Questions tagged [evaluating-civicrm]

Questions asking about how appropriate CiviCRM is for a certain use case or environment, generally from the perspective of someone who hasn't installed CiviCRM yet.

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28 views

how civicrm class prepared on body tag

Does anybody have an idea, how and where we build CiviCRM class on body tag.? E.g. 1 URL:https://domain.com/civicrm/admin/setting/updateConfigBackend?reset=1 Class : html not-front logged-in page-...
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63 views

NEWBIE: Is CiviCRM RIGHT FOR US

I have a nonprofit organization who wants to manage their members and create a paperless membership management environment. Some of the specific, out of the box needs are: The ability to manage roles ...
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15 views

Batch Credit Card Processing

Can CiviCRM do a batch credit card transactions where the transactions get send to the payment gateway in a batch? I tried going to Contributions > Batch Data Entry / Accounting Batches, and when I ...
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38 views

On behalf of one of our customers: is there a publishing company out there that uses CivICRM?

Our customer Acquire Publishing is starting on their CiviCRM road with attached websites, memberships, events and all sorts of stuff......They are wondering if there are any other publishing ...
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137 views

Your Organization Profile for CiviCRM - Survey - To help us make an educated decision

We are really hesitant on moving toward CiviCRM because of our size (40k donations per year and > $5M in income with 150k contacts). We have put together this survey below...what is the best way for ...
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74 views

Mosaico email template extension or Mailchimp email integration?

As a small NGO we are about to Upgrade CiviCRM from 4.1.3 to current version 5.9 (as at 18/01/19) and Migrate CiviCRM from Drupal 6.35 to WordPress CMS. The two quotes we have offer Mosaico email ...
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1answer
49 views

how to setup civicrm on windows 8

Please could anybody direct me on how to setup civiCRM on my windows OS and also code with it. I am totally new to this type of platform and with no clue on how to go about anything, however, I have a ...
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1answer
87 views

Is CiviCRM a viable choice? 4 Questions

I'm looking for a software for a non-profit organization, which should cover some special functions in addition to the 'normal' CRM functionality and wonder whether CiviCRM is suitable. I've been ...
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2answers
64 views

Help validating our proposed WordPress/CiviCRM solution!

Looking for some support from those that have experience with WordPress and CiviCRM to help confirm if what I'm looking to do here is feasible! We are a small charity and currently putting together a ...
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1answer
25 views

Cost for Booster Club Auction Event

I am the chair person of organizing a silent/live auction for our Booster Club. Looking at streamlining processes. Need cost info please.
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118 views

CiviCRM Spark trial and pricing?

Am I missing something obvious, or is there nothing in the CiviCRM Spark sign-up process that says what the billing period is? It says 'CiviCRM Spark Hosting - $ 9.50' and that it'll renew ...
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1answer
90 views

Activity Permission - Prevent User to View Other User Activity - CiviCRM

I'm asking about activity permission in CiviCRM. I've tried to search by default functionality to prevent user to view other user activity but i guess there is no feature to do this. This is the case ...
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3answers
52 views

Does CiviCRM have servers in Canada?

Does CiviCRM have servers in Canada and is it possible to only store your information on them?
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2answers
49 views

Calculated member fees

Currently exploring CiviCRM as a possible replacement for our current CRM. Our members are all union organisations and the membership dues are a calculation based on a fee x number of members in the ...
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31 views

A couple questions

We are a non profit with very specific needs Does Civi do deposits by batch? Can Civi track attendance? When our clients come in they have redeemable points and credits that they get monthly and use ...
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1answer
62 views

How refund is possible for event participants in civicrm?

I am using civicrm 4.6 in wordpress where users register for the events. We also want to allow users cancel their registrations and admin can refund them. We are using Stripe payment processor and ...
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1answer
65 views

How does CiviCRM rate compared to other CRMs

I am writing this question as our organisation is starting to explore alternative CRM’s that are available on the market to replace our current existing one which is ChilliDB. Our use of the CRM would ...
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20 views

Replacing CHARMS with CiviCRM

Our school's fine arts dept (band, choir, orchestra, drama) uses Charms from charmsoffice.com. Our Boosters for each of those groups also work with what is in Charms. If nothing else I would like to ...
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3answers
63 views

How much time it will take to build CiviCRM from scratch by single person?

This question is just to have an idea of the effort that has gone into building CiviCRM. How much time will it take to build CiviCRM from scratch by a single person? including testing and fixing the ...
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46 views

How far is the CiviSocial integration under implementation?

I am able to see some talks on CiviSocial. https://wiki.civicrm.org/confluence/display/CRM/Social+Media+Integration How far is it implemented? How can I integrate my organization's Social Media ...
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37 views

Use Case Difference between CiviCRM and Croudfunding Sites?

Several people (who know little about CiviCRM) when looking at CiviCRM claim that it's no different than a Crowdfunding site, but I look at it as you don't own a Crowdfunding site, and thus they can ...
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2answers
50 views

Can I run a Test Installation? If so, how?

I'm part of a non-profit organization - the Center for Jewish Nonviolence - that is looking to use CiviCRM. We are very impressed with what we've seen on your website thus far and want to move forward ...
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2answers
40 views

Quote for set up and on-going

We are a charity interested in CRM and I wondered if you could please provide me with some information: A brief outline of what is on offer with your CRM package How we could use it – the benefits ...
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2answers
72 views

How much does it cost?

