tamarmeir's blog

Data Hygiene: Keep your Financial Data Accurate

Non-profit organizations are under intense financial scrutiny - they must show accountability through the willingness to explain actions to stakeholders, and must be transparent by publishing critical financial data about the organization. These two tasks, however, can become exceedingly difficult if multiple systems are used to track financial information without regular reconciliation. Luckily, CiviCRM has an Accounting Batch feature that allows you to avoid manually re-keying financial data into your accounting software.

How to include Headers in Profiles

Let's say you have a registration profile you are using for an event in which you are collecting both the home and work addresses for an individual.

As you can see in the screenshot below, without headers, it is hard to see where the fields related to the personal information end and where the fields related to the professional information begin.

Working towards GDPR compliance? Here's a tip on how to obtain constituent consent using CiviCRM

General Data Protection Regulation (GDPR)1 went into effect on May 25, 2018 in the EU with a global impact: any organization that has a web presence is required to comply with GDPR regulations if it collects personal data or behavioral information from someone physically located in the EU, regardless of whether or not a financi

Locate "Pending (Incomplete Transaction)" Payments in Your Contributions

Contributions with the status of "Pending (Incomplete Transaction)" signal failed payments and should only appear when you are using an off-site payment processor like PayPal. The contributor may have made multiple attempts to process the payment and decided to abandon the transaction or to send an alternative form of payment.

To find contributions with a status of "Pending (Incomplete Transaction)":

What are Checksum tokens and why do I need them?

Checksum tokens generate personalized links* that allow users to be identified when interacting with your website without logging in! When users click on a checksum link, they are directed towards a standalone profile, contribution or event page where any contact information already in the database will auto-populate. This saves your constituents the hassle of logging in and repetitively filling out contact information.