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0-9Page: 01 Locate an existing caseName: Locate an existing case Identifier: UC 01 Basic course of action User logs in to CiviCRM User clicks on CiviCASE. User sees a dashboard containing a listing of cases in which the user has the role of coordinator. (These are the most common cases tha
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02 Create new case
Name: Create new case Identifier: UC 02 Basic course of action User logs in to CiviCRM / Selects CiviCASE. User locates a contact, or creates a contact. This contact is presumed to be the one that will become the "client" of this case. For physician heal
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03 Add activity to existing case
There are a couple (maybe a few) different types of activity that can be added to a case. Mostly they're just specializations of the generic form of adding a "memo" or unstructured, non-milestone activity. *Unstructured comment - non-milestone activity *S
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04 Review a case history
Name: Review a case history Identifier: UC 04 Basic course of action User logs in User locates an existing case System lists all of the activities that are associated with the case User reads the titles of the activities User chooses the title of an activ
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08 Close an existing case
Name: Close an existing case Identifier: UC 08 Basic course of action user logs in user locates an existing case user creates a new activity system asks you to choose an activity type user chooses "close case" as the activity type system opens a blank act
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1. Datenbank-Planung_DE
Planung Datenbankplanung ist der wichtigste Schritt bei der Einrichtung von CiviCRM. Sorgsame Planung kann ihnen hunderte Stunden Arbeit ersparen. Um CiviCRM erfolgreich an ihre Anforderungen anzupassen brauchen sie ein Konzept. Es muss die Datenfelder un
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1.5 Alpha - Bugs and Issues
This page is no longer being maintained for 1.5 alpha bugs. Please use the issue tracker. minor upgrades / features / bugs kurund upgrade google maps to v2, check and see if google does geocoding now (can we also integrate directions) upgrade paypal inter
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18-07-2005
Anil Kokitkar Tasks done today worked on CRM-241 worked on CRM-214 Upcoming Tasks test script for modified api CRM-214 Kurund Jalmi Tasks done today working on CRM-176 Upcoming Tasks CRM-176 Manish Zope Tasks done today working on the CRM-62 stress test f
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2 Feature Requests - Add photos and Export Phonelists
This software may be really useful to community organisations that make up phonelists if you could export the data as a PDF format phonelist. It would be even better again if you could put a photo entry in the database, and choose whether someone's indivi
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2. Installation_DE
Installation von CiviCRM Sie können hier nichts finden ? Probieren sie die Suchfunktion "Search" in der oberen rechten Ecke der Seite oder das Inhaltsverzeichniss auf der linken Seite. CiviCRM wird in eine Drupal oder Joomla CMS-Installation integriert.
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2005-05-18
yashesh ------- CRM-62 - gave overall structure/design to start the test suite. CRM-61 - resolved. CRM-63 - resolved the datageneration part. Testing and Fixing bugs in Custom Data (a few have cropped up). kurund ------ worked on relationship issue (CRM-5
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2005-05-19
anil worked on converter script and study that script. test the working of the that script. find out following bug in that script and fix that bug. bug was it was not changing names of constant variable with it's class names as prefix eg. "constant" to MY
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2005-05-20
Anil Kokitkar working on CRM-80 studied the converter script. fixed the bug in constant conversion. added the reference conversion for object assignment and object refence passing for functions. Kurund Jalmi resolved CRM-75 fixed minor bug in relationship
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2005-05-21
Anil Kokitkar woking on CRM-80 figure out the difference between php4 and php5 working on refernce conversion in converter script Kurund Jalmi fixed some the issues in CRM-63 cleaned up relationship code. Developer Testing - Created Issues - CRM-84, CRM-8
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2005-05-23
Anil Kokitkar working on CRM-80 Reference conversion is completed for objects. fixed the bugs in static conversion. Kurund Jalmi resolved CRM-63, CRM-58 working on CRM-73 Developer Testing - reopened CRM-84 Manish Zope working on CRM-62 Test Recordset Siz
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2005-05-24
Anil Kokitkar working on CRM80 fixed the bugs in static data type conversion, counstructor name conversion. Kurund Jalmi working on CRM80 worked on CRM73 Manish Zope working on CRM62 did developer testing (created CRM97 as mailed yesterday) Yashesh Bhatia
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2005-05-26
Anil Kokitkar working on CRM-80 Kurund Jalmi working on CRM-80 Manish Zope working on CRM-99 (test by maxQ) created and commited test_sandbox.sh under bin/ (plz open and read it before using it) also commited new test scripts for add/edit/view contacts I/
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2005-05-27
Anil Kokitkar Tasks done CRM-80 work in progress. Kurund Jalmi Tasks done today CRM-80 work in progress. Upcoming Tasks - CRM-80. Misc - On vacation. Will be back on Wednesday morning. Manish Zope Taks Done Today : -> working on CRM-99maxQ test -> commite
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2005-05-30
Anil Kokitkar Working on CRM-80 Kurund Jalmi on leave. Manish Zope Tasks done today working on CRM-99maxQ test -> modifications made to avoid popup for username and password (going to commit the code soon) Upcoming task Search tests using maxQ Yashesh Bha
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2005-05-31
Anil Kokitkar working on CRM-80 made changs in converter script. Kurund Jalmi on leave. Manish Zope working on CRM-99 preapring test cases for search pages such that the cases will give the search results as well instead of just response Yashesh Bhatia Ta
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2005-06-01
Anil Kokitkar Working on CRM-80 Kurund Jalmi Working on CRM-80 Manish Zope Working on CRM-99 worked on search script worked on the database connectivity for the maxq test scripts....will be used for counter checking Ex Relationship scripts Yashesh Bhatia
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2005-06-02
Anil Kokitkar working on CRM-80 fixed some bugs in converter script done some manual changes in code for php4 Kurund Jalmi working on CRM-80 ddi some code changes in crm for php4 and php5. Manish Zope Tasks done today CRM-99 maxq scripts for search (sampl
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2005-06-03
Anil Kokitkar Kurund Jalmi working on CRM-80 Manish Zope Tasks done today CRM-99 maxq test for basic search are done and commiting soon working on admin add tests Upcoming tasks CRM-99 maxq test for adv search and modifications for relationships and other
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2005-06-06
Anil Kokitkar worked on CRM-80 worked on converter script Kurund Jalmi worked on CRM-80 resolved CRM-114 Manish Zope working on : worked on CRM-99..created few new maxQ test, editing relationship and other few tests created CRM-114...going to close it soo
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2005-06-07
Anil Kokitkar worked on CRM-80 fixed the bugs in convereter script. Kurund Jalmi worked on CRM-80 Done some reading on JPSpan Manish Zope Todays Work all objects now are passed by referance changed the view relationship test (maxq test) showing check as w
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2005-06-08
Anil Kokitkar Done testing of crm on php4 read some stuff of php Kurund Jalmi Developer testing: created CRM-116 issue. done some reading on JPspan and Ajax.. Manish Zope Today's Work modified the test scripts so that wont breakdown now on the sandbox wor
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2005-06-09
Anil Kokitkar Reading QuickForm tutorial Working on Actions in contact selector Kurund Jalmi working on JPspan framework worked on CRM-119 Manish Zope Todays Work working on common login for all maxq tests... Yashesh Bhatia Tasks done today CRM-98 API for
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2005-06-10
Anil Kokitkar Working on Add contact to Household Kurund Jalmi working on CRM-119 Manish Zope Work done today modified some of the maxq tests so that chances of failing the tests will reduce sandbox tested with the new tests found some new bugs...k fixed
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2005-06-13
Anil Kokitkar on leave Kurund Jalmi installation of new m/c (php,apache, etc) also worked on CRM-119 Manish Zope Todays Work some more modifications to maxq tests tested the tests on local m/c as well as sandbox for php5 (some problem with the php4 sandbo
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2005-06-14
Anil Kokitkar added batch action to add contact to Household added batch action to add contact to Organization Kurund Jalmi working on CRM-119 done with basic framework. Manish Zope Work Done today working on maxq tests...modified the tests for code optim
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2005-06-15
Anil Kokitkar worked on action batch done some testing Kurund Jalmi worked on CRM-119 Manish Zope working on deleteing the data for the maxq tests Siddharth Bhawalkar working on browse, adding and editing custom option records added a column 'is_active' t
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2005-06-16
Anil Kokitkar Done some testing working on Activities part Kurund Jalmi resolved CRM-119 worked on Activities Framework CRM-136 also worked on framework for Call and Meeting Activities Manish Zope Todays Work worked on the rollbacking the changes to data
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2005-06-17
Anil Kokitkar Today's work working on Activity(add phone calls) Upcoming Task Remained work on Activity(add phone calls) Kurund Jalmi Today's work working on Activity (Meeting and phone calls), add and update. Upcoming Task View mode for Activity. adding
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2005-06-18
Anil Kokitkar Todays Work worked on CRM-138 (phone call) Upcoming Task CRM-138 (phone call) Kurund Jalmi Todays Work worked on CRM-138 framework for activities(call and meeting) adding activities Upcoming Task implementation of selector for displaying ope
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2005-06-20
Anil Kokitkar Today's Work Working on Activities part Kurund Jalmi on sick leave Manish Zope Today's Work worked on the css for AToZ pager worked on the template for recently viewed contacts working on the modifying few maxq tests (tests for view/ tab) cr
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2005-06-21
Anil Kokitkar Todays Work worked on actvity Added completed activities (phone call,meeting )to activity history Kurund Jalmi Todays Work working on activity (phone call, meeting) Manish Zope Todays Work worked on the show-hide for view/custom data working
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2005-06-22
Anil Kokitkar Todays Work worked on Activities (Call/ Meeting testing and fixing bugs.) done some testing on Activities (Call/ Meeting) Kurund Jalmi Todays Work worked on Activities (Call/ Meeting testing and fixing bugs.) Manish Zope Todays Work small te
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2005-06-27
Anil Kokitkar Tasks done today Testing - Import Contact Upcoming Tasks v1.1 Kurund Jalmi Tasks done today Testing - Relationships, Pager behaviours, Send Email, php4 tarball from (http://downloads.openngo.org/civicrm/) Upcoming Tasks v1.1 Manish Zope Sick
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2005-06-28
Anil Kokitkar change crm_activity_history.activity_date to datetime field working on intergation of crm in civispace. Kurund Jalmi Tasks done today CRM-176 - Work in progress Upcoming Tasks CRM-176 Manish Zope Today's work work started on CRM-62..load tes
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2005-06-29
Anil Kokitkar Tasks done today Worked onCRM-178(resolved) Created Issue CRM-182 and working on that Upcoming Tasks CRM-182 Kurund Jalmi Tasks done today Resolved CRM-177, CRM-178, CRM-181, CRM-166, CRM-176 - Work in progress Upcoming Tasks CRM-176 Manish
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2005-07-12
Anil Kokitkar Tasks done Today Resolved CRM-223 for delete_contact api Worked on CRM-214 groups api Upcoming tasks Work on CRM-214 Kurund Jalmi Tasks done today worked on Dojo and jpspan framework. Upcoming tasks integration of jpspan/dojo in civiCRM Mani
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2005-07-13
Anil Kokitkar Tasks done today Completed Implementation of crm_get_class_properties() CRM-226 Working on group api CRM-214 Upcoming Tasks Work on group api CRM-214 Kurund Jalmi Tasks done today worked on jpspan and CRM-176 Upcoming Tasks CRM-176 Manish Zo
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2005-07-14
Anil Kokitkar Tasks done today Implemented group api CRM-214 Upcoming Tasks Testing of group api CRM-214 Kurund Jalmi Tasks done today working on CRM-176 Upcoming Tasks CRM-176 Manish Zope Today's work worked on create, update, get contact api CRM-213 (up
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2005-07-15
Anil Kokitkar Tasks done today Working on Testing of Group APIs Upcoming Tasks Testing of Group APIs Kurund Jalmi Tasks done today working on CRM-176 Upcoming Tasks CRM-176 Manish Zope Tasks done today worked on stress testing for update contact .. workin
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2005-07-16
Anil Kokitkar Tasks done today Working on CRM-241 Upcoming Tasks CRM-241 Kurund Jalmi Tasks done today working on CRM-176 Upcoming Tasks CRM-176 Manish Zope Tasks done today worked with sidd for the template edit.tpl worked on CRM-237 fixed some prob with
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2005-07-19
Anil Kokitkar Tasks done today Worked on CRM-243 fixed CRM-214 fixed CRM-241 Upcoming Tasks test cases for CRM-243 Kurund Jalmi Tasks done today working on CRM-176 Upcoming Tasks CRM-176 Manish Zope Tasks done today working on CRM-62 stress test; delete t
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2005-07-20
Anil Kokitkar Tasks done today worked on CRM-250 working on CRM-252 Upcoming Tasks work on CRM-252 Kurund Jalmi Tasks done today worked on CRM-176 implemented test state-country widget in civicrm framework. Upcoming Tasks CRM-176 and also on web based ins
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2005-07-21
Anil Kokitkar Tasks done today CRM-176, also worked on prefix issue Working on Google Map Api CRM-252 Upcoming Tasks work on CRM-252 Kurund Jalmi Tasks done today CRM-176, also worked on prefix issue Upcoming Tasks CRM-176 Manish Zope Tasks done today wor
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2005-07-22
Anil Kokitkar Tasks done today Worked on CRM-256 Upcoming Tasks work on CRM-256 Kurund Jalmi Tasks done today worked on CRM-176, CRM-252 Upcoming Tasks CRM-176, CRM-252 Manish Zope Tasks done today worked on CRM-62 stress test worked on the javasript issu
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2005-07-25
Anil Kokitkar Tasks done today Wroked On Issue CRM-256 Upcoming Tasks work On Issue CRM-256 Kurund Jalmi Tasks done today resolved CRM-266 working on google map api. CRM-252 Upcoming Tasks CRM-252 Manish Zope Tasks done today worked on the issue of hiding
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2005-08-03
Anil Kokitkar Tasks done today worked on CRM-277 Upcoming Tasks will work on CRM-277 Kurund Jalmi Tasks done today worked on integration of google map api.(for multiple contacts) working on remaining issues of CRM-252 (integrating in selector) Upcoming Ta
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2005-08-04
Anil Kokitkar Tasks done today worked on CRM-277(Other Activity completed) working on CRM-123 Upcoming Tasks work on CRM-123 Kurund Jalmi Tasks done today worked on integration of google map api. made changes to use single api key. installation of civiCRM
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2005-08-05
Anil Kokitkar Tasks done today worked on CRM-277 Working on CRM-123 Upcoming Tasks Work On CRM-123 Kurund Jalmi Tasks done today resolved CRM-290 working on CRM-291 Upcoming Tasks working on CRM-291 integration of state-country widget in add/edit contact
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2005-08-06
Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today working on mambo installtion script Upcoming Tasks Manish Zope Tasks done today completed the search stress test..going to commit the code soon Upcoming Tasks maxq scripts Siddhar
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2005-08-09
Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today Upcoming Tasks Manish Zope Tasks done today fixing some issues with the stress testing that are breaking down the stress testing Upcoming Tasks will work with the stress testing t
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2005-08-10
Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today resolved CRM-277 & CRM-301. also worked on CRM-123 also done some testing and bug fixing.. Upcoming Tasks state-country widegt integration in add/edit contact. Manish Zope Tasks d
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2005-08-11
Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today worked on CRM-301 Upcoming Tasks bug in delete contact state-country widget for add/edit contact Manish Zope Tasks done today did manual testing for various forms and actions drop
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2005-08-12
Anil Kokitkar Tasks done today Resolved CRM-301 Done some testing on this issue. Upcoming Tasks Study of Outlook Integration Kurund Jalmi Tasks done today worked on the installing back the m/c .. Upcoming Tasks Manish Zope Tasks done today worked on the f
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2005-08-16
Anil Kokitkar Tasks done today Implemented group API crm_create_group,crm_update_group and crm_delete_group Studing Outlook Integration Upcoming Tasks Outlook Integration . Kurund Jalmi on leave Manish Zope Tasks done today working on maxq test scripts..f
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2005-08-17
Anil Kokitkar Tasks done today Working on Outlook Plugins Upcoming Tasks Outlook Plugins. Kurund Jalmi Installation of the m/c Manish Zope Tasks done today worked on maxq tests doing developer testing for basic and adv search, Manage Groups and Profile Up
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2005-08-18
Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today resolved crm-314, developer testing. also done reading on xajax(ajax framework) Upcoming Tasks state-country widget integation and studying xajax framework. Manish Zope Tasks done
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2005-08-19
Anil Kokitkar asks done today Outlook integration Upcoming Tasks Outlook integration Kurund Jalmi Tasks done today Upcoming Tasks Manish Zope Tasks done today working on the css issues Upcoming Tasks will work on the css + maxq tests Siddharth Bhawalkar T
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2005-08-22
Anil Kokitkar Tasks done today studying outlook integration. Upcoming Tasks studying outlook integration. Kurund Jalmi Tasks done today worked on ajax integration in trunk Upcoming Tasks ajax integration in trunk Manish Zope Tasks done today working on ma
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2005-08-23
Anil Kokitkar Tasks done today Working on Outllok Integration Upcoming Tasks Work on Outllok Integration Kurund Jalmi Tasks done today working on state-country integration for contact. also done reading on auto complete textbox Upcoming Tasks generalizati
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2005-08-24
Anil Kokitkar Tasks done today Working on Outlook interation Upcoming Tasks work on outlookk integration Kurund Jalmi Tasks done today worked on ajax integration for Search(Basic). working on state-country widget. Upcoming Tasks state-country widget. Mani
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2005-08-25
