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CiviCRM Guide, Tasks, Functionality

Simon Worthington edited this page Jan 26, 2022 · 5 revisions

User guide

Staging copies

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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/

https://github.com/force11/website/issues/94

CiviCRM

  • Contacts
  • Organisations
  • Groups
  • Activities
  • Reporting

CiviCRM Funationality

  • Membership
  • Contributions
  • Events
  • Mailing
  • Campaigns
  • Cases
  • Grants

Tasks

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

Support services

https://civicrm.org/partners-contributors