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Questions tagged [best-practice]

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2answers
32 views

What is best practice for updates?

Core updates are frequent, so are some extension updates. How frequently do people update? All of them or only sometimes? Do you always up date to the latest version or pick one that is a little ...
2
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1answer
31 views

How to change or transfer mailing list groups properly?

Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
3
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1answer
46 views

Tags, relationships, or custom fields to record custom data?

Apologies if this isn't the best place to ask, I'm completely new to CiviCRM and could do with some advice on the best way to store custom data. I'm building a database of churches. For each church I ...
1
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1answer
21 views

What is the best way to track Business Development and Donor Intel

I work for a nonprofit and we are trying to figure out the best way to document and track business development work such as Intel into potential donors or conversations various execs have had with an ...
2
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4answers
242 views

Separate sites for CiviCRM and public site?

Is there a best practice as to whether CiviCRM should be installed on its own site, seperate from the public site or as part of the public site? I think of our internal users doing mailings etc and ...
3
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2answers
147 views

Revisting Family Memberships

I am looking at how we implemented Family Memberships in our 3 year old instance of CiviCRM. It's never worked very well for us, but I am not sure if it's not configured right, we should use another ...
2
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1answer
56 views

Climbing Gym Management

I would like to know if CiviCRM is the right choice to manage contacts and entrances of a climbing Gym. At present we manage subscrition manually with forms, and sell single entrance tickets and ...
5
votes
2answers
347 views

Class naming and namespaces: best practice as an extension author?

Noting these related questions (1 2 3) and these two wiki pages (1 2) and the psr-0 standard, I remain a bit lost about current best practice in CiviCRM extensions! So if I have an extenstion org....
0
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1answer
49 views

Default CSS / Standard Directory Set Up

I am new to CiviCRM environment. My company asked me if I could modify the website to not have so much blank space (white space) on the sides. They want more content on the screen. Please excuse ...
1
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1answer
749 views

Can you share an example of a complex .CSV file for import?

I'm looking for structure information on complex .CSV files that have custom fields, relationships, groups. I'd like to get a better sense of best practices for organizing data ahead of time. If you ...
3
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2answers
290 views

Using households

We are migrating our homemade contacts-management software under CiviCRM and Drupal and we have some questions about the use of households. In our current software, we have less than 10 % of our ...
1
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4answers
107 views

Using CiviCRM for Fundraising Pipeline

Have you found an easy way to manage a fundraising pipeline using CiviCRM? If so, can you please share how you set it up? Thank you. Thanks everyone for your responses! To clarify, this is for ...
1
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3answers
65 views

Recording/ tracking time spent on Events

One of the activities of our organization is providing workshops etc. to the public. In order to facilitate all processes involved I have setup a coupe of events in CiviCRM. Each event represents a ...
6
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1answer
88 views

Is civicrm-buildkit safe to use in production?

Background: I am recreating our CiviCRM installation on top of Drupal inside a Docker container. After a significant amount of research, I have decided to incorporate the best parts of civicrm-docker ...
2
votes
1answer
68 views

Registering someone who had a friend buy the tickets

I have someone who purchased three tickets and I know the names of their guests and they are in the contacts. But, the ticket prices are discounted due to the group rate and was purchased by one ...
12
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4answers
245 views

Any justification for separate database

Since the days of CiviCRM as a standalone project are long passed, is there any reason, in 2016, to have a separate database for Drupal and one for CiviCRM? If so, what is the compelling reason? For ...
3
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1answer
55 views

Page - specific Datepicker config in jcalendar.tpl

How does one add a default value in one of Datepicker fields while adding or editing Relationship? For example, set today's date as a start date at Enabled checkbox check and as the end date if un-...
5
votes
1answer
40 views

What impact may deploying a changed Drupal DB have on CiviCRM?

We would like to push our Drupal development environment to production. We have CiviCRM integrated. Obviously our production Civi data has changed since we created Dev (Drupal+Civi). Is there any ...
7
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2answers
125 views

How can CiviCRM manage and deploy configuration?