Anil Kokitkar Tasks done today outlook integration Upcoming Tasks outlook integration Kurund Jalmi Tasks done today ajax integration for search and add/edit contact resolved CRM-344 Upcoming Tasks ajax integration for search and add/edit contact Manish Zo
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2005-08-26
Anil Kokitkar Tasks done today outlook integration Upcoming Tasks outlook integration Arun Iyer Tasks done today Getting context on PEAR modules. Installation of CiviCRM requisites Upcoming Tasks Need to create a draft on Outlook plugin abt how it is prop
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2005-08-29
Anil Kokitkar Tasks done today Outlook Integration Upcoming Tasks Outlook Integration Arun Iyer Tasks done today NA Upcoming Tasks Document on Outlook Integration Kurund Jalmi Tasks done today Upcoming Tasks Manish Zope Tasks done today created / modified
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2005-08-30
Anil Kokitkar Tasks done today Outlook Integration Upcoming Tasks Outlook Integration Arun Iyer Tasks done today Troubleshooting vTiger Plugin Finding other Outlook Sync tools Upcoming Tasks Evaluation of PHProjekt Kurund Jalmi Tasks done today Upcoming T
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2005-08-31
Anil Kokitkar Tasks done today Outlook integration Upcoming Tasks Outlook integration Arun Iyer Tasks done today Installation & Evaluation of PHProjekt Upcoming Tasks Evaluation of PHProjekt Kurund Jalmi Tasks done today Date picker integration Upcoming T
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2005-09-01
Anil Kokitkar Tasks done today Outlook integration working on problem in sandbox(php4) Upcoming Tasks Outlook integration Arun Iyer Tasks done today PHProjekt up and running Syncing application up and running Downloaded source code for the syncing utility
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2005-09-02
Anil Kokitkar Tasks done today Outlook integration Upcoming Tasks Outlook integration Arun Iyer Tasks done today Compiling pSync Application Upcoming Tasks Compiling pSync Application Updating pages on Confluence regarding Outlook Integration Kurund Jalmi
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2005-09-03
Anil Kokitkar Tasks done today Upcoming Tasks Arun Iyer Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today Upcoming Tasks Manish Zope Tasks done today working with web developer tool Upcoming Tasks will work with web developer tool Siddharth Bh
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2005-09-05
Anil Kokitkar Tasks done today Outlook Integration Upcoming Tasks Outlook Integration Arun Iyer Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today worked on import for Household and Organization. i18n of date picker. block widget (using ajax) U
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2005-09-08
Anil Kokitkar on leave Arun Iyer Tasks done today Creating architecture for Outlook Integration Upcoming Tasks Creating architecture for Outlook Integration Kurund Jalmi on leave Manish Zope Tasks done today worked on the forms validation for XHTML 1.0 st
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2005-09-09
Anil Kokitkar on leave Arun Iyer Tasks done today Upcoming Tasks Kurund Jalmi on leave Manish Zope Tasks done today worked on the breakdown of queries worked on the XHTML 1.0 for modified custom field formatting of the modified custom field Upcoming Tasks
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2005-09-13
Anil Kokitkar Tasks done today working on outlook integration Upcoming Tasks working on outlook integration Arun Iyer Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today resolved CRM-399 working on CRM-377 Upcoming Tasks CRM-377, CRM-376 Manish
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2005-09-14
Anil Kokitkar Tasks done today Working on Outlook Intergration Upcoming Tasks Work on Outlook Intergration Arun Iyer Tasks done today Upcoming Tasks Deepak Srivastava Tasks done today setting up unix box. Upcoming Tasks studying civicrm framework Kurund J
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2005-09-15
Anil Kokitkar Tasks done today Working on Outlook Intergration Upcoming Tasks Work on Outlook Intergration Arun Iyer Tasks done today Outlook Integration Upcoming Tasks COM-Plugin for Oulook Deepak Srivastava Tasks done today **Worked on small programs in
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2005-09-16
Anil Kokitkar Tasks done today worked on outlook intergartion Upcoming Tasks outlook intergartion Arun Iyer Tasks done today Upcoming Tasks Deepak Sivastava Tasks done today learning php, unix & quickform Upcoming Tasks learning quickforms & smarty Kurund
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2005-09-19
Anil Kokitkar Tasks done today Upcoming Tasks Arun Iyer Tasks done today Upcoming Tasks Deepak Srivastava Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today Upcoming Tasks Manish Zope Tasks done today worked on formatting of the template for Vi
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2009_01_23 - Troy's Reasons
User Narratives. Troy Jacobson Narrative I use CRM to manage neighborhood organizing and door-to-door canvassing but the functionality of the CRM is very limited in its ability to organize walk lists. I am working on using custom data fields and profiles
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2009_01_24 - Initial Proposal
Rational for a CiviCanvass Component It appears that all or almost all of the functionality is already implemented. What is missing is a centralized component that brings these functions together for the purpose of canvassing. Terminology The working ter
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2011 book sprint planning
Aims for the next book sprint and for the CiviCRM book more generally. Please edit and comment :) Current state of the book The last two sprints have enabled us to have pretty much complete coverage of CiviCRM's functionality Decent introduction to CiviC
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2011 CiviCRM user and administrator guide review
A page to collectively write an objective review of the CiviCRM user and administrator guide. The intent here is to review the latest version of the Flossmanuals publication for accuracy and completeness, and to correlate the existing documentation wiki
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APage: Aaron CrosmanIssue tracker things I'd like to work on. CRM-2781: improved export functionality. CRM-2681: Preserve Search results selection across multiple result pages. CRM-1527: multiple values in custom fields I haven't learned the current limits of CiviCRM's recor
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Access Control List Permissioning Specification
Overview Our Access Control List (ACL) design focuses on the following problem: we need a protection mechanism that can provide or restrict access to various operations (such as view, edit, create) on various objects within the system (contacts, groups, o
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Accounting Improvements and Integration Data Schema Project Structure
Organization Role Lead Tentative Budget JMA Consulting Tech Lead (Specs, testing) Joe Murray $2,500 BackOffice Thinking Business Project Mgmt, Advisory Services Paul Keogan, Dave Schafer Internally funded Core Team Support, testing, integration Dave Green
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Accounting integration improvements
This is the top level page for all work associated with the Accounting Integration Data Schema project as well as related follow-on enhancements. At a high level, the scope of this project is the first point in http://civicrm.org/civicrm/contribute/transa
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ACL Implementation and Restrictions
civicrm_acl Column Type Description Restriction deny boolean Does this ACL entry grant (0) or restrict (1) access? Only implement grant operation enum VIEW, EDIT, CREATE, DELETE, GRANT, REVOKE What type of operation does this ACL entry govern? Only implem
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ACL's, Organic Groups and Multi-Org
This is being driven by a specific client's needs Problem scenario Client is structured as International Org -> Region Org -> Country Org -> Chapters. There are 3 regions and 70 countries. A few of the larger countries (5-8) have some smaller chapters ass
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Action Alerts
Requirements for Potential Action Alerts Functionality Developed and submitted by Devin Burghart - Director, Building Democracy Initiative, Center for New Community (burghart at newcomm dot org) As I see it, there are three keys to social/political/non-pr
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Actions
All areas of the interface where actions take place should have a visual clue to show that this is an area where an action can take place. This might be a border, or a color. (see parent page for definition of actions) CRUD operations Because CRUD (crea
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ACTIVE PROJECTS
Page: Activity Data TABLE OF CONTENTS Proposed Changes Overview These changes are designed to: simplify the data model for activities by merging activity-related similar tables (Activity, Meeting, Phonecall, Activity History) and eliminating unnecessary tables (email_history
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Activity Report
Provides a detailed report for constituent activity during a given date range (required). Report Columns Activity Source Contact Name Activity Type Activity Subject Optional Columns Some of these can be custom fields, but in that case custom fields need t
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Activity report for LIOs
Note: see base of this page for screenshot of suggetsed report filters. Voluntary Action Westminster, and other LIO (local Infrastructure Organisation), support other non-profit organisations in a variety of ways. Staff work on different projects. They t
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Adapt CiviPledge for Payments to Vendors?
I'm creating a separate page for this because it's a bit "off the wall" and I'm not sure where it should go. We at the Physician Health Program have a desire need for a way to track money flow between ourselves and vendors. Unlike most non-profits who ha
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Adding Actions to the Contact Search Dropdown in CiviCRM
http://drupal.destratify.com/node/50 Adding Actions to the Contact Search Dropdown in CiviCRM I've started delving into the CiviCRM code base...or maybe wading and testing the waters is a more accurate depiction. I just had my first insight into the way t
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Adding PTP's Canvass and PhoneBank Report to CiviCRM
Background and Demo Check the blog post from Alice. Also check the PTP demo http://ptp.dharmatech.org username: demo password: demo Testing Feedback Issues about address parsing: Address parsing works great when you add a new address, and when you run the
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Advanced Search Mockup
Advanced Search Search on a variety of contact properties - including group memberships, category assignments and location critera. The Search Results page includes Actions to: Save the search query as a 'dynamic' group, OR Save the resulting list of cont
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Advisory Group Meetings
Next Meeting November 24, 2009 Meeting Previous Meetings Sept 23, 2009 Meeting Sept 2, 2009 Meeting July 1, 2009 Meeting June 10, 2009 Meeting April 22 Meeting March 25 Meeting February 25 Meeting Meeting Notes and Minutes Minutes for 09-02-09 meeting
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Advisory Group Members
Current Members Brian Shaughnessy Brian Shaughnessy has over 12 years experience working with not-for-profit professional and trade associations in various communications roles. Before beginning his own web development business two years ago, he was emplo
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Advisory Group Projects
Create sections for advisory group projects here. Usability Improvements Competitive Analysis Matrix Redesign Web Presence
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Advocacy Online - CiviCRM Two Way Data Integration
In early 2010 an Advocacy Online client was considering using CiviCRM to integrate their telemarketing and direct mail CRM needs with the online petitions and other tools they were using from Advocacy Online. While expensive at over $1000 / month, Advocac
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Agenda and topic for 09-02-09 meeting
Meeting Info Date: Wednesday, September 2, 2009 Start Time: 12:00 PM Pacific Daylight Time End Time: 1:25 PM Pacific Daylight Time Dial-in Number: 1-219-509-8111 (East Coast US) Access Code: 615815 See start time in other time zones Back-channel on IRC #c
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Agenda and topics for 08-07-09 meeting
Meeting Info Date: Wednesday, July 8, 2009 Start Time: 12:00 PM Pacific Daylight Time End Time: 1:25 PM Pacific Daylight Time Dial-in Number: 1-219-509-8111 (East Coast US) Access Code: 615815 See start time in other time zones Back-channel on IRC #civicr
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Agenda and topics for 09-23-09 meeting
Meeting Info Date: Wednesday, September 23, 2009 Start Time: 12:00 PM Pacific Daylight Time End Time: 1:25 PM Pacific Daylight Time Dial-in Number: 1-219-509-8111 (East Coast US) Access Code: 615815 See start time in other time zones Back-channel on IRC #
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Agenda and topics for 10-06-09 meeting
Meeting Info Date: Wednesday, June 10, 2009 Start Time: 12:00 PM Pacific Daylight Time End Time: 1:25 PM Pacific Daylight Time Dial-in Number: 1-517-417-5200 (Midwest) Access Code: 71405 See start time in other time zones Back-channel on IRC #civicrm at i
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Agenda and topics for 22-04-09 meeting
Meeting Info Date: Wednesday, April 22, 2009 Start Time: 12:00 PM Pacific Daylight Time End Time: 13:25 PM Pacific Daylight Time See start time in other advisory group time zones Type of Conference ReadyTalk Phone Toll Free Dial-in (U.S. & Canada) 1-866-7
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Agenda and topics for 25-02-09 meeting
Meeting Agenda Date: Wednesday, February 25, 2009 Start Time: 11:00 AM Pacific Std Time End Time: 12:25 PM Pacific Std Time Dial-in Number: 1-309-946-5000 (Midwest) Participant Access Code: 21643 Back-channel on IRC #civicrm at irc.freenode.net IRC in you
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Agenda and topics for 25-03-09 meeting
Meeting Info Date: Wednesday, March 25, 2009 Start Time: 11:00 AM Pacific Daylight Time End Time: 12:25 PM Pacific Daylight Time Dial-in Number: 1-309-946-5000 (Midwest) Participant Access Code: 87120 Back-channel on IRC #civicrm at irc.freenode.net IRC i
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Agenda for 11-24-2009 Meeting
Meeting Info Date: Tueday November 24, 2009 Start Time: 12:00 PM Pacific Standard Time End Time: 1:25 PM Pacific Standard Time Dial-in Number: 1-219-509-8111 (East Coast US) Access Code: 615815 See start time in other time zones Back-channel on IRC #civic
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Alpha International test feedback
Fixed Testing on public sandbox on 28th October generated the following (more testing to be completed on 29th) Page for creating/editing a contact which is a subtype extended from the main 3 types has a random 'subtype' label to the right of the name fiel
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Alternative location model
Our original location model had a single location entity. I have broken that up into location, address, phone, email and IM entities. I think this allows for more power at the data model level. The API will probably only support a single location entity,
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Andrew Perry
1. New report framework for custom reports 2. Civimail framework and client feedback on how it can be improved (save and recover drafts, displaying full e-mail as sent in html view - using header and footer at time of sending, ensuring that bounce repor
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API building block
Introduction In almost all cases of modification or customization of CiviCRM you will need to retrieve, update or create data from the CiviCRM database. Obviously you can do that by either accessing the MySQL database directly in your code, or through the
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API Change Log
Log of Changes to the API As we modify the API to make it conform to the new conventions (see parent page), we'll log the changes we make here to aid folks in porting custom code to the new API. This is still a work in progress, not all changes that have
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API Conventions
Resourceshttp://api.civicrm.org/v2/ http://api.civicrm.org/v3/http://svn.civicrm.org/civicrm/branches/trunk.api/ Goals Freeze the API from 3.1 until the end of the 3.x series Define the naming convention and calling convention for the API functions / file
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API Documentation
Moving toward defining standard structure and format for API docs. Ideal-world req's are: Doc can be used/understood by both techie and non-techie folks Doc can be browsed/displayed w/in Confluence space Doc is embedded in, or linked to/from the source co
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API Documentation & Clean Up Crew
The Plan At the April 2009 Developer Camp in San Francisco, it became apparent that many people were frustrated with the state of the API documentation and consistency. So in true open source fashion, we decided to do something about it. We want to genera
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API Gardening Project
This is the homepage of API cleanup project for 2.3. Goals Tests Documentation Defining conventions and sticking to them Project plan milestone met work in progress needs discussion CiviCRM 2.3 Add PhpDocumentor and PHPUnit to packages/ in the CiviCRM rep
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API team minutes 17 Nov
API team minutes 1) versioning - versioning will be implemented via $params['version'] = '3' (for example). Code include will always refer to CiviCRM/Api/APIFile and relevant version will be called depending on $Param. For now version 2 will be default if
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APIs-early draft
List of APIs See expanded descriptions below. This list is primarily an API description based on the Business Objects of the CRM system. Multiple functions may be wrapped up into the final Definitions Get. Grab a specific piece of information. Load. Creat
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Apr 11 - Apr 15
Yashesh Bhatia Kurund Jalmi Manish Zope
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Apr 18 - Apr 22
Yashesh Bhatia Kurund Jalmi Manish Zope
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Apr 25 - Apr 29
Yashesh Bhatia Kurund Jalmi Manish Zope
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Apr 4 - Apr 8
Yashesh Bhatia Worked on Advanced Search Kurund Jalmi worked on categories, relationship, add/view/edit notes. worked on add/view/edit/listing relationship. worked on group listing. Manish Zope worked on groups worked on categories worked on css for advan
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April 2010 Book Sprint Planning
We will be holding a Book Sprint from April 23-26 to develop a new edition of Understanding CiviCRM - the free online CiviCRM book. We'll use page to collect general ideas on ways to improve the book. Chapter specific comments should be added directly to
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April 2010 Translation Sprint
Goals Translation Process Improvements Internationalization / Localization Improvements Translation Process Improvements critique of the current translation tools and process, help evaluate other tools, ensure it works for your workflow, help with a good
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Archive of Original CiviSMS Page
We met Ben and Bart from Mobile Voter recently and spoke about potential synergy between the two projects and the possibility of integrating SMS communication with CiviCRM. Mobile Voter has been running some pretty impressive SMS campaigns around the US,
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Archives
Archived / obsoleted requirements drafts are stored in this area.
