Questions tagged [best-practice]
The best-practice tag has no usage guidance.
40
questions
12
votes
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 ...
12
votes
4answers
266 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 ...
12
votes
2answers
571 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 ...
8
votes
1answer
451 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 ...
7
votes
6answers
151 views
How should one pronounce CiviCRM?
How do you pronounce civicrm when speaking to others? Is it "civi" or "civik-c-r-m?
7
votes
4answers
398 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 ...
7
votes
3answers
150 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-...
6
votes
1answer
134 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 ...
5
votes
1answer
41 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 ...
5
votes
2answers
401 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....
4
votes
3answers
588 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/...
4
votes
1answer
114 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 ...
4
votes
1answer
290 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 ...
4
votes
3answers
61 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 ...
3
votes
3answers
78 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 ...
3
votes
1answer
248 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.
...
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/...
3
votes
1answer
56 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 ...
3
votes
2answers
378 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 ...
3
votes
1answer
60 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-...
3
votes
2answers
188 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
votes
4answers
305 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 ...
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 ...
2
votes
2answers
86 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 ...
2
votes
1answer
58 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 ...
2
votes
1answer
13 views
api4: get(FALSE) vs get()->setCheckPermissions(FALSE): which is preferred?
In ap4, there are apparently two different ways to specify skipping permissions:
In the api4 browser at /civicrm/api4, when you un-check the "CheckPermissions" checkbox, the action method is ...
2
votes
1answer
36 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. ...
2
votes
1answer
22 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
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.
...
1
vote
4answers
135 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
vote
3answers
57 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 ...
1
vote
3answers
77 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 ...
1
vote
3answers
109 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 ...
1
vote
1answer
31 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 ...
1
vote
1answer
103 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.
...
1
vote
1answer
1k 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 ...
0
votes
2answers
49 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 ...
0
votes
1answer
26 views
Contribution status for tax deduction?
This is a question on best practice I think:
To get tax deduction for donations in Norway, the NGO has to send a report to the tax authorities (as in addition to the donor itself)
In addition to ...
0
votes
1answer
54 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 ...
0
votes
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 ...