Motivation: we're looking into building something in this space for a current project, so this question is intended to identify what approaches are already available / being utilised. For multi-...
3
votes
1answer
27 views

Alternative to modify Core XML

I need to make a minor change to CRM/Core/xml/Menu/Admin.xml so that people that manage events can also schedule email reminders, exactly like Lobo describes the answer here: https://forum.civicrm.org/...
12
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3answers
1k views

How can I speed up CiviCRM on Wordpress

Hi I've installed CiviCRM on Wordpress. The Wordpress side of things run smoothly and fast. But inside the administration area of CiviCRM adding contacts, and any other administrative functions takes ...
4
votes
3answers
544 views

How do I add a custom Activity with custom fields to an extension?

I want to extend my extension with a custom Activity type that has it's own custom fields. The Activity type is not part of a case. I can not find in civix help and in http://wiki.civicrm.org/...
1
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3answers
104 views

How to customise the activities status?

I'd like to remove some statues (ie. Left message), and add some more (to support our workflow. I could add another "status" custom field, but I'd much prefer customise the existing one rather than ...
2
votes
2answers
85 views

Workflow approach for anonymous users, or limited roles to create events

Problem: Currently, we need a trained content editor to create events. The event content, often comes via email from others inside (or outside) the organization. This typically involves copy/paste of ...
8
votes
1answer
384 views

How NOT to send email to “Activity Assignee” when assigned an activity

Usually we create different type of activities and assigned to one of our volunteer. Now when "Create separate activity for each contact" is selected, assignee volunteer receive multiple emails for ...
4
votes
1answer
261 views

CiviCRM Wordpress Optimization

Keep banging my head against this and can't seem to get anywhere. I've got a dev site up on Centos 6.6 using KVM, with 4 cores and 8 GB of RAM allocated and PHP 5.3.3. I'm testing a large import via ...
1
vote
3answers
56 views

How to add extra date in contribution template? or best way to do it?

We have 10 Financial Types and different online contribution based on those. I need to add an extra date field in contribution such as "Date of sponsorship". I have already created 10 different ...
0
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2answers
29 views

Issue in sections of civicrm that use /civicrm/.*/#/.* using LEMP

So civicrm case and extensions like simple donate use a path that includes the # character. When running on apache these work fine, but when I moved the site over to nginx, they stopped working. so I ...
1
vote
1answer
96 views

How To Manage a Webform and a Contribution page?

I currently have a webform set up so that an individual, while renewing a membership for an organisation, is required to update the organisations details at the same time as processing a payment. ...
4
votes
3answers
58 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
1
vote
1answer
29 views

Shouldn't CRM_Core_PseudoConstant::get localize parameter be setted to TRUE by default?

Some translations are missing in non-english language (french in my case), because of the fact that localize's parameter is set to FALSE by default with no way to change it via configuration. So my ...
7
votes
4answers
377 views

Smart group with manually added contacts

A smart group is a result of a search. The contacts in the group change dynamically depending on the criteria. Though, I have several use cases where i want to be able to force some contacts in the ...
4
votes
1answer
111 views

What are best practices around newsletter signup on contribution page, profiles and contact seeing their donation history?

I have a question about what the best way to set something up. I am using Drupal 7 and CiviCRM 4.6. I have a contribution page, where I want to add people to a newsletter group when they make a ...
3
votes
3answers
77 views

Is there a checklist for setting up a new organization's website + CRM?

I'm meeting with an organization later this week to begin the process of seeing them up on civiCRM and a Drupal website. Curious any of the people who does this regularly if you have a document that ...
11
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2answers
437 views

How do contact hashes work, and how do I keep them secure?

Currently we don't use contact hashes but we'd really like to. My understanding is that contact hashes are exposed as a token that can be used in CiviMail where they are appended to links. They're ...
3
votes
1answer
242 views

What should be best practice when creating custom fields?

When creating custom fields, and custom field groups, I have fallen into two pit falls. First, the name of a custom field should not exceed a certain length, causing malfunction in the SQL structure. ...
2
votes
1answer
70 views

How to make an efficient to-do-workflow for back-end staff?

CiviCRM is very flexible, to be able to be adjusted to the needs of many different use cases. One thing that is not set up by default, but is very helpful, is to set up to-do-lists for staff member. ...
7
votes
6answers
140 views

How should one pronounce CiviCRM?

How do you pronounce civicrm when speaking to others? Is it "civi" or "civik-c-r-m?