pkeogan - BackOffice Thinking
  • Member for 6 years, 9 months
  • Last seen more than 2 years ago
Your Organization Profile for CiviCRM - Survey - To help us make an educated decision
1 votes

These are great questions, thanks for posting. We have several clients that have made this move and several that are larger. Please see my answers below: What is the income/donation-size of your ...

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Separate sites for CiviCRM and public site?
1 votes

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 ...

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Is Vanco stable in civiCRM 4.4?
3 votes

Becca, the Vanco processor has been upgraded to 4.4 and is being utilized by several organizations. It is publicly available in git hub. Hope this helps!

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How to turn off the prompts for additional participants in event registration
1 votes

You can also create one option field of "Input Field Type" Text/numeric quantity. Suzie can then just enter in 6.

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Where is the edit button?
1 votes

Do you have any custom CSS or java script? Do you see a reference to the edit button if you check the page source?

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How to recording financial classes in addition to financial types in a contribution?
2 votes

Great use of campaigns. We've had similar situations and we've generally either written a custom search or a custom view(if you're using Drupal). I don't believe there is any built in functionality. ...

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Importing bank data
1 votes

You can do a contribution import through the standard contribution import process, but you will need to ensure that the bank statement is in the proper format (1 line per contribution) and exclude ...

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Strange behaviour with activity type in search builder
1 votes

I was able to reproduce the behavior; it seems like a bug, can you post a bug report here: https://issues.civicrm.org/jira/browse/CRM/?selectedTab=com.atlassian.jira.jira-projects-plugin:summary-...

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Contribution Detail Report- "contact name suffix" isn't showing up as one of the possible report criteria
1 votes

Allison, you're correct, neither prefix nor suffix is available (surprising) Assuming that coding isn't an option. There are several ways to can export the contacts prefix/suffix. For example You ...

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How can I import Memberships without membership start date?
1 votes

Let's assume that you can't edit the CiviCRM files or database - or only will do so as a last resort :) These are existing memberships, so you should be able to export the memberships info with the ...

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How do I delete the "Recent Items"?
Accepted answer
3 votes

Eric, if you are using Drupal, "Recent Items" are contained in a block. You can disable the block and it will no longer display.

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Transaction went through, but Contribution missing
1 votes

Rob, Since you're processing a lot of transactions I think we can assume that there isn't an issue with CiviCRM or the payment processor or gateway. We have seen this occur with our clients with a ...

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How to capture verbal contribution commitments: invoice, contribution pending or pledge?
1 votes

Unfortunately pledges do not work with online contribution forms the way you'd like without an extension. You can use the framework for partial payments that's available in github and seen at the ...

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Additional info required on mail tokens
1 votes

Scott, If you are looking to create a token with specific event or membership information related to the contact, you'll need to write some custom code. Here's a blog Coleman wrote on how to create ...

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How to change the direction of a relationship type with existing data
Accepted answer
5 votes

I agree with ErikH, but if you don't feel comfortable updating the database, you can... create a new relationship type with the opposite order (b_a vs a_b) do an advanced search, selecting only ...

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Good tools for building a call for proposals in Civi?
Accepted answer
4 votes

Zak, I agree with Peter's comment. If you are using Drupal, you can use the CiviCRM Drupal webforms integrations. There were a few good examples of these at the CiviCRM User summit last week (i.e - ...

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Deposit payment
4 votes

Marco -- Partial payment from the front end is not yet available in CiviCRM, but it can be done through the extension described in this CiviCON presentation "Front End Partial payments" It's ...

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CiviContribute: transaction rate limiting
1 votes

Jim, This is a very common scam, the best way is to add recaptcha; it's worked for all of our clients with this issue. The new recaptcha "I am not a robot" is very user friendly. This can be set up ...

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What does the error mean when enable honoree in contribute I get an error CiviCRM 4.6.8
2 votes

If the error still displays, then you most likely have an issue with a custom field in your profile. I think you have a profile containing a custom field that has a restriction on the type of ...

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Registration Pages for individuals and Organisations
1 votes

If you're asking can an organization register for an event using an online CiviCRM registration page, then the answer is no - or not without a customization - the CiviCRM database does allows it. ...

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How to go to Batch Update via Profile in one click?
1 votes

Luciano, Unfortunately this can not be added as a menu item because you are working with a search result. You could create a custom process that can be added to a menu. Something like...create a ...

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sharing pledges between contacts
Accepted answer
1 votes

Unfortunately there is not a way to assign a pledge to multiple contacts. In the CiviCRM database, the pledge is assigned to a contact, but the individual pledge payment/installment is related to ...

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Existing organizations getting updated when new person signs up with the same org name
0 votes

This may not be a popular answer, but I am not big fan of allowing membership renewal without authenticating. I think there are too many potential issues like the one you are running into. You can ...

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What should be synced to an accounting package from civicrm?
Accepted answer
3 votes

Tommy, I think an extension is a good idea, but a quick glance at the aplos API and it looks like aplos wants each transaction mapped to an aplos contact id. This seems like a lot of work that is ...

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smart groups showing on tab
2 votes

Gary, the quick answer is no ....the way CiviCRM stores the groups for a contacts is different than the way CiviCRM determines which smart groups a contact is in. There is one group table that ...

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Mailchimp extension limits to most recent 25 lists
2 votes

Follow up: This limitation has been removed and should be available in the next extension upgrade. See: https://github.com/veda-consulting/uk.co.vedaconsulting.mailchimp/pull/158/files

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Event registration using External Id to match contact.
1 votes

Mike, without a customization you can not do this with events/profile. I am not sure if it can be done using a webform (the webform bypasses the event submission rules) You can test this, not on ...

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What will be the way to give user public access to check their contribution?
2 votes

As Sanjay suggests you can use a checksum email, but requiring login is best. You should not need CAPTHCA. This presentation from CiviCON Denver 2015 "Frontend Partial Payments" The framework ...

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Paypal standard on contribution forms
1 votes

You've probably done this, but the CiviCRM wiki provides instructions on how to set up the return URL for paypal.

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My contacts aren't showing anymore
0 votes

Have you tried searching for other things like activities or contributions? If you get results for activities then likely your contacts are there. If not (and there not in trash) then likely they are ...

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