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1/ if you have civirules installed then a/ you should see it listed as 'installed' at /civicrm/admin/extensions?reset=1 b/ you should find a CiviRules menu item under Administer (usually gets added at the bottom of the list) 2/ in terms of using it to send out a receipt, if you are wanting to include the amount they you may need an extension such as https://...


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CiviRules allows for delays on sending emails after various triggers


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At this moment, Civi on Wordpress is in the midst of a transition in how to make web forms. Up until now, we have used Caldera Forms with the CF-Civicrm plugin. The combination is very powerful and allows you to capture data on multiple contacts on a single form, with addresses, phone #s, and emails for each person, with groups, tags and relationships. It ...


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In this case it was "Enable self-service cancellation of a recurring contribution" checkbox on iATS payment settings page.


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I think it would depend on what you mean by 'tracking'. if you mean 'money coming to us' then Jon's answer is more useful than mine. if it is to do with tracking the process from 'first contact' through to 'formal agreement' etc and how to ensure that the necessary contacts are recorded for when the bequest is finally available to you, then I would be ...


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I haven't had to deal with this myself, and hope someone with direct experience can chime in. However, I would either handle this with CiviPledge, or with contributions of status "Pending", with some flag (e.g. a separate financial type, a custom field) indicating that this is planned giving so that you can run reports solely on those ...


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I lose the info of the previous type (it/s visible in contribution tab) If the loss of info is key issue you could try this extension which lets you view the changes that occur when a member renews but up/downgrades their Memb Type


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Could you check if there are any special chars in the base url defined in civicrm.settings.php?


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Here's what I ended up doing. It feels a bit weird, but so far it seems to do the trick. Having created the fields I need for the two contacts, and ensuring that buyer is contact 1 (because the contribution appears to only work for contact 1), I can then specify a membership that will be applied to contact 2. Even though I've set a minimum price for the ...


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