LEADER 05015nam 2200637 a 450 001 9910811868903321 005 20240313221011.0 010 $a1-78216-045-0 035 $a(CKB)2560000000103807 035 $a(EBL)1192619 035 $a(SSID)ssj0000970991 035 $a(PQKBManifestationID)11607523 035 $a(PQKBTitleCode)TC0000970991 035 $a(PQKBWorkID)10929611 035 $a(PQKB)10417711 035 $a(Au-PeEL)EBL1192619 035 $a(CaPaEBR)ebr10719869 035 $a(CaONFJC)MIL497311 035 $a(OCoLC)856898636 035 $a(PPN)228028108 035 $a(FR-PaCSA)88850332 035 $a(MiAaPQ)EBC1192619 035 $a(EXLCZ)992560000000103807 100 $a20130625d2013 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aCiviCRM cookbook $emaster this web-based constituent relationship management software for nonprofit and civic sector organizations /$fTony Horrocks 205 $a1st ed. 210 $aBirmingham $cPackt Pub.$d2013 215 $a1 online resource (236 p.) 300 $aDescription based upon print version of record. 311 $a1-78216-044-2 320 $aIncludes bibliographical references and index. 327 $aCover; Copyright; Credits; Foreword; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Setting Up CiviCRM; Introduction; Setting up a CiviCRM theme in Drupal; Setting up cron using cPanel; Adding items to the CiviCRM navigation menu; Refreshing the dashboard; Changing display preferences; Replacing words; Setting up geocoding; Autofiling e-mails; Creating new activities; Adding custom fields; Using Scheduled Reminders for activities; Using CiviCase to create an HR system; Installing languages and localizing CiviCRM 327 $aChapter 2: Organizing Data EfficientlyIntroduction; Adding contact types; Adding a time-limited relationship; Using tag sets to quickly organize data; Using tags and groups to segment data; Changing option lists; Creating and updating a smart group; Using Google Refine to prepare data; Importing into CiviCRM using an import script; Using external identifier deduping rules to update contacts; Using Google Refine to create a unique ID; Importing relationship data; Exporting related data; Batch updating using profiles; Chapter 3: Using the Power of Profiles; Introduction; Speeding up data entry 327 $aUsing URLs to change profile displaysCreating a membership directory; Controlling the search result columns using profiles; Using the Profile Pages and Listings setting to improve usability; Setting up reCAPTCHA for user profiles; Chapter 4: Controlling Permissions; Introduction; Integrating profiles into Drupal user accounts; Restricting access to custom fields; Using CRM profile permissions correctly; Creating permissions for administrators; Managing event registrations using CiviCRM Access Control Lists; Chapter 5: Managing Communications; Introduction 327 $aSetting up a bounced e-mail account using GmailCreating mail templates for CiviMail; Creating mail templates for CiviMail in Drupal; Using tokens in templates; Creating custom date tokens; Scheduling CiviMail; Throttling mailings to comply with hosting restrictions; Creating newsletter subscription services using profiles; Creating newsletter subscriptions using URLs; Creating a standalone newsletter subscription form; Getting a CiviMail report; Mailing attachments in e-mail and CiviMail; Allowing users to update information without logging in; Chapter 6: Searching and Reporting; Introduction 327 $aCreating a membership mailing list using Advanced SearchUsing Search Builder to create a smart group; Adding the external identifier to full-text searching; Adding custom fields to a report; Adding an extra display field to a report template; Creating a dynamic relationship report using Drupal Views; Chapter 7: Integrating CiviCRM with Drupal; Introduction; Enabling Drupal Views; Creating user accounts from contacts in CiviCRM; Mapping contact data; Using Webform CiviCRM to update relationship data; Creating user accounts on the fly with CiviCRM entities 327 $aCombining CiviCRM contacts with Drupal content using CiviCRM entities 330 $aThis book is written in cookbook style with practical, comprehensive recipes expained with the aid of the necessary screenshots.If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you. 606 $aCustomer relations$xManagement$xData processing 606 $aOpen source software 615 0$aCustomer relations$xManagement$xData processing. 615 0$aOpen source software. 676 $a658.8120285536 700 $aHorrocks$b Tony$01698836 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910811868903321 996 $aCiviCRM cookbook$94080606 997 $aUNINA