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12 votes

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

My understanding is that Lobo's answer above is slightly misleading (at least if you read it 100% literally--the gist what he is saying is exactly correct, as usual, but the exact terminology may lead ...
flug's user avatar
  • 121
8 votes
Accepted

Separate sites for CiviCRM and public site?

I have a number of clients who use CiviCRM on a subdomain separately from their main content site. It has both pros and cons. Pros: 1. Security. The main issue addresssed here is the risk of ...
Alan Dixon's user avatar
  • 6,861
5 votes

Best 'hidden' CiviCRM features?

Custom search proximity search, then use the actions dropdown to map contacts on a map. (Requires setting up mapping at google or openstreetmaps, but worth it.) I think searchkit is close to having ...
Demerit's user avatar
  • 23.3k
5 votes
Accepted

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

The conventional approach Generally, the safe play is to make a file like <myextension>/CRM/MyExtension/MyClass.php: <?php class CRM_MyExtension_MyClass { ...} (Be sure to match the ...
Tim Otten's user avatar
  • 5,684
4 votes

Using CiviCRM for Fundraising Pipeline

That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just ...
Cullen McGough's user avatar
4 votes

Best 'hidden' CiviCRM features?

This is tricky because some of the "best" hidden features are of niche interest, or require extensions. For strictly core "hidden" features, I'd suggest the batch accounting ...
Jon G - Megaphone Tech's user avatar
3 votes

What is best practice for updates?

There is no clear policy for this. But it is good to put CiviCRM behind a firewall/VPN. That way you can only access civicrm if your ip address is allowed. For connecting external websites/application ...
Jaap Jansma - CiviCooP's user avatar
3 votes

api4: get(FALSE) vs get()->setCheckPermissions(FALSE): which is preferred?

Core tends to use the short form but both are equally valid. The short form was introduced later just because it comes up so often that you want to set it to false.
Demerit's user avatar
  • 23.3k
3 votes

Using CiviCRM for Fundraising Pipeline

With that clarification, what you would actually want is a setup using CiviCase. Per the Civi Book: CiviCase is a tool for tracking and managing sequences of interactions between people in your ...
Allen Hutchison's user avatar
3 votes

Using CiviCRM for Fundraising Pipeline

As the others stated, yes it should all be possible but it will require some thought and configuration. If you want to find out what CiviRules can do you can have a look at the cookbook on the wiki: ...
ErikH - CiviCooP's user avatar
3 votes

How can CiviCRM manage and deploy configuration?

I have not tried this but https://lab.civicrm.org/extensions/configitems says The extension can import the following types of items: ContactTypes MembershipTypes RelationshipTypes OptionGroups with ...
petednz - fuzion's user avatar
  • 28.4k
3 votes

How can CiviCRM manage and deploy configuration?

When I posted this question in 2015, we were looking at implementing something. The result, which is not a complete solution as of March 2017, was this extension. Ultimately, we ended up doing ...
Chris Burgess's user avatar
3 votes

How can I speed up CiviCRM on Wordpress

In general, the CiviCRM code is not that much slower than Wordpress, so something other than CPU is involved here. I'd suggest your two best lines of inquiry are: If the slowness is very specific to ...
Alan Dixon's user avatar
  • 6,861
3 votes

Climbing Gym Management

civicrm doesn't have an out-of-the-box solution for the 'tracking every entrance and manage the balance of the 12 entrance pre paid card', but that said, there are ways you can work through this I ...
petednz - fuzion's user avatar
  • 28.4k
3 votes

Using CiviCRM for Fundraising Pipeline

Yes - there are a number of organizations who use CiviCRM to manage all aspects of a fundraising pipeline! From prospecting & donor segmentation to identify donors and calculate appropriate ask ...
KarinG - Semper IT's user avatar
2 votes
Accepted

Recording/ tracking time spent on Events

I would recommend you to create custom field associated along with participant record - where you can also specify the Event type Once you have created the custom field as per your requirement then ...
Ramesh - ARTECH Consultancy's user avatar
2 votes

Is civicrm-buildkit safe to use in production?

Buildkit is not designed for production use but I can't think of any reason it can't be used that way. As your second question suggests, the upgrade procedure will indeed be different. Steps for ...
Coleman's user avatar
  • 18.8k
2 votes

Contribution status for tax deduction?

So if I'm understanding this correctly, you currently have monthly collective totals in Civi and now want to import the detail behind those so you can do reporting at the individual level. If you have ...
Aidan's user avatar
  • 13.5k
2 votes

Separate sites for CiviCRM and public site?

It depends on your security and privacy requirements. I agree with Pete that for CiviCRM to work most simply, install it on your public facing CMS. You should realize however, that from a security ...
ErikH - CiviCooP's user avatar
2 votes
Accepted

Email List Management

If you set your Groups to be 'public' then they can appear at a link like this https://civicrm.org/civicrm/mailing/subscribe You can also use a Profile with a Custom Field, and then build a Smart ...
petednz - fuzion's user avatar
  • 28.4k
1 vote

Email List Management

You're receiving many answers because there are many ways to handle newsletter signup, and the "correct" answer depends mainly on you. Do you have just one "newsletter" group? ...
Jon G - Megaphone Tech's user avatar
1 vote

Email List Management

Welcome to SE! To answer your first question, Ninja forms are developing an integration with CiviCRM. They took over Caldera forms and are migrating it to Ninja forms and this is part of that process. ...
Mick Kahn's user avatar
  • 3,227
1 vote
Accepted

How to change or transfer mailing list groups properly?

Since folks who have already unsubscribed aren't in the smart group, I would simply search for members of the smart group, add them to group "Events and Invitations", add them to group "Monthly E-...
Jon G - Megaphone Tech's user avatar
1 vote
Accepted

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

The best architecture would be to create Organisation sub type and then have relationship with subtype contacts. This would be easy to related contacts such as in your case. Adding relationship will ...
Pradeep Nayak's user avatar
1 vote

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

I would recommend the use of Activities. This enables you to then track converations, and have different Activity Types for different 'types' of leads etc.
petednz - fuzion's user avatar
  • 28.4k
1 vote

Separate sites for CiviCRM and public site?

We have several clients with a WordPress public site and a Drupal based CiviCRM. to keep their hardworking nonprofit website staff happy. If your website team insists on Wordpress and you need to ...
pkeogan - BackOffice Thinking's user avatar
1 vote
Accepted

Default CSS / Standard Directory Set Up

I'd agree with trying the theme suggestion in the above comment, but if you do want to change css I would use "extras.css". See the hilited box on this page: https://wiki.civicrm.org/confluence/...
Demerit's user avatar
  • 23.3k
1 vote

Using households

We are a church and use Households to hold the address and to aggregate contributions. We use the extension https://github.com/PalanteJon/coop.palantetech.module.automaticsoftcredit to automatically ...
frTommy's user avatar
  • 1,411
1 vote

Recording/ tracking time spent on Events

Take a look at CiviVolunteer which has options for recording time involvement. It may not suit your needs but worth understanding what it offers.
petednz - fuzion's user avatar
  • 28.4k
1 vote

Recording/ tracking time spent on Events

I would create custom Activities for both the trainer and participants, for example, Training- Making Sock Puppets, with the Trainer as Assigned for the Activity and the participant as With (i.e., the ...
Joe McLaughlin's user avatar

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