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ARMS Project Home
Statement of work for ARMS: Work Flows All steps performed using a web browser Configuration by site administrator The site administrator creates a new activity type, "Initial Eligibility Form". The site administrator creates custom data fields and a prof
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Assigning Contacts to Households
This seems to be quite important for both NP and Political advocacy groups. Recording the CS mailing list thread on this From: "GregoryHeller" <gregory@democracyrevisited.org> Householding Exact Household Match After standardizing street number, name, apa
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BPage: BC NDPJMA Consulting is working with the British Columbia New Democratic Party (BC NDP), a political party in one of Canada's provinces, to support their migration from a custom back-office system to CiviCRM. They require a few enhancements to CiviCRM core init
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Big Picture Stuff
With about 15 years of experience in social justice non-profits, as I see it there are three keys to social/political/non-profit online success: the ability to get people to the website, getting them involved (and keeping them involved), and then getting
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Book Sprint Plan - London August 2011
civi campaign general update the 'why' as well as the 'what'. i.e. more "If you want to do X, then Y is good approach because.... But one downside of approaching it this way is A." as opposed to. "To configure events click configure events and fill in the
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Booking Component
A number of people have expressed interest in a CiviCRM booking component. Let's try to get our needs/desires for such a project outlined here: In a Nutshell We want a system where configurable "resources" can be reserved, paid for, and then used, by Civ
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BPS 3.0 Style, Layout Comments
Brian's styling/layout related comments for 3.0: http://forum.civicrm.org/index.php/topic,9436.0.html http://forum.civicrm.org/index.php/topic,9435.0.html http://forum.civicrm.org/index.php/topic,9434.0.html http://forum.civicrm.org/index.php/topic,9428.0
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Branner Project - Home
Branner Project Home This is the main page for links to specifications and project/task pages for each phase of the Branner Project. Branner 2007 College Match 07 (Apr 22 - August) College Match Specs and Tasks (Apr 22 - July 1) College Match Testing (Ju
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Branner_CM_07_Specs
College Match 07 - Specs and Tasks Task Complete Date Status URL System to view and label faxes without barcodes - Specs May 7 In Progress http://questbridge.org/app_staging/faxed_documents User Registeration - Specs May 7 In Progress http://qu
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Branner_CPS_07_Quest_Tasks
Quest Tasks for CPS 07 A list of tasks that QuestBridge is responsible for. Tasks Deadline Mockups Status Responsible Reader Specs 1/17/07 http://www.questbridge.org/app_staging/cps_07/reader.html Paras Decide on fax solution 1/30/07 Done (iFax)
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Breakdown by Attribute Report
For the group Z, show me a breakdown of giving by country/state/zip/whatever address code for Date Range A to B. Report Columns Attribute Name: Total # of Gifts: Total Amount of Gifts: Average Gift Optional Columns Filters * Selected Attribute (Country/Ci
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Browse Contacts Mockup
Browse Contacts Default module start page. Used to Browse Contacts, and perform various 'actions' on one, all, or filtered set of contacts. Available actions will include Export, Print, Apply Category, Add to Group, Delete. Links to 'Full' Search if more
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Bugs for CiviCase Phase 2 for 2.2.3
Still Outstanding Resolved for 2.2.3 to be revisited later 7. [DD] For new case activities, the status now defaults to blank, but for non-case activities it still has a default. (this was intentional, we set default to blank only for case related activiti
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BUGS NOTICED
After adding new case, following warning shows up: warning: Invalid argument supplied for foreach() in /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/HTML/QuickForm/Controller.php on line 496. warning: Invalid argument supplied for
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Bulk Postal Mailings
US ADC and Zipcode Sorting From Aaron Kreider For a future version, it would be nice to be able to print out labels in a way that handles the demands for US non-profit mass-mailing. You have to check if you have 10 or more items with the same zip code, if
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Business Objects
Core business entities: Individual. An individual represents a person. It may be composed of (perhaps a subset of) vcard 3.0 standard fields (http://www.imc.org/pdi/) and to-be-defined extended fields. Individuals are modeled as a type of contact record (
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CPage: Caller RoleCPHN Reference: Caller Role Here is the definition and some information directly from the CPHN Guide for Common Indicators for Canadian Physician Health Programs: The link between the caller role and the service group provides information about who is cal
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Campaign, Fund, or Appeal Breakdown Report
For the time period A to B, give me a breakdown by Campaign, Fund, or Appeal (select one or more C, F, or A from each group). The report should show how many gifts came in for each custom item and total for the time period. e.g.: Date Range A to B Campaig
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Campaigns
Use this page to collect requirements for modeling 'Campaigns' in a future release/component... Laundry List of Possible Requirements Basically a campaign is a group of actions for which an organization wants to track inputs and results. Defining effectiv
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Canadian Charitable Receipts
Revenue Canada has specific requirements for Charitable Receipts that are not met by CiviCRM 3.2. This page is intended to collect the reporting requirements for Revenue Canada, the organizational use cases, and the technical specs for an enhancement to c
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Canvassing
To increase functionality for door-to-door canvassing. Please name new pages using date first format. year_month_day - filename (2009_01_23 - filename)
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Career stage
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Case Count
This is a little bit obsolete because the way the framework works is a little bit different than custom search, and it's too simplistic as is to be useful to us. However, the SQL down below might still be useful to someone. Provides a listing of cases wit
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Case History
Case History This page contains all of the objects and properties that fall under the category "Definition of a Case". The table below contains all of the CPHN common indicators that are assigned by a system when the case is opened or closed. The table
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Case management functionality - ideas
This page has been created to gather user feedback on case management functionality for CiviCRM. TABLE OF CONTENTS A call for feedback and short description of currently available case management functionality (CiviCRM 2.0) has been posted on CiviCRM blog
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Case Management Software Demo Notes
Case Management Demo Notes from a demo of a "reference" case management system (Safety Net) Case and Activity Lists Top level navigation uses folders: All Documents >> List of Cases >> Drilldown list of all activities Activity rows show "person that enter
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Case Management Working Group
Specifications for a sponsored CiviCase component are now in active development (as of May 2008). Current plans are to include phase 1 of this component in the 2.2 release of CiviCRM - 3rd quarter 2008. You can follow and contribute to the specifications
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Case referral source
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Case Referral Target
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Case Summary
This is a listing of cases similar to the built-in Find Cases, but with some additional filters. Attachments are obsolete now. Rather than keep these attachments constantly updated you can get them from http://svn.civicrm.org/php (Physician Health Program
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Case Tab - View Contact
The Cases tab (from View Contact screen) will list all existing cases where that contact is either the "client" OR is a "service provider" (e.g. has a Relationship to the Case). The Case listing (selector) on this page follows the same format as the Searc
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Census Information from MA
From Howard Johnson to the crm-dev list Per our discussion on the con call this aft, attached is a very small sample from a local census file here in Mass. It's referred to as a 'Resident Extract' because it's a filtered extract of the municipal database
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Certified in Addiction Medicine
Certified in Addiction Medicine v1.0 (Refers to CPHN indicator 39 "Certified in Addiction Medicine") Addiction medicine certification values (check all that apply): Check all that apply 1. CSAM Canadian Society of Addiction medicine certification 2.
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Changes to make CiviMail (1.9) run on 2.0
To change queries of getRecipients and getTestRecipients functions in CRM/Mailing/BAO/Mailing.php. solution->removing location table used for email search like - INNER JOIN $location - ON
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Changing and Cancelling Financial Transactions
To be used for development of specification.
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Channels for Remote CiviCon 2011 Participation
We will be broadcasting the presentations and sessions live via web conferences. You can tune into one of the rooms below with the following links. You can listen to the audio via the presentation link or by dialing into the conference bridge. Room View
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Chris Burgess
I run a contracting business (Giant Robot) with a core focus on data management using PHP. We are enthusiastic users of open-source and do our best to contribute back to the community, and are looking forward to expanding our use of CiviCRM software in fu
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Churches
How can we Modify/Tailor CiviCRM for use with Churchs...
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Civi Canvass prototype
Introduction Based on http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+for+Canvassing+and+GOTV. We're implementing a scaled down version / proof of concept of that spec that we hope will be useful in creating more fully featured forward here The bas
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CiviAccounts - Data Flow Examples
Description of data flow / data representation for common order and payment interaction under 0.10.2 data model Online Contribution User submits online donation via credit card. Order If contact doesn't already exist, create contact Create record in order
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CiviAccounts - Event Registration with Price Set example
Detailed Account Codes Here are some sample use cases and the bookkeeping entries for an event registration that uses a price set. Attached are the short form of the Canadian GENERAL INDEX OF FINANCIAL INFORMATION as well as the American National Center
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CiviAccounts - Support Agreement
After a bunch of discussion, we have worked out a model of support commitment between the core team and the accounting integration team that can be used on this project and other Make It Happen initiatives being implemented by teams other than the core te
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CiviAccounts Data Schema - Affected pages, forms, reports
The following URLs for the Drupal 3.4 demo site have contents that are affected by data schema changes. The contents should be the same before and after the data schema changes: http://drupal.demo.civicrm.org/civicrm/admin/custom/group?reset=1 (used for c
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CiviAccounts Data Schema - APIs
The implementation of the following api functions definitely or likely needs to be modified for the Account Integration project. civicrm_api3_ prefixes the following calls. _create, _delete, _get, and _update and occasionally other actions (eg _check_para
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CiviAccounts Data Schema - BAO interfaces
This page contains the BAO interfaces that will be affected by the CiviAccounts Data Schema changes. to be completed
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CiviAccounts Data Schema - Data migration and new schema
This page contains the specs for upgrading the database, generating sample data, and generating scripts for migrating data from the old schema to the new. The CiviAccounts schema changes involve new types of changes to the schema that need representation
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CiviAccounts Data Schema - Documentation spec
This is a stub page that will list the documentation that needs to be done for the initiative. JIRA issues will be created to track each piece as appropriate.
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CiviAccounts Data Schema - files
This page lists all of the files other than those in BAO and DAO directories that may need to be modified to support the data schema changes, and directions for what those changes are. For DAO files: see CiviAccounts Data Schema - Data migration and new s
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CiviAccounts Data Schema - Project Plan
Unit and Selenium Tests will be included in each work package. WA to assign tests and development for same code to different developers. Order Phase Start End Spec Lead Lead Size Notes Spec development for contracting 2010 May 5 JMA Contracting
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CiviAccounts Data Schema - Sample Before and After Transactions
This page will provide details on how specific transactions are represented in the 4.0 schema and how they should appear in the 4.1 Schema. Read operations will be examined on CiviAccounts Data Schema - BAO interfaces. Create/Update/Delete a Payment Proce
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CiviAccounts Data Schema - Schema Diff
Here are the changes between 4.0.4 tarball and civiaccounts as at July 1, with a few unrelated changes removed: CREATE TABLE civicrm_credit_adjustment ( id int(10) unsigned NOT NULL DEFAULT 0 COMMENT 'Credit Adjustment ID' auto_increment, contact_id int(1
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CiviAccounts Data Schema Acceptance Tests
There is no requirement to change the UI of CiviCRM for this project. The same user behaviour that affects financial data in CiviCRM should be possible (perhaps with some small exceptions) at the start and end of the project. The difference will be in the
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CiviAccounts Functional Requirements
Fundamental to any common accounting package is the double-entry bookkeeping system. Currently, CiviCRM does not, however, have a double-entry recording system. Contributions are stored in civicrm_contribution_* tables. Preferably, when someone makes a C
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CiviAccounts Project Overview
Estimates for various scopes of work on different pieces of bookkeeping and accounting integration matters are spread across the wiki. This page is an attempt to pull them together. The estimates below are now out-dated and low. They all presume that the
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CiviAccounts Specifications - Batches
Batches General Concepts Batches will be utilized for grouping a variety of items but initially will include two types Financial transactions: collecting financial transactions into meaningful groups for export and reconciliation with external financial
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CiviAccounts Specifications - Code changes
Attach specific changes to the current code base here. (how do we want to organize these)
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CiviAccounts Specifications - Code changes - Contributions
Back end contribution postProcess ( CRM_Contribute_Form_Contribution::postProcess() ) Currently it appears a single financial account is assocated with the contribution (legacy contribution type) This is acceptable if no price set is involved. If a pric
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CiviAccounts Specifications - Financial Accounts
Use Case In 4.0, when you create a Contribution Type you can optionally manually enter an Accounting Code. The Accounting Code is presumably the "Income" account for the relevant Contribution Type. In 3.2, a Financial Account was introduced into the datab
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CiviAccounts Specifications - Financial Items
Introduction The current hub of CiviCRM's transaction model is the Contribution, which is essentially a collection of line items being "purchased" at one time by the end user, for example, an event ticket, additional fee for a session, and an additional d
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CiviAccounts Specifications - Flexible Order Form
This page is where a functional specification and workflows will be developed for a general purpose order form that can handle zero, one or many of each of contributions, participant ticket purchases, and membership purchases. This is a request from Sadiq
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CiviAccounts Specifications - references to contribution_id
Page: CiviAccounts Specifications-Changes, Reversals, Refunds Use cases A change to a person's order will involve the cancellation of an item ordered, requesting a refund or applying the amount as a credit toward alternative items. The cancellation of an entire order/invoice will involve cancelling all the items in
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CiviAccounts Specifications-Detailed Account Codes
Detailed Account codes Currently, accounting information is stored as the accounting_code for each Contribution Type at the contribution page level. Each class/type of item needs to have an accounting code and each individual line item in price sets need
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CiviAccounts Specifications-Flexible User Payments
This initiative will enhance CiviCRM to allow users to make payments that are for part of an invoiced amount, or for all of the amounts on several invoices using a single cheque or credit card or other payment instrument.
