay screen.

The screen displays some information about the contact but have you ever wished to be able to select the information specific to your organization that you would like to see in this screen?...

Great news for our customers who are using the French version of CiviCRM ! CiviCRM is now 100% translated to French (the Core interface and 66% of the extensions).

This great achievement was possible due to the hard work of our community members. Thank you to all the contributors from all over the world!

...

Have you ever tried to cancel cable or get your number off a solicitor’s phone list? This can be a frustrating experience. But it doesn’t have to be when it comes to mass emailing. Sure, as an organization, you want to increase your readership and attract new members and participants to your events. And to that end, it's always a good idea to have...

April was an incredibly busy month for the training department here at Cividesk!
We taught 6 classes to 50 students, polished up training materials for all of our classes, and have begun to revamp our entire curriculum.

In the past, due to less interest in training during summer months given vacation schedules, we used to reduce the number of classes offered during summer months....

If you have been using CiviCRM for a while you are really going to enjoy the new user interface that brings to CiviCRM users a much more contemporary, flat design style and colorful experience.

This new user interface is available by installing the extension "Shoreditch". The development of this extension has been possible because of the funding from the Zing Foundation and the hard...

As part of our on-going maintenance service we do update CiviCRM to the latest security release on a regular basis but now it's time for a major upgrade. 

CiviCRM 5 has been out there for a while and after completing a lot of tests we strongly believe now is a good time to upgrade all our customers. We have already upgraded a few of our customers to CiviCRM 5.19 and are quite pleased...

After many successful years of teaching classes on CiviCRM, Susan Engeman has left her role as Cividesk Training Manager to pursue other endeavors. Since 2013, Susan taught CiviCRM to more than 3,000 users! We are very proud of this contribution.
Thank you, Susan, for helping non-profit organizations be more efficient with the daily use of CiviCRM.

In addition to...

If your organization is managing membership in CiviCRM you most likely already know how to send a reminder to your members including a personalized link to the membership page prefilled with the individual member's contact information.
This personalized link using the checksum token is especially...

Cividesk is happy to launch a refreshing new series of video tutorials that will help you master your CiviCRM skills in minutes! 

Cividesk customers can access the CiviMinutes tutorials as part of their service plan by navigating to the Desk from their CiviCRM instance, then clicking on the Video Tutorials icon.

Go there now to check out the first two episodes: "Mailing Labels"...

As part of our service plan we have planned a major CiviCRM upgrade in the coming weeks. As usual, this upgrade will bring many new features including:

  • a brand new, more modern user interface
  • improvements to fundraising:
    • support for partial payments, including editing by end-users
    • more controls over Authorize,net receipting
    • custom data sets can...

Enabling reCAPTCHA on Profiles 

While using the Internet you have probably stumbled across many CAPTCHAs. CAPTCHAs are the tools that make you enter a word, solve a math problem, pick a picture, etc. to prove you are a human. CAPTCHAs are an important defense against SPAM bots (automated SPAM creators) from filling out forms on your site.  

CiviCRM uses Google'...

2019 is long over, however the CiviCRM Core Team wanted to do a brief recap of what they have accomplished throughout the year as well as present their priorities for 2020.
Since 2016, the Core Team has largely scaled down its operation in order to balance its budget and continue to transition to a community driven and funded project. Now that we've reached some financial balance, our...

The regular fees layout form provides a list of price levels from which a donor or a registrant must select a single option, for example:

  • Select the platinum donor option for $1,000 or the gold donor option for $500
  • Select the member fee for $50 or the non-member fee for $100 

Each regular fee option is configured with a label and an amount, you can select a...

Cividesk is very proud to have contributed more than 500 hours to CiviCRM's open source initiatives in 2019! 

Cividesk strongly advocates for community participation and collaboration to continuously maintain and improve CiviCRM. In addition to servicing a wide range of clients from many different sectors of the non-profit world, we pride ourselves on being involved...

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