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Using CiviCRM - Second Edition.
Develop and implement a fully-functional, systematic CRM plan with CiviCRMAbout This Book Develop an integrated online system that manages contacts, donations, event registrations, memberships, bulk e-mail, campaigns, case management, and other functions such as activity tracking, grant distribution...
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited
Aug. 2016.
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| Edición: | 2nd ed. |
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Cover ; Copyright; Credits; About the Authors; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Achieving Your Mission with CiviCRM ; Why you need 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; Customizing CiviCRM to match your needs; Other CRMs; Why CiviCRM?; Focused on needs of non-profits; User satisfaction; No vendor lock-in; Integration with Drupal, Joomla!, and WordPress.
- Total costDynamic open source development; Documentation; Responsive community support; CiviCRM events; How CiviCRM will help your organization; Summary; Chapter 2: Planning Your CRM Implementation ; Challenges on your way to success; Perfection is the enemy of the good; Thoughts on development; Where to get help?; 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.
- FPAGM membershipsDeveloping the vision; Creating a project plan; Total cost of ownership; Focusing on constituents and mission; Rethinking organizational processes; Determining your needs; Functional requirements; Contact record management; Contact subtypes; Custom data; E-newsletters and bulk e-mails; Payment processing; Memberships and subscriptions; Events; Grant management; Activities; Case management; Campaigns; Volunteer management and human resources; Roles and permissions; CMS integration; Implementation plan; Development environment and best practices; Summary.
- Chapter 3: Installation, Configuration, and Maintenance Installing CiviCRM; Installation in Joomla!; Installing in Drupal 7; Browser/FTP procedure; Drupal shell procedure; Installing in WordPress; Installing troubleshooting; Configuring 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; Payment processors; Integrated versus redirection processors; Configuring the payment processor; The System Workflow Templates page; Organizing, customizing, and components.
- Organize your contactsCustomize data, forms and screens; Components; Option lists; Synchronizing users with contacts; Access control; Advanced access control; Drupal
- the CiviGroup Roles Sync module; Drupal
- the CiviMember Roles Sync module; Drupal
- the CiviCRM OG Sync module; Joomla!
- the CiviAuthenticate plugin; Joomla!
- the CiviCRM Group Sync plugin; WordPress
- the WordPress Member Sync plugin; Dashboard; Navigation; Setting up Cron jobs; Running the Scheduled Jobs tool via Cron; Managing scheduled jobs; Upgrades and maintenance; Version and revision upgrades; Upgrade process.