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CiviAccounts Specifications-Official Receipting
The Canadian government has strict receipting procedures for Charities, which also apply to political parties in at least one party. We expect that implementing the full functionality (see http://www.cra-arc.gc.ca/chrts-gvng/chrts/prtng/rcpts/whtnf-eng.ht
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CiviAccounts Specifications-Partial Payments - backoffice staff only
This page is intended to be a clean spec derived from the text in the main entry and comments on Partial Payments for Event Registrations and Memberships
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CiviAuction Requirements
From a meeting with Spin S (http://auctionitwizard.com/) and Helen P (http://kidzonemuseum.org/) here are some requirements and thoughts on a potential CiviAuction module. The use cases described were from KidZone and Farwest. Another related use case is
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CiviBook - Final Report to OSI for April 2010 Sprint
Summary The CiviCRM book sprint and translation sprint was held in Truckee from Fri April 22nd to Wednesday April 28th. After four long and intense days, the book CiviCRM: A Comprehensive Guide was published and released on the FlossManuals website. The f
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CiviBook - Final Report to OSI for May 2009 Sprint
Summary The CiviCRM book sprint was held in Truckee from Sunday May 3rd to Friday May 8th. After five long and intense days, the book Understanding CiviCRM was published and released on the FlossManuals.net website. The final book was a bit more than 280
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CiviBooking specification
Data model Resource Something that can be reserved. Reservation/ResourceBooking A reservation of a resource. Booking One or more reservations. MM's phase 1 Aims create a data model and simple logic that allows you to create a booking that consists of one
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CiviCamp - Oct 13-14, 2008
Goals for CiviCamp Please add a few things we can accomplish as a group at CiviCamp. All attendees are expected to be fairly savvy with CiviCRM (from a user/admin perspective) and have a good idea of the CiviCRM schema. Understanding CiviCRM internals wou
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CiviCampaign and CiviEngage
Notes from a discussion of CiviCampaign and issues related to integrating CiviEngage and grassroots advocacy requirements with CiviCampaign. Participants: Alice Aguilar and Josue Guillen from Progressive Technology Project, Dave Greenberg. PTP added addit
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CiviCase - Case Goals Discussion
Problem Statement In a case management plan there are generally 5-10 goals under which there are a number of activities that need to take place in order to achieve these goals. Progress is then tracked via the successful completion of activities and event
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CiviCase - Data Objects and Properties
Specification of the schema usage and changes needed to meet CiviCase requirements/use cases for phase one. Case (civicrm_case) Field Type CiviCase Usage Notes id int(10) unsigned Unique identifier for the case. case_type_id varchar(128) Assign one or mor
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CiviCase - Feasibility Phase Report
CiviCase - Feasibility Phase Report Draft report on determining the feasibility of implementing a case management component for CiviCRM which will meet the requirements and the Physicians Health Program of British Columbia (PHP-BC). Status as of September
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CiviCase - Mapping to CPHN Common Indicators
1. Introduction Here's how we're approaching the task of taking all the CPHN common indicators and seeing where they map onto our current conception of objects and properties. We're starting with a list of a few key terms that we predict may be confusi
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CiviCase - Meetups
October 28-29 Meetup in San Francisco Attendees From Physician Health Program BC: Andrew Clarke, Claire Sauve, Dave D From CiviCRM: Michal Mach, Deepak Srivastra, Donald Lobo, Kurund Jalmi, Dave Greenberg Agenda Goals: familiarize PHP with currently imple
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CiviCase - Metadata and Configuration
Case Configuration - Property Tree Case Type Name - linkage to DB case type option value record (use option_value.name column - which is untranslated) Activity Types - which types are allowed for this case type Activity Type Key Name - linkage to DB activ
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CiviCase - Phase 1 Issues and bug reports
Add new issues to Open Issues section in the relevant application category. Please remember to include the "flow" to recreate the issue, the URL and exact error messages, this is very helpful when fixing them. Minor issues will be fixed right away, major
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CiviCase - Phase 1 Scope of Work
CiviCase Phase 1 - Scope of Work This document summarizes the modifications and enhancements targeted for Phase 1 CiviCase implementation - subject to approval by PHP-BC. Scheduled delivery of a working alpha to PHP-BC is early December 2008. Scheduled av
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CiviCase - Phase 1 Testing Outline
New Case for New Client Test field validation - required fields and data types enforced with clear error messages (e.g. Duration must be integer) Test with ALL fields entered for several case types Check basic contact data (from contact summary) - e.g. na
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CiviCase - Phase 1 To-do
Phase 1 To-do List Open Issues Deepak Kurund Dave D D Completed Issues Split civicase_sample_data.mysql into two files - config tasks and sample data - and re-organize Case/xml/configuration to allow us to distribute multiple config sets. More debugging i
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CiviCase - Phase 2 Candidates
This page is now obsolete. Items are either already done, in the process of being done for phase 2, or have been moved to the phase 3 page. Use this page to list candidate features for Phase 2. This list is currently being classified, and the features tha
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CiviCase - Phase 2 Scope of Work
Next Release (2.3) 1. (CRM-4478) Add Priority field to Activity form - default Normal, other options: Urgent, Low 2. (CRM-4476) Activity option value description = TEXT type and rich text editable 3. (CRM-4480) Create an activity whenever Case Role is add
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CiviCase - Phase 3 Candidates
Use this page to list candidate features for Phase 3. Template: 1 [DD] Title Task Current behavior Desired behavior Comments Really High priority 36 [AC] CRM-5599 - Recording conversations in a case that are NOT with the client. [M] Task I've got
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CiviCase - Phase 4 Candidates
To be cleaned up. At the moment just a place to put things. Email processor duplicate contact creation could be improved by instead of creating new contacts for unmatched emails, having it file them on a pre-specified dummy contact, and then sending an em
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CiviCase - Primary Use Cases
Scott Ambler's examples of different kinds of use cases, at different levels of formality. We're probably looking for use cases that are more informal and "agile". 01 Locate an existing case 02 Create new case 03 Add activity to existing case 04 Review a
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CiviCase - Project Home
This is the home page for the CiviCase project. The project's goal is to develop a Case Management component for CiviCRM that can be used by a variety of human service organizations. Please post feedback / discuss the specfications on the project's forum
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CiviCase - Requirements
Current Gaps The main gaps we see at the moment between where CiviCRM is and where we'd like it to be are: 1. milestones activities 2. observed activities and non-observed activities 3. goals (now understood as milestone activities that have a status of "
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CiviCase - Screen Mockups
Annotated mockups of new and revised screens should be linked from this page. CiviCase Dashboard Find Cases - Case Listings Case Tab - View Contact View Case New Case New Activity
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CiviCase - Specifications
Use this section for implementation design and detail pages. CiviCase - Phase 1 Scope of Work CiviCase - Screen Mockups CiviCase - Metadata and Configuration CiviCase - Data Objects and Properties CiviCase - Phase 1 To-do CiviCase - Phase 1 Issues and bug
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CiviCase - Time Tracking
Use this page to record billable hours for the CiviCase Project. Phase 1 Date By Hours Description 9-18-2008 dgg 3 Specifications, schema design 9-22 thru 9-26-2008 dgg 16 Conf call, team briefings, post issues, mockups 9-29 thru 10-3-2008 dgg 11 Conf cal
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CiviCase Alpha International Requirements
PLEASE NOTE - this approach has been superseded by another one - follow the link below. So the proposed developments here will not be pursued. http://wiki.civicrm.org/confluence/display/CRM/Course+directory+in+Civi+++Alpha+International+approach In order
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CiviCase Dashboard
This is a screen mockup for the CiviCase Dashboard based on the CiviPledge Dashboard for the user Claire. The dashboard will be the system user (the case manager or other service provider)'s screen to keep track of all of the cases that they are involved
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CiviCase Reports
Case Summary A little bit obsolete: Case Count "Complex" Cases
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CiviCase Sprint Plan - London August 2011
Projects to consider Tim - add case id to hooks (post/pre mostly) more dynamic timeline - hook to prepopulate the next scheduled activity / (rules integration?) DGG - Check if org as client is working? Can do contact to contact relationship? Deepak - Supp
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CiviCase VAW healthcheck requirements
Headline goals VAW work to support local voluntary organisations and community groups. They want to measure the impact that there work has with these groups, and to that end, have designed a business process called the health check. The health check prov
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CiviCon
Page: CiviCon 2011 Conference Agenda Schedule Check here for Channels for Remote CiviCon 2011 Participation Time Track Session Topic Presenter / Moderator Room 9:00 - 11:00 All Pre-conference: Birds of a Feather sessions A+B+C Developer / Implementer Pre-conference: Testing Sprint A+B+
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CiviCon 2011 Marketing
Networks Add the networks / channels that you are connected to and can push announcements to. NTEN CiviCRM group - Dave G - Email sent to Civi affinity group 2/9 Progressive Exchange mailing list - Dave G (initial mailing 1/7/2011) CiviCRM Forum "blasts"
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CiviCon 2011 Presentations
Please attach session slides / notes to this page by clicking Add > Attachment in the upper right corner. You need to be logged in to the wiki to add your attachments. Go here to register if you don't have an account. CiviCon Welcome, Sponsors, State of t
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CiviCon 2011 Session Proposals
Add your session proposals for 2011 CiviCon below! Deadline for submitting proposals is February 21th. Session proposal guidelines These are only guidelines - feel free to suggest any subjects and formats... We want to cover as broad range of subjects and
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CiviCon 2011 Sponsorship
Goal Goal is to Raise $8500 to $10000 via sponsorship Strategy Sell sponsorship to organizations, vendors and companies that specialize in providing CiviCRM related services. Sponsorship Levels Gold: 4 x $1500 = $6000 Silver: 8 x $750 = $6000 Bronze: 10 x
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CiviCon April 2010
CiviCon 2010 Schedule Thursday, April 22nd, 2010. 9:00am - 5:00pm. Location: Mitch Kapor Foundation, 543 Howard St, San Francisco CA. Time Room 1 Room 2 9:00-9:20 Welcome to CiviCon & State of the Civi 9:20-9:50 Morning Plenary - Nathan Yergler, CTO - C
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CiviCon April 2010 Presentations
Collection of links from around the web on CiviCon Video CiviCon Closing Plenary Video by Mitch Kapor Ignite Video: Gregory Heller - 15 Improvements to CiviCRM. Ignite Video: Jim Taylor - CiviCRM and the Grammys Ignite Video: Sarah Gladstone - CiviCRM for
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CiviCon April 2010 publicity and admin
hashtag: #civicon Places to publicise Ask advisory group to publicise in their own networks and to think about where to publicise CiviCRM Blog - Wes mail to all folks who've ever attended a civicrm meetup or training Aspiration Facebook Twitter (repeated
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CiviCon April 2010 Session Proposals
Title Description Proposer/Contact person usability roadmap and sore points Things about more inline editing, some areas that should/will be improved (eg. the relationship tab, wizard, admin area organisation...) how to do usability studies on a shoestrin
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CiviCon Chicago - March 2011
CiviCon Chicago was a great success. Thanks to all our sponsors, presenters and participants! Conference Presentations Conference Program CiviCon 2011 Europe is coming to London on August 22nd. Save the date!
