LEADER 04881nam 2200649Ia 450 001 9910809374503321 005 20240516182135.0 010 $a1-283-01608-7 010 $a9786613016089 010 $a1-84951-227-2 035 $a(CKB)2550000000031018 035 $a(EBL)943984 035 $a(OCoLC)796383581 035 $a(SSID)ssj0000474175 035 $a(PQKBManifestationID)11323321 035 $a(PQKBTitleCode)TC0000474175 035 $a(PQKBWorkID)10450157 035 $a(PQKB)10585797 035 $a(Au-PeEL)EBL943984 035 $a(CaPaEBR)ebr10450979 035 $a(CaONFJC)MIL301608 035 $a(MiAaPQ)EBC943984 035 $a(PPN)228018099 035 $a(EXLCZ)992550000000031018 100 $a20110323d2011 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aUsing CiviCRM$b[electronic resource] $edevelop and implement a fully-functional, systematic CRM plan for your organization using CiviCRM /$fJoseph Murray, Brian P. Shaughnessy 205 $a1st ed. 210 $aBirmingham, UK $cPackt Open Source Pub.$dc2011 215 $a1 online resource (464 p.) 300 $aIncludes index. 311 $a1-84951-226-4 327 $aCover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1:Achieving Your Mission with CiviCRM; Why your organization needs Constituent Relationship Management; What is Constituent Relationship Management?; Customer Relationship Management versus Constituent Relationship Management; Who are your constituents?; When is CiviCRM the best CRM?; Thinking through alternatives; Other CRMs; Why CiviCRM?; Focused on needs of non-profits; User satisfaction; No vendor lock-in; Integration with Drupal and Joomla!; Total cost 327 $aDynamic open source developmentDocumentation; Responsive community support; How CiviCRM will help your organization; Summary; Chapter 2:Planning Your CRM Implementation; Barriers to success; Perfection is the enemy of the good; Development methodologies; The conventional Waterfall Development methodology; Iterative development methodology; Agile development methodology; Food Pantry Association of Greater Metropolis; Right-sizing the process; Building the team; Getting started; Creating a baseline; Developing the vision; Creating a project plan; Total cost of ownership 327 $aFocusing on constituents and missionRethinking organizational processes; Determining your needs; Functional requirements; Contact record management; Contact subtypes; Custom data; e-Newsletters and bulk e-mails; Fundraising; Memberships and subscriptions; Events; Grant management; Activities; Case management; Roles and permissions; CMS integration; Third-party integration; Server sourcing; Implementation plan; Summary; Chapter 3:Installation, Configuration, and Maintenance; Installing CiviCRM; Installation in Joomla!; Installation in Drupal; Browser/FTP procedure; Drush procedure 327 $aInstallation troubleshootingConfiguring CiviCRM; Site Configuration; Viewing and Editing Contacts; Sending e-mails; Handling return e-mail traffic; Maintaining a good e-mail server reputation; Configuring the e-mail processor; Online payment processors; Integrated versus redirection processors; Configuring the payment processor; System workflow templates; Organization, customization, and components; Organize your contacts; Customize Data, Forms and Screens; Components; Option Lists; Synchronization with CMS users; Drupal access control for CiviCRM; CiviGroup Roles Sync; CiviMember Roles Sync 327 $aCiviCRM OG SyncCiviCRM access control under Drupal; Dashboard; Navigation; Setting up cron jobs; Upgrades and maintenance; Version and revision upgrades; Joomla! upgrades; Drupal upgrades; Moving an installation to a new server; System maintenance; Developing a backup policy and procedure; Summary; Chapter 4:CiviCRM Basics: Moving through the System and Working with Contacts; Introduction to the interface; Contacts; Individuals, organizations, and households; Contact subtypes; Planning your contact types; Core information fields; Contact details; Custom data; Address 327 $aCommunication preferences 330 $aDevelop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM 606 $aManagement$xComputer programs 606 $aManagement$xCommunication systems 615 0$aManagement$xComputer programs. 615 0$aManagement$xCommunication systems. 676 $a658.812028553 700 $aMurray$b Joseph$01088418 701 $aShaughnessy$b Brian P$01605063 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910809374503321 996 $aUsing CiviCRM$93930099 997 $aUNINA