I want to know how much it costs. Why is there no mention on your website of how much it costs to get staRTED. Advice, please.
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1answer
28 views

Online Walking List

I am running a campaign for political office and the one thing we want to avoid is entering data after canvassing a neighborhood. What we want is to be able to have the same data that would be on a ...
2
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1answer
38 views

Community centre crm: courses, attendance, reporting

We're trying various different CRMs and systems, looking for a best fit before customisation. As well as CiviCRM, we're looking at Zoho and some others. Please could I ask you opinion on CiviCRM's ...
2
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1answer
113 views

CiviCRM Integration with SMS Gateway custom API

How to send SMS using the API when the CRM user will open a new case. The SMS gateway has it's own API and I know how to integrate with it. I tried to edit in the code but it's very big what's ...
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2answers
59 views

CiviCRM for animal rescue charity

CiviCRM newbie here. I am interested in whether CiviCRM and Wordpress could be used to manage an Animal rescue and rehousing charity. In addition to tracking all the usual stuff like donations, events,...
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1answer
33 views

Multi-client capability und data storage

One important question: Is your software solution able to deal with multi-clients, e.g. that data can be separated between different clients (companies) und security can be setup for this requirement? ...
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 ...
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4answers
62 views

CiviCRM for NGO

Life Project 4 Youth (LP4Y) is a federation of local international NGOs, and we are looking for a single CRM platform that could help us to manage collaboratively and efficiently different aspect of ...
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3answers
44 views

Is there a customized realtor sales and contact management system in civi

Is there a customized realtor sales and property management and contact prospecting system available for CiviCRM, eg through an extension or set of modules integrating with Drupal?
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1answer
145 views

CiviCRM for political campaign

We have a custom application which has been used in to election cycles. We are thinking of converting to the CiviCRM platform. Can CiviCRM be configured to run a political campaign?
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3answers
365 views

Standalone CiviCRM? (no CMS)

I was pretty excited to read about CiviCRM until I saw the requirement for one of the big 3 CMS systems. Is is possible to use/build CiviCRM without a CMS? All three of those CMS systems are massive ...
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1answer
39 views

How CiviCRM works when a url hits

I am new to CiviCRM. I just want to know how the back end process works in CiviCRM when a URL hits in browser. Ex. http://localhost/test/drupal/civicrm/member?reset=1 When I am running this URL in ...
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2answers
43 views

Southern California Civi CRM Expert Wanted [closed]

We are huge fans of Civi CRM, but in order to really understand the benefits of the platform we would like to work with a veteran. Basically, we need a consultant to point us in the right direction ...
5
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3answers
393 views

How secure is CiviCRM?

How does CiviCRM keep our data secure? Is the program web-based? Or is it desktop based? I am interested in downloading and trying CiviCRM for our organization but can't find an information on ...
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2answers
60 views

book library mgmnt and student credit system

I just started exploring the civiCRM options for our donation based educational institution. It fits the donor managment, people management needs. However I would like to add two more functionalities, ...
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3answers
174 views

Is CiviCRM resource intensive?

I need to plan requirements for multiple instances of CiviCRM as a Drupal module. My goal is to "more or less" know how many sites would I be able to put in a single application server (with ...
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1answer
42 views

Does CiviMail have an upper limit for total recipients in an email blast?

I have a client that would like to create an email blast to 50,000 or so constituents, and we are currently evaluating CiviCRM to handle this. I've noticed the documentation says that CiviMail is good ...
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3answers
80 views

Can I use CiviCRM to print mailing labels etc?

I'm using MS Access now, which works admirably for our simple purposes: keeping track of 140 or so members, creating the odd phone list, and printing mailing labels quarterly and sending a ...
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2answers
53 views

CRM procurement: Presenting the case for CiviCRM

I have a list of functionality requirements for a new CRM system. I have run through this spec with a number of alternative CRM providers, who have given answers regarding what their systems can/can't ...
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1answer
44 views

Looking for a CRM solution [closed]

: I am needing a quote. This will be for a political campaign that I serve as the IT Director. Needing software that allows integration of volunteers, their info, can send text or email, etc all from ...
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2answers
146 views

Can CiviCrm be used for membership and financial management?

Can it be used for the following ? each month a paper document is submitted to the Head Office of the non-profit; attendance, donations, finance. User wants all this to be submitted as a softcopy. ...
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1answer
50 views

How to change the Email that get notified when a new case is opened

I am new to Civi CRM, been reading the docs and can't for the life of me find where to set what email gets notified when we open up a new case.
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3answers
99 views

Is it possible to make the UI simpler?

My organization uses CiviCRM and we are contemplating moving away from it, but before we make that decision I wanted to canvass this site for some information. I'm not incredibly familiar with the ...
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1answer
40 views

Any organisation in London that would be willing to show us funtionalities of CiviCRM ?

I am trying to promote civiCRM at my governmental organisation in London and I would be very grateful if I could visit another organisation that uses several functionalities to see how it works live. ...
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3answers
167 views

Would this be a fit for us?

We are a small nonprofit that conducts medical missions and are looking for software to help us organize our missions. Your software looks like it could help us, but I have a few questions before ...
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2answers
45 views

Where can I find information about CiviCRM?

Hello my name is Joel and I have a series of questions about CiviCRM. Who can implement CiviCRM? Is the developer, the supplier (local?) or regional partner? Do you have a technical service? Which ...
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1answer
37 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...