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CiviCon Improvements
Organizing Committee - Larger and Local Lunch Streaming Audio/Video Internet Room Allocation / Signs Registration Make labels and attendance sheet before Presentations better prep for keynote Coaching Graphics Other Changes Full day, 9:00 - 5:00 3 tracks
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CiviCon London August 2011
Page: CiviCon Planning Use this page to post planning tasks / assignments. Planning Committee (tentative) Mary Kay Bianchi: SNtial (local co-chair) Sarah Gladstone: Pogstone Jim Taylor: Rooty Hollow Young-Jin Kim: Emphanos Dave Greenberg: CiviCRM.org (core team co-chair) Links
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CiviContribute CiviMember membership renewal payment process requirements
This page is intended to stimulate discussion about the way CiviContribute handles CiviMember sign ups and renewals. While the base functionality exists today to achieve this, it does have some limitations. Available Membership Types Typically organisatio
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CiviContribute Redirect to External Thank You Page
We are currently working on a way to make the Thank You page options in CiviCRM a bit more flexible to allow people to drive donors to a page other than a CiviCRM Thank You page after a contribution is made. Often times organizations want to drive someone
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CiviContribute Specification
Phase 1 Scope / Assumptions CiviContribute Phase 1 will support the following functionality: Define custom fields to extend the core Contribution class (custom fields are available for import, export, online Donation Pages and 'offline' Contribution input
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CiviCRM - Register your site project
Rationale As part of the OSI grant, a request was made to get more information on how Human Rights Groups are using CiviCRM. This serves as an impetus for us to gather more information on ALL groups that are using CiviCRM. This helps us in targetting spec
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CiviCRM - Timeline 2005-2009
Page: CiviCRM - Unscheduled Unscheduled Feature Candidates Import 'Test/validate your import data' feature (validates data, checks for dupes w/o actually doing the import) Import vCard and XML (any other formats?) Search Usability Review/Improvements for Complex Searching Search Not
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CiviCRM 1.0 Complete Feature List
Try these features on our demo at http://www.openngo.org/ Search Find contacts by name, contact type, group and/or tag Advanced search by name, contact type, group, tag, address, and/or activity Saved searches with any combination of criteria User interfa
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CiviCRM 1.1
Try these features on our demo at http://www.openngo.org/ Search Find contacts by name, contact type, group and/or tag Advanced search by name, contact type, group, tag, address, and/or activity Saved searches with any combination of criteria User interfa
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CiviCRM 1.5 - Dev Team Bug Reports
from manish Search Builder (Testing by Abhilasha ) ==================== 1) if search criteria for State = 1004 or California ... then result .. Found 3 contacts State = "California" ... AND ... Contact Type - 'Individual' if search criteria for State = CA
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CiviCRM 1.7_DE
CiviCRM 1.7: eine freie Open Source eCRM Lösung! Wir freuen uns ihnen die neueste Version von CiviCRM - Version 1.7 vorzustellen. Wir danken allen die uns beim Testen der Beta Versionen geholfen haben - und allen anderen die uns mit neuen Ideen, Verbesser
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CiviCRM 1.8 - Dev Team Bug Report
Open Issues Resolved Issues 1) Following error is occurs while testing Online Contribution Pages Path = CiviContribute >> New Contribution Page >> Enter Details (payment processor - paypal pro) >> Save >> add Contribution Label & amount >> Check members
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CiviCRM 2007 Goals
This is a draft outline of plans and goals for the project for 2007. Overall Goals for CiviCRM in 2007 Documentation: Incorporate good detailed documentation in the form of tutorial / manual / podcast / screencast / online help as part of each release. Us
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CiviCRM Accessibility
CiviCRM version 1.6 has been evaluated by a third party for compliance with Section 508 § 1194.22 paragraphs (a) through (p). To accomplish this, CiviCRM engaged Brian Reed, a San-Francisco based consultant specializing in web accessibility issues. Brian
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CiviCRM Advisory Group
This is the home page for the CiviCRM Community Advisory Group. The Advisory Group was formed in February, 2009. Member term is 2 years - half of the current members in February 2010 in order create a succession sequence with continuity across years. The
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CiviCRM Affinity Group Meeting 11am 03-22-2006
CiviCRM Affinity Group Meeting Wednesday, March 22, 2006 11:00 am - 1:00 pm The Westin Seattle 1900 5th Avenue Seattle, Washington 98101 This session will bring the CiviCRM ecosystem together to get questions answered and do a little planning for the futu
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CiviCRM and AJAX
Status Update June 2009 jQuery will be replacing dojo as the core AJAX library in v 2.3 http://forum.civicrm.org/index.php/topic,8510.msg36833.html#msg36833 (Although this page was last updated in 2006, it currently comes up first in June 2009 when search
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CiviCRM and Drupal
The current version of CiviCRM is based on Drupal 4.5 (soon to be Drupal 4.6). We have made a strong attempt to integrate well with Drupal. At the same time, we've tried to be cautious with the amount of code we share with Drupal. We'd like to avoid getti
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CiviCRM and IE
CiviCRM seems to have a couple of issues when used in Internet Explorer. This page is to try to enumerate those issues before making CiviCRM IE-compatible. After a 20 minute tour of the rest of CiviCRM (except CiviMail), I did not find any additional IE b
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CiviCRM architecture session
Different libraries for accesing SQL Integration with Drupal is via _menu and _user (registration and my account, deleting a user) We take over from CiviCRM_Invoke CiviCRM is pear based. Quick Form Quick Form controller (for wizards, import mailing etc) B
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CiviCRM as a Donor Database Evaluation
Inspired by the comparison charts at Techsoup and AFP and Grassroots Funding Journal and Nonprofit Times and others, I thought it was time to rectify the fact that CiviCRM appears on none of these charts. One wonders if one needs to have a bigger marketin
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CiviCRM as a Low Cost Donor Management System
This review mirrors the format and methodology employed by Idealwarein their Low Cost Donor Management Systems (April 2009) report. At the time Idealware did not consider CiviCRM to be a donor management system. CiviCRM www.civicrm.org CiviCRM is an open
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CiviCRM books
CiviCRM has three published books CiviCRM user and administrator guide (freely available, collectively authored and published using flossmanuals http://en.flossmanuals.net/civicrm/) CiviCRM developer guide (freely available, collectively authored and publ
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CiviCRM Code and Test Sprint - New York September 2010
When and Where September 18 - 19, 2010 9:00am - 5:30pm rayogram 79 Leonard Street, Suite #5 New York, NY 10013 Lunch will be provided. Register here! Who This sprint is intended for CiviCRM / Drupal / Joomla / PHP developers. You do NOT need to have prior
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CiviCRM Code Framework
(TOC page for branch which will document our framework. Audience - development team, especially new team members, as well as other developers interested in contributing code.)
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CiviCRM Code Sprint April 18, 2010
Want to participate in a sprint on CiviCRM rather than Drupal while you're in San Francisco? Want to learn about CiviCRM while doing something for the community rather than taking more formal training? Join other like minded folks the day before DrupalCon
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Civicrm configuration changes
WORK IN PROGRESS Misc notes Civicrm on dev.kabissa.org seems slow! got logged out of joomla several times while importing. realized I had to create a user for myself so I can be associated with the orgs/people I added client_info database field matching
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CiviCRM Consulting Rate Sheet
The CiviCRM team engages in selected consulting projects as a primary means of sustaining the project. We try to adhere to a few simple rules when choosing a project: The project has the potential to add/improve CiviCRM functionality. The organization has
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CiviCRM Developer Trainer Instructions
Introduction This training consists of a number of building blocks that you, as a trainer, can use during the training. The overall goal of the training is to get participants to start moving their learning process in the world of open source software an
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CiviCRM Developers Bootcamp
CiviCRM Developers Boot Camp We are evaluating interest in a Developers Boot Camp - to be held in San Francisco during the month of June or July. The event would be a 2-day intensive training and hands-on development session and provide a great chance for
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CiviCRM Documentation - OBSOLETE
This section contains a prior version of CiviCRM Documentation. Go to Documentation Home for all current topics. CiviCRM Documentation (OBSOLETE) Installing and Upgrading CiviCRM can be hosted inside the CivicSpace/Drupal OR Joomla! / Mambo content manage
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CiviCRM Documentation Survey Responses
Kieran Lal at CivicSpace distributed a survey collecting info on folks current CRM processes, and their needs. This was done to help inform the development of documentation for CiviCRM. b>Please tell us how you have managed your community/organization con
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CiviCRM Drupal Taxonomy Integration
This is an attempt to add a hierarchical custom data type for use in CiviCRM with the parent/child structure defined by a Drupal vocabulary. Whew! Finally got something worth showing. It's pretty rough and not fully integrated with CiviCRM. My goal half w
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CiviCRM European-International Teleconference
When: Wednesday 8 April at 16.00 CET / 15.00 GMT for 1/1.5 hours How: Skype conference Agenda Update from Francesco on what he has done with civicrm.eu Relationship between european work and other international work Come up with a plan and agreement for .
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CiviCRM for Canvassing and GOTV
Introduction This is based on the work done by Will B: http://civicrm.org/blog/6885, http://mywillbrownsberger.com/node/41 and CiviEngage You can read the IRC meeting logs here Sponsorship if you can help support this work, please make a donation here Est
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CiviCRM for Local Infrastructure Organisations (LIOs) in the UK
Start here! Who are you? Managers and non technical staff at LIOs start here ICT and technical staff at LIOs start here UK developers start here Funders start here Aims This project aims to develop a package of appropriate, effective and sustainable tools
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CiviCRM Hot Sheet
04/22/2005 CiviCRM is currently actively soliciting the following feedback: Review and Comment on the Demo Demo server is up at http://sandbox.openngo.org/crm/ (this is an unstable server- it will be up and down) http://objectledge.org/confluence/display/
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CiviCRM HR-Book-Code Sprints - Final Report to OSI for August 2011 Sprint
Summary On August 22nd, CiviCon happened in London, with 90+ attendees from 15 countries. There were several sessions at the conference focused on using CiviCRM for Human Rights work as well as for grass-roots organizing and advocacy. Immediately after th
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CiviCRM Internationally
A one page document from 2006 outlining how CiviCRM is being used internationally is attached to this page.
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CiviCRM Marketing
This page is a central resource for the ongoing community-led marketing effort to promote CiviCRM. Google Docs: Google Spreadsheet Google Sector Template 2011 Achievements/Review (pretty impressive in my view) CiviCRM.org Pages: Spread the Word Page Marke
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CiviCRM on civicrm.org Acceptable Use Policy Draft
CiviCRM on civicrm.org Acceptable Use Policy This is just a draft, so it's not yet in effect. Background On the CiviCRM Community Advisory Group 2/09 conference call, it was decided to setup CiviCRM on civicrm.org in order to "eat our own dog food," i.e.
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CiviCRM Professional Support Program
Draft support program plan. CiviCRM Professional Support Program Our Professional Support Program provides a safety net for you and your clients. We can help: debug critical production issues troubleshoot upgrades or complex data migration make sure your
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CiviCRM project at De Goede Woning
This is the homepage of our (EE-atWork) project installing CiviCRM at De Goede Woning, a Dutch social housing corporation. I will mainly use this page to keep track of all the localization tasks, all the customizations I need to develop and all the links
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CiviCRM Project One Pager
What? CiviCRM is an open source project to create relationship management software for the nonprofit and nongovernmental sectors. CiviCRM stores information on the universe of people associated with a nonprofit organization and on their interactions (emai
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CiviCRM Project Update- 02-09-2005
CiviCRM Update 02/09/2005 David Geilhufe 1. Public Data Model & API We have released the first drafts of the public data model and public API. http://civicspacelabs.org/node/view/6365 We need your feedback as soon as possible. The more detail the better.
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CiviCRM Reviews
Recent Reviews NTEN CRM Survey NTEN Webinar The MFPL/Progressive Technology Project CRM review Blog review(s) Michelle Murrain Arnstein Larsen Gaurav Verma Kathy Reid BlueNC Technology on a Shoestring Fair Vote ca Older Reviews OpenMUTE evaluation Ethan W
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CiviCRM Roadmap
CiviCRM Roadmap CiviCRM is the first internationalized, open-source CRM platform designed specifically for nonprofits, offering a web-based constituent database integrated with online engagement tools (online donation processing and donor management, bulk
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CiviCRM Team
Meet the CiviCRM team... U.S. Team Donald Lobo Dave Greenberg India Team Kurund Jalmi Deepak Srivastava Yashodha Chaku Kiran Jagtap Sunil Pawar Shailesh Lende Amiteshwar Prasad Neha Saraph Sunny Sharma Poland Team Michał Mach Piotr Szotkowski
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CiviCRM Team Meetups
Page: CiviCRM Unit Testing basic information Goals Get all the API tests to the state where there are no fails or errors Introduce simple API behaviour checks - calling each API method with empty params and calling each API method with params of wrong type Terminology test suite - all the tests that
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CiviCRM User and Administrator Training - New York September 2010
A comprehensive two day hands-on training course covering the configuration, administration, and every-day use of CiviCRM. This event is aimed at administrators and technical users at organisations that are either using CiviCRM, or interested in evaluatin
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CiviCRM User and Administrator Training - Washington DC, March 2011
A comprehensive two day hands-on training course covering the configuration, administration, and every-day use of CiviCRM. This event is aimed at administrators and technical users at organisations that are either using CiviCRM, or interested in evaluatin
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CiviCRM v1.0
CiviCRM v1.0 Roadmap Milestone Target Date v1.0 Draft Requirements published (feature set, use cases) Ongoing Core Schema / Business Object Definitions published for "final" review cycle 1/31/05 UI prototypes 1st (primary use cases) published for communit
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CiviCRM v1.1
Features and Enhancements for CiviCRM v1.1 This list summarizes the new features and enhancements incorporated in our scheduled 1.1 release. Check out CiviCRM v2.0 for a preview of candidate features for future releases. Drupal/Civicspace Integration Inst
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CiviCRM v1.2
Features for v1.2 The following features have been implemented in the v1.2 release. Integration of Ajax framework and implementation for key UI improvements (Kurund) Date-picker calendar widget Data Import Support for saving and retrieving Import Field Ma
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CiviCRM v1.3
v1.3 Release Summary CiviContribute Phase 1 Phase 1 features, and engineering specification are here... Data Import / Export CRM-518 Export for PRIMARY contact fields should include a location_type column (Street Address-Work), and Phone and IM columns sh
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CiviCRM v1.4
New Features for v1.4 This page highlights some of the key enhancements and fixes in v1.4. Click the issue-tracking code link for more detailed specifications and current status of the item. For a complete listing of all new features and fixes - check out
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CiviCRM v1.5
v1.5 Feature Summary Items which are in progress or completed have been assigned an issue-tracking code (e.g. CRM-999). Click the issue-tracking code link for more detailed specifications and current status of the item. Memory and Speed Optimizations Civi
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CiviCRM v1.6
Release Summary for v1.6 These features and improvements have been implemented for the 1.6 release. View open (unresolved) 1.6 issues here. View details for completed 1.6 issues here. Please give us your feedback and suggestions for tne next release (v1.7
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CiviCRM v1.7
Features for v1.7 These features and improvements are in the queue for the 1.7 release - currently scheduled for March 2007. An alpha sandbox where you can try out the new functionality should be online in mid-late February - check back here for a link. P
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CiviCRM v1.8
Features for v1.8 This document covers planned features and improvements for the 1.8 release. The release is now in feature freeze, and issue tracker entries have been created with detailed engineering specifications for all planned features. We're target
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CiviCRM v1.9
Feature Summary for CiviCRM v1.9 This is a CiviMail focused release, which also includes some enhancements to the core Groups functionality. Groups CRM-2263 - Implement Group "types" for Mailing Lists and Access Control Groups. This allows us to filter th
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CiviCRM v1.9 - Dev Team Bug Report
Open Issues Resolved Issues
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CiviCRM v2.0
Planned Features for v2.0 Note that v2.0 will ONLY support PHP5.2+, MySQL 5.0.x+ (later releases only), Drupal 5.x, Joomla 1.0.13 Note that we have pushed back the v2.0 final release date due to the volume of issues being filed by the community. This will
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CiviCRM v2.0 (original list)
Candidate Features for v2.0 These features are under consideration for CiviCRM 2.0 release: CiviContribute Phase 3 Create a Campaign/Project class and allow users to link Contribs/Contrib Pages to them Tell a Friend Support work-flows for Thank-you Letter
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CiviCRM v2.0 - Dev Team Bug Report
Open Issues 1. Administer CiviCRM › CiviCRM Profile › Custom Profile Fields › All data showing in the drop down (not pertaining to Individual, Organization, Households) 2. Batch Update Via Profile >> Add Custom Data. Custom data is not added to contact. -
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CiviCRM v2.1
Features for v2.1 Note that v2.1 will ONLY support PHP5.2+, MySQL 5.0.x+ (later releases only), Drupal 6.x, Joomla 1.5.x The approximate timeline for 2.1 is: Code freeze: July 23rd Alpha release: August 6th Beta release: August 28th Final release: October
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CiviCRM v2.1 Menu Structure
Menu Fixes : Open Issues When you delete participant records, using delete action after search, user is redirected to dashboard instead of Search. This group of issues are all task related, and the "Find Contributions" examples probably occur in each of t
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CiviCRM v2.2
Features for v2.2 The approximate timeline for 2.2 is: Code freeze: December 3rd, 2008 Alpha release: January 12th, 2009 Beta release: February 4th, 2009 Final release: March 11th, 2009 Core CiviCRM CRM-3788 Admin can "force" the Create User option in a p
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CiviCRM v3.0
3.0 Key Features List Release 3.0 was previously referred to as 2.3 CiviReport Reporting framework plus ~20 out-of-the-box reports on Constituents, Contributions, Events, Membership and more. Component specification and report listing Usability Improvemen
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CiviCRM v3.1
Candidate Features for 3.1 Release Note that 3.1 has an aggressive schedule and timeline primarily due to some consulting obligations. Most of the work in 3.1 is sponsored work. If you are interested in sponsoring some more work for this release please co
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CiviCRM v3.2
Candidate Features for 3.2 Release Schedule Alpha: June 6th, 2010 Beta: June 15th, 2010 Final: July 28th, 2010 Issues currently assigned to 3.2 in the issue queue Core CiviCRM Modify form and page code to reduce the work done on ajax requests. For example
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CiviCRM v3.3
Candidate Features for 3.3 Release Schedule Alpha: October Beta: late October Final: November Issues currently assigned to 3.3 in the issue queue Core CiviCRM Check the HRD Phase 3 Spec, specifically the Larger Projects section for a more detailed descrip
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CiviCRM v3.4 and v4.0
Candidate Features for 3.4 (D6/J1.5) and 4.0 (D7/J1.6) Release Schedule The below dates are very rough and are subject to change. This is our best guess estimate. Please make a contribution to support the project and help make timely releases happen! Code
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CiviCRM v4.1
Candidate Features for 4.1 Release Issues currently assigned to 4.1 in the issue queue Complete List Core CiviCRM CiviCRM integration with Wordpress migrate everything to API v3 including drupal modules and testing frameworks add social plugins to Event,
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CiviCRM v4.2
Candidate Features for 4.2 Release Under evaluation Remove js code from php and templates and move it to filename.js.tpl Upgrade Smarty to 3.0 Improve upgrader and consider using Batch API Profile UI Changes Migrating to DBTNG for database layer Wordpress
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CiviCRM Web Services API use cases
Remote Event Registration System We have a remote CMS that provides integrated Event tracking and registration. We intend to have users setup events in that system, but have registrant information passed back to CiviCRM. When a user signs up for an eve
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CiviCRM Wiki
If you're looking for CiviCRM documentation, go here.
