5

We end up building a lot of Views - and would love to be able to improve EditableViews so that it works more like a spreadsheet which will require ensuring that Labels rather than Values are displayed


5

The easiest way is to hover your mouse cursor over a link that refers to the item in question. In the link that apppears in the bottom of the browser, look for the part that says &id= and note the number after it. For instance, in the first screenshot, I hover over the "View" link to see that the contribution's ID is 45: In this example, the custom ...


4

Have a look at the login_redirect filter. You can return whatever URL you like for whoever's logging in: https://codex.wordpress.org/Plugin_API/Filter_Reference/login_redirect


3

This is a really broad question, and without some guidance as to what you consider a "professional CRM applications" looks like it is tricky one to answer. That said, with Drupal we often built out a UI via Views and Webforms that can keep all the but the hardcore admins out of civicrm entirely - depending of course on what the extent of their requirements ...


3

I've used Peter's Login Redirect successfully for a similar purpose.


3

I use a WP Redirect After Login Plugin. It is in the WP Plugin Library. https://wordpress.org/plugins/redirect-after-login/ I just change the Subscriber Role (or whatever Role your Members are defaulted to) to go to the dashboard url. I have not had any conflicts with my theme or Civi with this Plugin. As of 10/19/2016


3

There is a "slickgrid" integration module developed by Eileen, which allows spreadsheet-like data entry for CiviCRM: https://github.com/eileenmcnaughton/nz.co.fuzion.slickgrid


3

With a lot of organizations I've worked with, the folks who want spreadsheets are often less comfortable with computers - but are often quite comfortable with a phone or even an iPad. It feels counterintuitive to me to get "real" work done on a tablet - but for many folks, this is a killer feature. In many situations, CiviCRM can help make a lot of field ...


2

I don't think such setting exists, although, you can set the timeout for the Dashboard cache navigating to Administer - System settings - Misc and set the the Dashboard cache timeout to the value desired in minutes, setting it to 1 minute for example it will refresh the Dashboard data every minute. I guess the other option would be to create an extension ...


2

Haven't explored this but my first thought is that conditional fields might be an option in webforms. Based on whether the user checks this box or that box additional fields could appear. I think webform even supports doing multi-page forms and might be able to add those using this method.


2

If you give your contact access to their Dashboard, then (from memory) they can access and make some limited changes to their recurring payments - ok, not from memory - some screenshots and


2

I agree with Pete - try to be as specific as possible and indicate which easily available information (e.g. on the CiviCRM handbook) you have already found & considered. That being said, CiviCRM's appearance/look & feel can be changed by using another drupal theme. You could use one that you like (we have been using boostrap as well as the AT ...


1

I've tried and failed to reproduce your experience, I suspect it's specific to your "theme". Here are a couple of other strategies: Use an administrator theme for the CiviCRM administrative pages. Shrink your content using the browser zoom (e.g. for chrome, "Ctrl -").


1

It sounds like most of what you want you can do via your CMS permissions to give them access to their Dashboard but not to CiviCRM itself


1

I'm assuming you're on Joomla otherwise I'd say try civicrm webform. One option is define custom fields for cases and then use them during hook_civicrm_postProcess. Another is to add some javascript/jquery to the form via hook_civicrm_buildForm or .extra.tpl to pop up a dialog box to get the input, but that seems awkward - your original idea of having ...


1

Unfortunately, there is no setting for this. You would indeed need to create an extension that pre-fills the field in teh way you need it. If you have not done so yet, you may have a look at the CiviCRM Developer Guide and/or get in contact with other developers: https://chat.civicrm.org/civicrm/channels/dev-newcomers


1

I think this is more about hosting and configuration of your infrastructure than about the functionality of CiviCRM?


1

Is this the same as the EU data protection directive? The good news is that it doesn't go in to force until mid-2018, so you've got a bit of time to figure it out.


1

I'm afraid the answer is "no you can't configure that to allow HTML tags". If you need lots of Help text put most of that into the 'Body' on the Event Info and/or Event Register and/or Contribution pages - keeping the help text nice and short.


Only top voted, non community-wiki answers of a minimum length are eligible