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CiviCRM cookbook [[electronic resource] ] : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks
| CiviCRM cookbook [[electronic resource] ] : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks |
| Autore | Horrocks Tony |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (236 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Open source software |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-78216-045-0 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; 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
Chapter 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 Using 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 Setting 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 Creating 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 Combining CiviCRM contacts with Drupal content using CiviCRM entities |
| Record Nr. | UNINA-9910465705303321 |
Horrocks Tony
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CiviCRM cookbook [[electronic resource] ] : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks
| CiviCRM cookbook [[electronic resource] ] : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks |
| Autore | Horrocks Tony |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (236 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Open source software |
| ISBN | 1-78216-045-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; 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
Chapter 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 Using 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 Setting 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 Creating 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 Combining CiviCRM contacts with Drupal content using CiviCRM entities |
| Record Nr. | UNINA-9910792294203321 |
|
Horrocks Tony
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CiviCRM cookbook : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks
| CiviCRM cookbook : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks |
| Autore | Horrocks Tony |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (236 p.) |
| Disciplina | 658.8120285536 |
| Soggetto topico |
Customer relations - Management - Data processing
Open source software |
| ISBN | 1-78216-045-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; 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
Chapter 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 Using 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 Setting 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 Creating 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 Combining CiviCRM contacts with Drupal content using CiviCRM entities |
| Record Nr. | UNINA-9910811868903321 |
|
Horrocks Tony
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||