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CiviCRM Wordpress integration
See http://civicrm.org/mih#wordpress for funding status. From the MIH page: "The exact feature set is yet to be determined, but the goal would be to make CiviCRM a WP plugin and act as other WP plugins would. We expect the first integration to be simple a
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CiviCRM.org Redesign Project 2011
We are working on a major overhaul of the CiviCRM website to better market and distinguish our platform from the pack of competing CRM solutions AND to better serve prospective and current community members. The folks at rayogram have reviewed our existin
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civicrm.org tasks
Make CRM-dev more friendly Johanna and Carol from community partners mentioned that the email list was intimidating for new folks. Edit the welcome message to be more specific and welcoming. Create an email list sign up box on the front page. - support mo
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CiviCRM.org v2 IA
CiviCRM.org v2 Information Architecture Principles: Solution-seeker needs more prominence Show a more "human" front Organize around audiences and tasks Notes: Horizontal navigation with dropdowns Landing page descriptions with page title Proposed Informat
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CiviCRM1.0
Page: CivicSpace 1.6 Wish list For each item, identify the problem, any evidence/use case of the problem, a proposed solution, and any CivicSpace resources that can be allocated. Support organic groups integration. Making CiviCRM group members into Drupal users with Roles. Titles on al
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CivicSpaceWishLists
Page: CiviDataSync Specification Project Description This project syncs one or more child databases to a master database. The databases might exist in different geographic locations. For the first phase we will only consider core contact and related objects and do the sync via a regular
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CiviEvent - Feature Candidates
Please post detailed descriptions of your requirements for the future releases of CiviEvent on this page. Be sure and review the Phase 1 features, as well as the CiviEvent section of the 2.1 Roadmap as you think about your use cases. Scheduled for 2.1 Ref
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CiviEvent - New Features for 2.3
This page contains proposed new functionality for CiviEvent - to be implemented for CiviCRM 2.3. Special thanks to Chris Ivens for his contributions in designing and implementing an initial version of the Waitlist feature. Please try to focus your comment
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CiviEvent - Phase 1 Requirements
CiviEvent Phase 1 has been released in Version 1.7. You can review CiviEvent - Phase 1 Specifications and CiviEvent Admin Documentation. You can also review and add to CiviEvent - Feature Candidates requirements. Suggested Primary Use Cases - CRM contact
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CiviEvent - Phase 1 Specifications
This is a draft specification. We are actively soliciting community feedback prior to finalizing the specifications on or around December 7. Please review this document carefully and post feedback and questions as comments on this page. This document refl
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CiviEvent testing
This is currently work in progress. This document details the tests carried out for CiviEvent 3.0 keeping in mind the newly added features as documented at - http://wiki.civicrm.org/confluence/display/CRM/CiviEvent+-+New+Features+for+2.3 as well as in iss
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CiviGrant Phase 2
Use this page to discuss and develop ideas for improving and extending the intial (v2.0) implementation of CiviGrant. 1)Create new option groups 'financial_record_type' name Description In_out grants_in Grants In In grants_out Grants O
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CiviLingua - support for multi-lingual sites
CiviLingua - Multilingual site support using internationalization (i18n) and localization (l10n) Background CiviCRM up to version 1.5 supports a single localization for a site. A number of languages are supported in terms of having the CiviCRM interface e
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CiviMail
CiviMail Component Overview Front End Enter Name of Mailing Choose Target Set choose upto 5 include groups / saved searches choose upto 5 exclude groups / saved searches choose upto 5 exclude recipients from previous mailing (mail only sent to primary ema
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CiviMail Issues
Internal stuff, mailing lists etc sendmail cleanup, tokens [???] CRM-domain preferences to save field settings?, domain address stuff (CRM-700) [done] figure out 'templates' feature in send mail wizard - eliminate functionality for 1.4 [done] need to expo
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CiviMail Multi-Org Support
CiviMail Multi-Org Support This page describes how the new multi-org support proposal impacts CiviMail, especially w/ regards to token substitution. U.S. PIRG Use Case One of the most important features that U.S. PIRG needs in terms of multi-organization
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CiviMail Optimization Project
Features More and more organizations are using CiviMail to send mail to 100K+ contacts. This project is aimed at allowing the CiviMail delivery process to scale to larger jobs and deliver at a faster rate with a smaller memory footprint. The goals of the
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CiviMember - Community Specifications and Comments
Status This specification is currently an incomplete draft. Section headings similar to those in the CiviContribute Specification spec have been roughed in. A data - centred view is mapped out starting at #Membership. Phase 1 Scope / Assumptions CiviMembe
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CiviMember - Phase 1 Specifications
Specification Status This draft specification covers the proposed features for Phase 1 implementation of membership management features - slated for CiviCRM v1.5. It incorporates many of the requirements and concepts developed by Joe Murray, with addition
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CiviMember - Phase 2 Specifications
This is just a few point form notes, to be fleshed out into more detail. Renewals There are three major approaches to renewals that an organization can take if a contact makes an additional contribution partway through their membership Additional contr
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CiviMember Installation und Konfiguration_DE
Installation und Konfiguration von CiviMember Je nach dem wie sie CiviCRM installiert haben, müssen sie die Konfigurationsdatei (civicrm.settings.php) ändern um das CiviMember Modul freizugeben. Wenn sie KEINE CiviMember Verknüpfung im CiviCRM Menü finden
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CiviMigrate
Eileen developed CiviMigrate, a Drupal module, to help migrate data with parent - child relationships into CiviCRM more easily. Initial documentation for the module is present in her blog post here. Installation In your sites/all/modules directory, type d
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CiviMobile Specification
Overview The plan is to create an application that will allow CiviCRM users to interact with their database through mobile devices (phones, tablets, etc). The app will allow users (after authenticating) to access certain parts of their CiviCRM installati
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CiviPetition
This new component is developed for and funded by eTownhall, a website allowing any organisation to create a virtual townhall. One of the function is a petition targeting the Members of the European Parliament (MEPs). Our aim is to create a generic CiviPe
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CiviPhonebank - Distributed Phone Bank Management
A significant part of the below specification is now covered by some work done for the CiviCRM for Canvassing and GOTV project. This spec as it stands is semi-obsolete I've annotated the below spec (in bold) with the corresponding objects from the Canvass
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CiviPledge Roadmap
Pledges are distinguished from Pay-Later or Recurring Contributions by the need to report and track the amounts before they are received. (There is discussion in the Finance and Accounting section where it is also suggested that Contributions should be ab
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CiviReport - Phase 2
Use this page to describe potential enhancements to the CiviReport framework and to specific reports. Drilldown links improvements Links from Summary to Detail reports should point to the detail report TEMPLATE and not to an instance - since instances are
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CiviReport - The Return
Introduction We need to tackle the reporting problem and our previous approaches are not gaining any traction within the community. Custom Search has gotten some amount of traction and is probably a good approach to follow. Given that, here are are our go
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CiviReport Phase 1 Specifications
Draft CiviReport Phase 1 Specifications under construction here... Suggestions for Pre-configured Reports These are use cases for pre-configured reports w/ some input parameters. From Bjorn Arneson: Contact display name + cumulative gift total for contact
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CiviSMS - Specification
Project Description This feature will add two way SMS integration to CiviCRM. SMS will have similar functionality to Email send. You can send SMS to a limited set of contacts or do an SMS blast to a larger set of contacts similar to CiviMail. We will also
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CiviTime timesheet timetracking specifications
In my experience, NGOs have two main elements to track to be more efficiently organised: their contacts their activities CiviCRM handles very well the first one, and is versatile enough to track a lot of activities (a phone call, a meeting...), and thei
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CiviVolunteer, CiviCommittee
The following are initial specifications for a new Volunteer management module for major events to be developed in Drupal for CiviCRM. It is intended to provide Volunteer Management functionality for events specified in CiviEvent Phase I or Phase II. Addi
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Clean URL support for drupal
to use clean url's do the following 1 - read what are clean urls. http://drupal.org/node/15365 http://drupal.org/node/15958 http://drupal.org/node/5224 2 - add the following into the httpd.conf file (if not added already) LoadModule rewrite_module modules
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Clients
Place to store documents (requirements, specifications, task lists, etc.) for individual LIOs using CiviCRM
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Close Date
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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CM Processing Tasks
CM Processing - Tasks Database Migration Steps for migrating current (1.5) production DB to for 1.6 (trunk) use: 1. Create new DB - civicrm_quest - and load latest full dump from quest production backup. 2. Make sure civicrm trunk and quest trunk code-bas
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CMD Spec
Existing CRM System Currently CMD operates two websites: PRWatch.org (powered by Drupal) and Sourcewatch.org (powered by Mediawiki). Both websites share a single user database (hosted on our Drupal site), so a user who registers an account on PRWatch.org
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CMS Users and CiviCRM Profile
CMS Users and CiviCRM Contacts This spec currently is implemented for Drupal integration, but is intended to apply for other CMS implementations. The basic model is that every CMS User should have a linked CiviCRM Contact record. However, CiviCRM Contacts
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Code and Usability Sprint Schedule
Wednesday: 10:00 - 10:30 Code sprint meeting 11 folks 10:30 - 12:00 CiviCase meet - DaveD, Yashodha, DaveJ, DGG, TimO Test - Peter, Jamie Usability / jQ - Xavier, Kurund Tokens - Eileen 12:00 - 12:30 - TALK Recap of previous meetings Code tasks for rest o
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Code for Change status
Now that Code for Change is done, this document describes the status of the things we worked on in CiviCRM. The three big pieces we implemented are: Standalone UF (no CMS required) Nestable groups (parent and child groups) Multi-organization support (grou
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Code, UI and Usability Sprint Plan - London August 2011
Adding various topics from the forum thread split by how much work is involved: Quick fix Projects (< 1 day) move the quick search backend to the api - Xavier / Kurund add context to hook_civicrm_tokens and hook_civicrm_tokenValues - Lobo More friendly 'a
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Coding and Documentation Standards
Coding Standards We're following the PEAR coding standards for the php code. It is documented at http://pear.php.net/manual/en/standards.php Please do not leave and whitespaces before the starting php tag "<?php" and leave just one linefeed after the clos
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College Match Application Specs and Tasks
College Match Application Launch This page covers specifications and tasks for the College Match App launch (Aug 15). Milestones Date Task Responsible Mockups Jul 1 College Match App Mockup (with engineering notes) completed. Quest College Match Applica
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College Match Application Testing bugs
College Match Application Bugs and Issues - Round Two Add new issues to Open Issues section in the relevant application cateogory - include the "flow" to recreate the issue, the URL and exact error messages. When an issue is resolved, mark it with astrike
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College Match Processing Specs
College Match Administration and Processing This page covers specifications for the College Match processing phase (Oct 1 thru Nov 30). CiviCRM and Quest tasks are listed here. Milestones Date Task Responsible Mockups Aug 30 Admin module specifications
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College Match Testing Instructions
Use the workflow below to complete a full testing cycle for the College Match application, including Partner Supplements and Recommendations. For an overview of the application and roles - review the Background Info section on this Jira issue. All testing
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Combined Contact & Activity Import
Michael Dickson is intending to develop an interface for importing contact and activity data from a single file. The use case is that a walklist has been exported to csv, 'survey' results have been collected and entered into Excel due to speed of data ent
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Common Page Elements
Common Page Elements This mockup shows persistent navigation, search, and quick-entry elements to be included on all (or most) pages. We are evaluating whether to suppress some of these elements in the context of multi-page task ("wizards") - for example
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Community directory and local organising
Proposal for a self identifying community directory of civicrm users, and functionality to help promote CiviCRM at a national level, and to organise local meet ups local groups groups.civicrm.org to help organise meetups. Start with beta.civicrm.org with
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Community Feedback-- START CONTRIBUTING HERE
I want to particpate, but cannot figure this site out OK, yes, there are a lot of pages on this site. And OK, yes, we keep reorganizing things. So please feel free to make any contribution on and CRM-related topic here. Simply register with the site and c
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Competitive Analysis Matrix
Use this section for competitive analysis materials - "things we can learn from other CRM / donor management solutions". Links to public pages on vendor sites may be included, but please do NOT include screen-shots or other potentially proprietary (non-pu
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Compilation tips for vTiger Outlook Plugin
Downloaded the Outlook plugin source zip from the vTiger website and extracted the same to c:\outlookplugin The workspace file (dsw) when opened with VC++ 6.0 was providing a blank project when opened. So checked out the Syncengine code from their CVS rep
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Configure Custom Data
This section contains a prior version of CiviCRM Documentation. Go to Documentation Home for all current topics. What is Custom Data? CiviCRM comes with a standard set of fields for storing, searching, and displaying contact name, address, phone, email...
