6

This type of report is called a "pivot table". There's a report that will do what you want in the Extended Reports extension. If you don't have that installed, do the following (or ask your administrator): Go to Administer menu » System Settings » Extensions. Click the Add New tab. Search for Extended Reports in the extension list and click the ...


6

Webform-CiviCRM integration was designed to be able to sign up multiple members plus collect a contribution. It will save a single contribution record containing a separate line-item for each (2 memberships + a donation = 3 line items). There are some key settings that are required: Contributions (in Webform CiviCRM section): Should be set to your Donation ...


4

This layout is coming from some theme or plugin on your site. CiviCRM includes its own CSS which delivers your desired result out of the box, and you can override or replace those CSS files. In this case, your site theme / some plugin is instructing the browser to lay out the form differently from how CiviCRM does per default. I'd hazard the site shown ...


3

On Amount tab of contribution page (Contributions menu > Manage Contribution Pages, then click Configure next to the page in question) you can either choose price set or other amount section to have text field where people can input there own amount. See : https://docs.civicrm.org/user/en/latest/contributions/online-contributions/#amounts-tab https://docs....


3

There is an extension available for adding offline recurring contributions but unfortunately the tag says it works till 4.4. Might be worth contacting maintainer if they have any plans to upgrade. Pradeep


2

Thought of a few more important things: I would map the BigCartel transaction ID to invoice ID and the payment processor transaction ID to the transaction ID field in Civi - this will preserve consistency of data and facilitate reconciliation Sometimes communications get disrupted and your hook might miss a few transactions unless you add some kind of a ...


2

@DanielJames Thanks for your clarification. Since you will be importing historical data and using an IPN to capture future sales information, I don't think you need to use price sets at all. FINANCIAL TYPES: Again, you should touch base with the powers that be to understand what level of detail they wish to preserve in Civi, but my guess is that at the ...


2

In general I would say that this sounds feasible. Your requirements sound similar to how many other charities are using CiviCRM. However, you have asked several detailed questions and I think you could benefit from discussing this in more detail with one of the CiviCRM partners (and/or posting these as separate questions). I would also recommend that ...


2

hi and excuse the slight whinge but... providing links to things like the extension, makes it quicker for other busy folk (we all are) to help. And explaining 'why' you think it might not work also saves folk time looking stuff up. AGGREGATE HOUSEHOLD CONTRIBUTIONS REPORT has its last release as 4.6. Best I can suggest is give it a spin and report back. That ...


2

Welcome to CiviCRM! CDN TaxReceipts can be installed through your manage Extensions screen: https://docs.civicrm.org/user/en/latest/introduction/extensions/#installing-extensions If you run into config/support issues you can reach out here on SE. Best to ask detailed questions with screenshots. If you run into a technical issue you can create an issue ...


2

If you can export the donations out of those systems in a CSV then you could import the contributions to Civi. There is fairly old extension for importing Just Giving donations. Don't know whether it still works but would be a base for developing an automated import. Once it is working you could add a Scheduled Job to do the import regularly. Obviously ...


2

In theory you can set up a Contribution page with Price Set with all your 'merchandise' available as Price Fields so they could order eg 5 postcards or 3 x pack of 3 cards etc. Then i you set the form for Pay Later that becomes a 'promise' which is recorded in civicrm as a pending transaction. when they submit then the purchaser will get an email, and the '...


1

If you are wanting to embed a form on another site then you should look at remoteform https://github.com/progressivetech/net.ourpowerbase.remoteform drupal 8 webform https://youtu.be/oMgOprfJTWA


1

To respond to the part of the question about moving a contribution, you can use the Move Contributions extension.


1

welcome to CiviCRM Stack Exchange! In CiviCRM there is an option in the Contributions menu called "Import Contributions". This allows you to upload contributions from a CSV file. Can you give that a try?


1

I think the short answer must be "no". Once the client is on a CiviCRM page, there are usually a few clicks before you get to the email receipting code, so at that point, there wouldn't be any record of the referrer (unless you have some code that is saving it). There should be a way to construct at least one version of a contribution page url, if you have ...


1

This looks like there's a fix just hasn't been confirmed yet: https://lab.civicrm.org/dev/core/issues/1255 https://github.com/civicrm/civicrm-core/pull/15314 If you can try out the patch and make a comment there that it fixes it for you it will help get it included faster.


1

If you are not processing the contributions directly through CiviCRM, then there is no way to create what Civi refers to as a recurring donation. There are, however other options: Import contributions received on a periodic (e.g. monthly) basis Have a programmer develop an interface with whatever system you are using to process the donations to feed the ...


1

Totally agree with @William Mortada, do contact a CiviCRM partner and attend a CiviCamp so you get connected and become part of the CiviCRM community. One detailed answer: People can export their donations to the accounting software using the functionality to export a batch of financial transactions to CSV.


1

I also received a helpful answer from Rose in the Civi chat (thank you Rose!). Thought I'd post it here just to have it all in one place: Interesting problem, and there's probably a way somehow. I've also looked at the response in Stack Exchange, which definitely recommends Drupal because then you can use Views and Webforms. A few questions first... 1) Why ...


1

I'd recommend a different concept - maintain a VIP group and then exclude those group members when you're creating a group to send the mail to (use custom search "Add/Remove Group"). The reasons are: 1) No further development required! 2) If you have to approve each bulk email they receive, they may receive a lot of emails at once. It effectively bypasses ...


1

You might want to configure a price set with two line items, one for the membership and one for the donation. You want them to be monthly recurring, so that after 12 months they've paid for the $100 membership: you'll come close with $8.33 /month. Alternatively, you can create an extension to do this. We'd be happy to help with that.


1

Might be worth checking if your page uses a Price Set and then investigating the issue there. Otherwise it might be a field in a Profile, and that text may either be in the field 'pre help' or in the Profile 'pre or post help'


1

I would recommend you look at using the Summary Fields extension


1

You may have to use several reports for what you are asking. But the Contribution Summary report has most of what you are asking for. Look at Contributions > Contribution Reports > Contributions Summary. This report will give you most of what you are asking for. Under Filter you can set your date range, financial type, and other criteria. Under Grouping if ...


1

I suspect Webform does not handled that, so yes you might need to either do the Membership page, then pass them on to a Webform to add their related people, or vv


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