CiviCRM Guide, Tasks, Functionality - force11/website GitHub Wiki
User guide
-
CiviCRM User Guide - https://docs.civicrm.org/user/en/latest/
-
Mobile app - https://civimobile.org/
Staging copies
Edit
public_html > wp-content > uploads > civicrm > civicrm.settings.php
lines 79-82; 182-184; 235
Data structure
WordPress
- User + profile
BuddyPress + Humanities Commons and CUNY https://support.hcommons.org/
- Wordpress user profile extention
- Groups: Public, private, hidden
- Activity streams: site, groups, users
We synchronise user profiles and groups between Wordpress / BuddyPress and CiviCRM (Hum Commons and CUNY made plugins)
https://support.hcommons.org/guides/sites/an-introduction-to-plugins/
CiviCRM
- Contacts
- Organisations
- Groups
- Activities
- Reporting
CiviCRM Funationality
- Membership
- Contributions
- Events
- Mailing
- Campaigns
- Cases
- Grants
Tasks
- Contacts field import - we have additional profile fields that need importing from CSV https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/
Functionality FORCE11 want out of CiviCRM
- Handle user support tickets, pass onto 3rd party ticket & task management - GitLab, OSTicket
- Group membership management - being able to see at a glance or get a report on a groups membership
- Know who has attended webinars - and message attendies into members
- Wnow who attended events, conf, FSCI. Who were the speakers