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Configuring and Customizing - Training Exercises
For the exercises in this series, you are administering a CiviCRM site used by the Boston Community School ("BCS"). The school uses CiviCRM to store staff, student and parent contact information, as well as for fundraising. Getting around / Contacts and t
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Configuring and Customizing CiviCRM
Prerequisites This hands-on 1-day training session is targeted at administrators, integrators and developers who want to learn more about configuring and customizing CiviCRM to meet their organization / client needs. Participants should have some familiar
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Configuring, Customizing and Extending CiviCRM - Chicago March 2011
This comprehensive two-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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Configuring, Customizing and Extending CiviCRM - London August - September 2011
This comprehensive two-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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Configuring, Customizing and Extending CiviCRM - London Sept-Oct 2010
This comprehensive two-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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Configuring, Customizing and Extending CiviCRM - Los Angeles August 2010
This comprehensive one-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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Configuring, Customizing and Extending CiviCRM - New York September 2010
This comprehensive two-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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Configuring, Customizing and Extending CiviCRM - San Francisco 2010
Here is a rough agenda of some of the topics that we think are worth covering. The camp is a mixture of presentations from the core team and community members followed by specific sessions on different topics. It is important for us to get feedback from t
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Confluence and Jira upgrade additional tasks
Confluence: > Something else, important: now we have several versions of each page > that have mostly the same content (v3,v31...). Because the oldest > version have more inbound links, google consider them as the > authoritative ones. Can you when you fr
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Consolidated CiviCRM Cron
Documentation for this functionality can be found at Managing Scheduled Jobs Some remarks from conversations/discussions about this spec that already happened: don't use Cron Expression, just provide ability to configure job to run once a day or every tim
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Consultants Conference Call - Jan 28, 2009
Agenda Feedback on whats missing in CiviCRM and should be high priority for a future release What does not work in current releases of CiviCRM What can be improved in the ecosystem How can we help you How can you help us Details Date Wednesday, January 28
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Consulting Services Agreement
The attached documents (PDF and Word formats) are intended to be used to establish consulting agreements between CiviCRM and our clients. For each client engagement, a copy of the document should be completed with applicable client information and either
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Contact changes
DGG proposed this during our meeting and I felt it was too big a change at that time. On some more thinking, it might be something which we should consider. The proposal is to merge civicrm_individual, civicrm_household and civicrm_organization into civic
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Contact Groups Mockup
Contact Groups Provides details on a contact's group memberships, including explicit subscriptions membership by matching rule (automatic membership) pending memberships (waiting contact's confirmation) opt-outs / exclusions (contact has opted-out or CRM
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Contact Info Logging
This is an attempt to push the discussion at http://civicrm.org/node/674 to a further level of detail. This is intended to specify Phase I functionality and its implementation approach. A Phase II section is included as a catch-all for ideas that might be
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Contact Relationships Mockup
View Relationships for a Contact View, edit, delete relationships for a specific contact. Links to create 'New Relationships'. Examples of User Tasks Identify a contact as being married to another contact in the database. Identify contacts in the database
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Contacts as Drupal Nodes
What is the best, most efficient, flexible, etc. way to expose CiviCRM contacts as Drupal nodes? David Geilhufe Thoughts: The node should expose profile fields. That way you can have multiple types of nodes that all are linked to CiviCRM contacts. Use pro
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Contacts Detail or Summary Report
Provides a detailed report for your org's contacts/list during a given date range (required). Optional Columns All columns are optional because this report will often be used solely to generate statistics and charts, rather than lists (lists are often a l
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Contribution Detail Report
Provides a detailed report for constituent giving during a given date range (required). Report Columns Contact Name Amount Optional Columns Contributor Address Contribution Source Fee Amount Contribution Type Contribution Page ("campaign") Date Received D
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Contribution Summary Report
This is a summary report of your contributions grouped by contribution type (by default) over a given date range Report Columns Contact Name Optional Columns Contributor email Contributor phone Contribution Type Contribution Source Total amount Average co
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Course directory in Civi Alpha International approach
High level overview of Alpha International needs Alpha International supports and promotes Christian organizations (primarily churches) around the world in the running of The Alpha Course (an introduction to christianity) (and variants such as Youth Alpha
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Creating CiviCRM Modules
Currently CiviCRM modules should contain their own user interface and are separate from the CiviCRM module itself. Eventually CiviCRM menus and and task lists will be extensible. If you would like to implement this type of extensible integration, please p
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CRM Idol 2011
Dates and Links Demo: Monday, August 22 at 6 p.m. EDT http://www.crmidol.com/contestant/civicrm http://the56group.typepad.com/pgreenblog/2011/06/crm-idol-2011-update-3-locked-and-loaded.html Overview Evaluation Criteria Company Product CRM-ish Qualities D
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CRM Requirements Summary - Feature List
Define basic contact info in core data model for individuals, households, and organizations. Data model should be compatible with relevant standards (i.e. vCard, Chandler, ???). Support 1 : n contact locations for each contact, and multiple communications
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Cron jobs rework - notepad
RespondentProcessor.php -> (michal) UpdateMembershipReminderDate.php -> (michal) ContributionProcessor.php -> ??? TODO: more drush testing upgrade message (after refactoring in upgrade messaging code) documentation
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CS Comm Survey
Hello, here is the summary of 6.5 responses to the CiviCRM interview summaries. I'll follow up with a proposed outline for documentation. Question 1: Please tell us how you have managed your community/organization contacts in the last month? Summary Conta
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CTI computer Telephony Interface
They have been various projects and requests about a better interface between a PBX and CiviCRM. This page aims to clarify the needs in order to see if there is a common enough demand to launch a MIH project. Although the concepts are likely the same no m
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Current Employer Report
This report show the list of employee with Employers Report Columns Employer Name Employee Name Optional Report Columns Demographics Job Title Employee Since ( ( Relationship Start Date ) Employee contact details Filter Employer name Employee name Employ
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Current status of Integration
Feature List for Outlook Integration A brief context on what's happening with outlook integration: Currently Contacts are getting copied form CiviCRM to Outlook. Updating of Contacts in Outlook when updated in civiCRM is working. Moving of contacts from O
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Curriculum
Drupal/CiviCRM Training Curriculum - DRAFT Author: John Kenyon Overview This is a User-Centric Product Training This training introduces students to the tools "Drupal" and "CiviCRM". Drupal is a tool that helps organizations organize and manage the conten
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Custom Fields v1.8 or 1.9
Custom field re-work requirements / suggestions High level requirements: Support 100-120 custom fields per CiviCRM installation without significant performance degradation. Allow users to create these fields via the UI Ideas: Retain custom data group user
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Custom Group, Field, Value
As mentioned by Lobo in his blog http://civicrm.org/node/150, The drawbacks for current custom data model are: * Custom values are stored in a thin table, one per value. This table will grow significantly for large number of custom values * Primar
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DPage: DA - CiviCRMBased on http://wiki.civicrm.org/confluence/display/CRM/ACL%27s%2C+Organic+Groups+and+Multi-Org, the following qualify as deliverables for meeting the project's goals. There is a list of caveats at the end that need to be accounted for in these deliverab
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DA - CiviCRM Issue Tracking
#01: Getting "Sorry. A non-recoverable error has occurred." error with import-script for users require_once '/home/dseed5/www/demsabroad/sites/all/modules/civicrm/CRM/Bridge/OG/Drupal.php'; ini_set('memory_limit', '400M'); $result = db_query('SELECT uid F
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DA - Time tracking
DA Project Details Date Start Time End Time People Involved Total Hours Project Category Description 08/15/2007 - 09/15/2007 CiviCRM Team, Shane Hill 75 CiviCRM v1.9 This was a major upgrade to CiviMail and incorporate all the features needed by DA. W
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DA Performance Issue page
I'm still gathering data. The slow query logs are actually informative, and I suspect you will recognize what part of the app generated the SQL. The enclosed file contain 7 slow queries we've seen more than 1 time, most of which take longer than a minute
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Data Imports
CiviCRM will have to support the import of data from a variety of sources. Primary sources will be: Outlook Secondary sources: Other considerations: User has three addresses: Primary, Alternate, and Business. They should be able to import them as three lo
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Data Model Changes for 2.x
The pages in this section are draft specifications for modifying / improving CiviCRM's data model for the 2.x release series.
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Data structure 2 - invoice side + plan
In order to provide the functionality that is required under the CiviAccounts umbrella (part-payments, statements of account, invoices, provide scope for carts, & banking reconciliations) we essentially need to be able to map this structure against accoun
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Debugging using LOG.php in DRUPAL and CRM
Am not using it anymore. have kept it here for history.
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Dedupe - Phase One
Phase One Feature Span As with other parts of CiviCRM, the dedupe module will be implemented in phases; based on the speed of phase one development and the reliability of the module, CiviCRM 1.8 will ship with just phase one or more features. Phase one is
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Dedupe Changes for CiviCRM 2.1
Introduction and the Old Approach We want to revamp the base dedupe engine in CiviCRM 2.1. - the code used in CiviCRM 2.0, Dedupe works based on a set of rules that say what does it mean that two contacts 'match' in the given rule's context; every rule ha
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DeDupe Optimization Project for v3.3
Background Reading Jason's blog post on dedupe Forum topic on dedupe optimization , specifically this post. Some additional features and suggestion in Xavier's blog post. Specific Goals We suspect the reduction in query time will be significant. However
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Deduping Contacts
Deduping Contacts (summary of conference call with Bob Schmitt) Minimizing/eliminating duplicate contact records in a CRM database is important to many organizations. Deduping functionality may be needed in several workflows: Importing a batch of contacts
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Definitions
This is where we'll define terms as we're going to use them here. All the words that people throw around in this domain are quite varied in their meaning. They also mean different things to the many people from different domains who might eventually fin
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Delete
Moved to an internal Physician Health page.
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Demo
This page is a one-stop-shop for making comments on our public sandbox (work-in-progress). You can find more about participating in the CiviCRM project here: http://objectledge.org/confluence/display/CRM/How+to+Participate The sandbox is available here: h
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Dennis Gray
Page: Detailed Member Management Use Case from Joe Murray (from a post to crm-dev) A political party I work for tracks involvement as follows: Member: status 1 new, 2 current, 3 lapsed (haven't paid this year), 4 old lapsed (haven't paid this year or last year), 5 haven't paid for more than 2 years. Membership i
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Developer - Training Exercises
Code walkthru Exercises Enable all debugging switches in Global Settings Screen Add the following to your settings file: define( 'CIVICRM_MAIL_LOG' , 1 ); define( 'CIVICRM_DEBUG_LOG_QUERY', 1 ); // after a few pages change this to // define( 'CIVICRM_DEBU
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Developer Boot Camp Dec 10,11 - 2007
This is the home page for the developer boot camp. Please add your specs as a child page of this page. We will focus on working with CiviCRM v2.0. This will enable us to make changes in the 2.0 or 2.1 release based on timing. Please read the following for
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Developer Camp - April 2009 (San Francisco)
The Location of the Event has been changed to the Mitch Kapor Foundation Goals for Developer Camp Please add a few things you want to accomplish at Developer Camp. This will help us tailor the camp to your needs. You can either edit the agenda or add your
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Developer Camp - June 2009 (London)
23 - 24 June 2009 44 Wicklow St London WC1X 9HL change of venue - this place is 90 seconds walk from the original venue Agenda and Goals for Developer Camp Please outline the things you want to accomplish at Developer Camp. This will help us tailor the ca
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Developer Camp - September 2009 (New York)
Here is a rough agenda of some of the topics that we think are worth covering. The camp is a mixture of presentations from the core team and community members followed by specific sessions on different topics. It is important for us to get feedback from t
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Developer Conference Call 03082006 11am Pacific
We try to bring developers together periodically to communicate directly with one another about CiviCRM and where it is headed. The next one is sheduled for 03/08/2006 at 11am Pacific time Please use the Wiki to edit the agenda directly. I've put some sug
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Developer Doc Archives
Obsolete pages are located in this section.
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Developer Documentation
All documentation directed to technical aspects of system / core developers should go here.
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Developer Training (1 day)
Pre-requisites This session is intended for experienced PHP developers. You do NOT need to have prior CiviCRM development experience, but you must be comfortable reading and writing PHP and SQL code. Each participant is expected to bring a laptop with the
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Developer's Boot Camp (Melbourne) - April 2008
This is the home page for the Melbourne Developers' Boot Camp which will take place on April 20 / 21 Pre-work The Boot Camps do not have a fixed agenda. The focus is on learning by doing - working on things that people want to learn, solving real-life cli
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Developer's Boot Camp (New Orleans) - March 2008
This is the home page for the New Orleans Developers' Boot Camp which will take place on March 18-19 in New Orleans. Pre-work The Boot Camps do not have a fixed agenda. The focus is on learning by doing - working on things that people want to learn, solvi
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Developing with the CiviCRM team
If you want CiviCRM to do something that it doesn't currently do, and you are sure that it doesn't do it, one approach is to fund the CiviCRM team to do this development. If you choose to contract CiviCRM to develop functionality, your project will need t
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Development Exercise Solutions
Day 1 Customizing templates 3. Eliminate the Middle Name Delete the relevant html section and ensure it works Index: templates/CRM/Contact/Form/Edit/Individual.tpl =================================================================== --- templates/CRM/Conta
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Development Exercises
Templates and Debugging Documentation at: http://wiki.civicrm.org/confluence/display/CRMDOC/Debugging 1. Enable debugging options from Admin Screen. Ensure that you can clean the templates_c directory and also reset the session. Check and find the log fil
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Development server packages
This page is to log software installation/modification on our development servers. 2005-07-22 civicrm1 and 2 ports/shells/bash2 ports/shells/bash-completion ports/editors/vim ports/devel/subversion ftp/curl converters/iconv textproc/libxml2 security/mhash
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dharmatech.org
CiviCRM Feature Requests These are features that would make our clients lives (and ours!) much easier and would improve the CiviCRM core functionality. Some of this may already be on a future roadmap and/or already in place for 2.0. CiviCRM Core Go-to (or
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dharmatech.org notes
CiviCRM Feature Requests These are features that would make our clients lives (and ours!) much easier and would improve the CiviCRM core functionality. Some of this may already be on a future roadmap and/or already in place for 2.0. CiviCRM Core Go-to (or
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Direct Debit and Direct Credit - Monthly Batches
Distribution Accounts The following requirements need to be integrated into the design below, at least for my client's needs. The process for generating a batch of direct debit transactions needs to be integrated in some way with generating a batch of dir
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Direct Debit integration (UK) requirements and specification
We plan on writing this integration in the following two parts so that it is as easy as possible for this to be extended to cater for other direct debit providers. An abstracted UK direct debit extension A smartdebit (http://www.smartdebit.com/website-dir
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Discard
discard page
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DMG comments
Date Issues Description Desired Behavior 5-30 No quick nav to recent contacts - A block or other UI element should list recently accessed contacts. Allows user to navigate from administration to contact screens and to quickly access recently manipulated c
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Documentation space switching
General description General rule is: Every version has it's own space (CRMDOC31, CRMDOC40, etc) Exception to above is whole 3.4/4.0 version split pattern - we're using higher number for naming the space. CRMDOC is a simple redirect in Apache - it just red
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Documents from repo
Page: Dokumentation_DE Hier entsteht eine Sammlung von deutschen Dokumenten über CiviCRM. CiviCRM 1.7: eine freie Open Source eCRM Lösung! Wir freuen uns ihnen die neueste Version von CiviCRM - Version 1.7 vorzustellen. Wir danken allen die uns beim Testen der Beta Versionen g
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Donation.txt
Donation -------- Donations are an integral top level component of CiviCRM and allow site admins to create customized donation flows (and pages) and site users to make donations of various kinds. Donation Work Flows ------------------- Multiple Page Form
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Donations
MA campaign donations reporting requirements: http://www.mass.gov/ocpf/reporter/Reporter3.htm
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Draft of use-cases to verify
use case 1 - Splitting automated credit card payments A person commits to paying for: - Annual member dues of $4,000. - Tuition for 3 children ( $800 per child) $2400 total - A Building Fund commitment of $2000. So the total order would be $8400.
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Draft RFP for Open Rights Group civicrm implementation
Please comment and edit the below to help improve this draft RFP. Thanks to Michael McAndrew for preliminary comments. Draft request for proposals for implementing CiviCRM for Open Rights Group Project: ORG CRM Client: Open Rights Issued by: Michael Holl
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Drupal Refactoring
h3. Fork * CRM/Utils/System/Drupal.php * CRM/Utils/Hook/Drupal.php * CRM/Core/Permission/Drupal.php h3. Ignore * CRM/Utils/System/WordPress.php h3. Investigate * CRM/Utils/System.php * CRM/Bridge/OG/CiviCRM.php * * CRM/Core/BAO/CMSUser.php * instal
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DrupalCamp Colorado July 26-27 2008
Wes Morgan, Brian Hiatt, and I are presenting on CiviCRM at a Drupal developer camp, giving a session on CiviCRM's capabilities and Drupal-specific integration issues. We will be posting results, presentation slides, and possibly recorded footage here af
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Dynamic Forms
DB Storage of Form Elements ---------------------------- Issues (lobo) ------------- Planning for user-level customizations - vs. global customizations stored in DB Store 'option values/labels' in separate table, or as lists? Flexinode enums fieldTypes ba
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EPage: Editing code - emacs tips.If you are using emacs as the editor for drupal related code then these tips might help you. php-mode to use php-mode for drupal related files (*.inc, *.module) modify file as shown below. [root@bfc11 root]# cat /usr/share/emacs/site-lisp/site-start.d/php
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Electronic Frontier Foundation Projects
1. Export for Acknowledgments Requirements Provide a mechanism to export core and custom contact + contribution + membership data on a regular basis. Data set filtered by contribution receipt date range. Field list attached. Proposed Implementation Create
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Emily Frazier
Most needed at my organizations: 1. Be able to attach membership signup/renew to employer organization rather than individual (http://issues.civicrm.org/jira/browse/CRM-2226). I realize this is for 2.2 version, but it still stands as my most vital need, s
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Enabling Contribution Type to be specified at line item level
To be used for development of specification.
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Entity Table data
The goal of this project is to take another look and minimize the number of places we use entity_table / entity_id. Using this does have the advantage of the same code for multiple objects. However it is probably a bit inefficient and more importantly we
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EU Fosdem camp -february 2011
This comprehensive two-day hands on training course is targeted at administrators, integrators and developers who want to learn more about configuring, customizing, and extending CiviCRM to meet their organization / client needs. You don't need to be a 'd
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EU FOSDEM Developer Camp - February 2010 (Brussels)
8-9 February 2010, right after FOSDEM 2010 72a Rue de la Poudriere Brussels, BRU B1000 Belgium Agenda and Goals for Developer Camp Please outline the things you want to accomplish at Developer Camp. This will help us tailor the camp to your needs. You can
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Event Income Report
Report Rows OverAll Statistics Type Breakdown Status Breakdown Payment Mothod Event Income Report Event :Summer Solstice Festival Day Concert Event Location :S 14S El Camino Way E United States OverAll Statistics Total
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Event Module Notes
Thread on Event Mod Development (response to draft spec from Zack Rosen 11/17/04) ---------------------- Here are some comments based on implementing and supporting an event tool for the past year at ACT. The biggest piece I see missing from Zack's specs
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Event Summary Report
The Event Summary Report provides an overview of event finances. We can include key information, such as event ID, registration, attendance, income generate Report Columns Event Name Event Type Registered/Attended Participant No-show/Cancelled/Pending Pa
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excell, Clare S
What do we hope to get out of this workshop? Check foundations with thoughts for future expansion in mind Make sure we understand basic concepts before beginning data import Meet other users and developers Interested in eWay payment gateway and other Aust
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Existing Code references for 'contribution_id'
The following list attempts to identify the references to contribution objects (via contribution_id) within the CRM section of the code base. there are several patterns of use contribution_id is a method parameter contribution_id is an object attribute co
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Extending CiviContribute to manage money given to contacts as well as that received
Currently, CiviContribute is intended to manage money received from constituents and not the other way round. There are situations where it could be useful to track payments made from a constituent to the organisation using CiviCRM: A charity that is set
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Extending custom groups to auto support new object
Steps currently required to make custom groups support a new object Core And Custom Group Forms Fixing xml / schema to change enum for extends column of civicrm_custom_group table. File - xml/schema/Core/CustomGroup.xml. Fixing upgrade to address above sc
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Extensions
Discussed improvements: store class (and some additional information) in option_value class and in pp table (ditch) move pp/cr additional xml files to info.xml (michal) simplify the class name (lobo) break down complex XML fields (michal) remove the need
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External Module API Draft Proposal
Here is a mirror of the document posted about here: http://civicspacelabs.org/node/view/4425
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External Packages in CiviCRM
This wiki page lists and briefly describes the role and function of external libraries used by CiviCRM. amfphp http://www.amfphp.org/ AMFPHP is a free open-source PHP implementation of the Action MessageFormat(AMF). AMF allows for binary serialization of
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FPage: Facebook IntegrationFacebook Integration for CiviCRM Useful links Main Facebook developers site Facebook App Development Tutorial Facebook Integration Features / Functionality These are some possible features to consider including in the prototype: Add "check for Facebook li
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Fair market value of events membership and donations
The current setting for "Contribution Type" of either tax deductible or not, does not cover many common scenarios at nonprofits. Use Case 1: A nonprofit is holding a fundraising dinner, the event fee is $100 per person. and the fair market is $25. So onl
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Feature Narratives
Various writings by the community on how they would like a CRM system to work.
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Feature requests for Soft Credit Matching Gifts Pledges
Soft credit Soft credit is who gets the credit for having gotten this donation. Every contribution should be able to have soft credit assigned with the possibility of dividing credit among two or more people. This would usually be done by taking the speci
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feature requests, use cases
it would be great to have a search interface for anonymous users browsing public profile data (seems like it would just need to generate the url) a way to send out rss feeds to smart-groups on a regular cron schedule. we are working to make fucktheregents
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Features
Page: Features needed for a CRM system From the mambo forums (dmcole) Need much better group handling. I know that this is a priority for Mambo 5, but I can't emphasize enough how the way groups currently work is a major pain in the patootie. And though committees are like groups, committees h
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Feb 14 - Feb 18
Yashesh Bhatia 1. studying new schema and it's impact on existing code (add individual contact) 2. working on MBI schema. Vishal Gandhi 1. javascripts & css for Add contacts. 2. Add contacts, add households and add organizations form. 3. Refining add cont
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Feb 21 - Feb 25
Yashesh Bhatia Refined the directory and file naming (Contacts to Contact). Cleaned up Individual.php (aka CRUD.php) added modularity to buildQuickForm. Worked on the menu system. Vishal Gandhi Working on developing the Listing template and javascripting.
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Feb 28 - Mar 4
Yashesh Bhatia Learning Search mechanism. Documenting code (using phpDocumentor) Clean up of source tree under ~/svn/crm/ days off 2nd, 3rd. Vishal Gandhi Kurund Jalmi template and code integration according to new model. worked on statemachine, installed
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Feb 7 - Feb 11
Yashesh Bhatia 1 - Studied HTML_QuickForm (the hard way) 2 - Helped fix Smarty and QF bugs. Vishal Gandhi 1 - UI development for Add Contact form. 2 - Had teething problems with Smarty, Javascript and HTML_Quickform. Kurund Jalmi 1 - Worked on DAO and BAO
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February Brussels Camp Agenda
Prerequisites: You're expected to bring your own laptop It would be best if you had CiviCRM sandbox installed on your own machine Day 1 09:00-09:45 (45m) - Welcome, expectations, goals, administrativia 09:45-10:45 (1h) - Intro to CiviCRM architecture, Q&A
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Feedback
Good and got to know the issues that people are facing It wasn't as developer oriented as I thought it would be Found out everything I needed to / interacted. Very interesting +1 Would have liked it to be more developer oriented. Enjoyed myself +2 Good in
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Filing issues along with test cases
This page describes how to file an issue along with test case. TBD
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Finance and Accounting
Discussion and development of proposals for improving support for financial tracking and accounting integration in CiviCRM. General discussion of questions and issue around CiviAccounts is happening on the forum over at: http://forum.civicrm.org/index.php
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Find Cases - Case Listings
Totals in the dashboard, as well as the Find Cases menu item link to this page. Search criteria for cases are: Client Name Related "contacts" (service providers) by contact name and relationship type Case Type Case Status Scheduled activities by date rang
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First Time Donor Report
Show me all the first time donors from date range A to B who's first time gift was between X to Y. Report Columns Contact Name First Gift Amount 3 columns of customizable and save-able data selected from popular data items (Campaign, Fund, Appeal, Const I
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Fixed Length Export and Import
Overview Joe Murray is working on this for a client and hopes to contribute it to core. This is his working documentation - a work in progress. As of 3.1, currently supported import types are csv and SQL queries, and the currently supported output type is
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FOAF Spec
There is a FOAF module for drupal. We should explore how to support FOAF in the datamodel. Anyone have some time to look at the details? http://www.bryght.com/news/bryght-releases-foaf-module
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Form Rendering Notes
Notes on Forms and Templates ============================ Functions for creating each type of form are found in common.inc. These populate the core html tag structure and values (e.g. <input name="$name" value="$value etc) EX: form_textfield() line 1307 T
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Framework Components - Under the Covers
This page summarizes the open-source packages which are part of CiviCRM's framework. All packages we use are included in our SVN repository (and will be included in our distributions as we assemble releases). We are doing this to avoid versioning issues,
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Front Line - New project - initial issue batch
TABLE OF CONTENTS Estimated Hours We estimate the total number of hours to be between 250. This is a rough ballpark number. We will bill HRD at the same rate as the prior consulting arrangement Issue numbers are being added as we file them. Also changing
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Frontline Issues
!!!!!! Activity view screen is not properly aligned, probably one <dl>'s is not closed. Please add all the activity attributes to see this issue. !!!! On "Show Case" screen, we need a link (or button) allowing to add activity to this given case. It would
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Frontline Project Home
Page: Frontline specification TOC List of implementation concepts User interface User interface will need to be heavily customised. TODO: There is a potential advantage in keeping current CiviCRM UI still available for use, mainly for admin purposes, however need to figure out how muc
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Frontline Specification v2
Scratchpad: Questions & Notes Dave: How to search using custom fields extending event? Budget Case management 50h Activity management 60h Grant management 70h Various customs 60h PM & specs 60h TOTAL 300h Timeline Development work will finish on June 29th
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Frontline time tracking
Frontline database (HRD) project time tracking Date Start Time End Time People Involved Total Hours Project Category Description 03/28/2007 02:30 PST 05:00 PST michal 2:30 PM & specification talking over functionality with Wojtek 03/29/2007
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Future Make-it-Happen candidates
Candidate List for Make It Happen Projects New interface for entering batches of contributions. ( 150 - 200 hours ) Centralizing import code and optimizing it for large imports, import api's, may be command line import script for large migration?? ( 150 -
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GPage: GCC Statement of WorkCiviCRM will upgrade the GCC codebase to 1.9 CiviCRM will fix the currently existing issues CiviCRM will create the 7 reports specified here
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Generating CiviCRM Code Documentation
CiviCRM code contains inline documentation which is formatted using the phpdoc standard. This allows you to generate (and update) browsable easily-readable local documentation. Follow the steps below install PhpDocumentor and generate the documentation fi
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Generic Intake
__Scenario: Generic intake of a client __Story: Client walks into a service provider. Service provider staff gathers information about the client and enters it into CiviCRM. __Reports: 1. New intakes Shows unique ID of client, name, contact information, i
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Geoff Adams (Camp Cooinda)
We are at the beginning of integrating Drupal and CiviCRM and are just about to move the main data for the organisation from an outdated Filemaker DB to Civi. As well as the below, some further integration options with Drupal would be great. Understand C
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GeoLocation
This is the latitude and longitude of the location. We might build an automated call to http://geocoder.us/ to get the LatLon for any given location as long as address information is avaliable. OR, more likely we'll use a geo_location module built by Anku
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Getting started with CiviCRM Localisation FAQ
DRAFT LAYOUT TABLE OF CONTENTS What's this whole localisation about? What are the languages available? Do you want to translate CiviCRM into language other than English? Do you want to start new translation and maintain it? What's this whole localisation
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GGC Project - Home
Questions and information for us to get a better idea of the project scope and depth. Also summarizing all we know about the project so far: Roles There are 3 roles in the system. CSR, Auditor, Retrofit Manager. Everyone is a contact with one or more of t
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Gift aid
Functionality to assist with reclaiming giftaid on contributions Requirements include: show which contacts are eligible/ ineligible for giftaid have completed gift aid declarations provide reports to reclaim Giftaid from HMRC batch transactions to be gift
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Gift aid feature requests
check for billing address before using primary address? I think this is a feature rather than a bug, but it seems like a better way for this module to work. I've added a TODO into the code at the appropriate point in the code add an exlude / include batc
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Gift aid implementation
Custom data on contribution eligible for gift aid (required boolean) Contributor name (view only) Contributor address (view only) Contributor post code (view only) Contribution amount (view only) Gift aid amount (view only) These fields are set at the tim
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Gift aid installation, configuration and usage
Giftaid is packaged as a Drupal module. Requirements Note: this module is written for CiviCRM 3.3 and later. It depends on functionality introduced for CiviCRM 3.3. You will need to upgrade your CiviCRM to 3.3 or later before installing this module. The
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Gift Aid report
Provides listing of contributions within a given giftaid batch. Need to provide a list of batches that can be selected (ajax?) Totals the gift amount. (see http://forum.civicrm.org/index.php/topic,11778.0.html) Report Columns date of contribution name of
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Gift aid requirements
Requirements Requirements include: show which contacts are eligible/ ineligible for giftaid have completed gift aid declarations provide reports to reclaim Giftaid from HMRC batch transactions to be giftaided to keep track claim history Custom fields for
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Glossary for translations
This is a list of over 340 words or strings from CiviCRM that you should minimally translate to make your translation useful for your users.If you have translated all those on Transifex, you will have most of the end-user interface of core CiviCRM and the
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Goals for this week .. (4th June)
Abhlilasha: CRM-1562, CRM-1586 DGG: CRM-1857 Deepak: CRM-1917 Junia: CRM-1954, CRM-1956 Lobo: CRM-1959, CRM-1958, CRM-1957, CRM-1955 Kurund: CRM-1518 Manish: CRM-1740 Marshal: CRM-1807 Michal: CRM-1900 Pankaj: CRM-1518 Piotr: CRM-736 Rupam: CRM-1941 Samee
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GOTV
From Riders Date: Fri, 11 Feb 2005 16:31:25 -0500 From: "Gregory Heller" <hellertech@rcn.com> Add to Address BookAdd to Address Book To: riders-talk@npogroups.org Subject: Re: RIDERS-TALK web-based voter file software experiences The NY Democratic Senate
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Grant Detail Report
Provides a detailed report for grant activity during a given date range. ??? Could some of this data (the financial aspects) be optionally displayed in a graph format ??? Report Columns Target Contact Name Optional Columns Some of these can be custom fiel
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Green Media Toolshed Media Contact Manager and CiviCRM
Summary The CiviCRM team is excited about the opportunity to collaborate with Green Media Toolshed in developing it's new Media Contact Manager (MCM) application. We have reviewed the high-level specifications in the RFP and feel that there is a solid tec
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Group management
Document that describes Group Management. Group Management will be done at the Administrative level. The menu path will be "admin/contact/group" - menu normal item There will be different operations passed as get parameters to "admin/contact/group" to per
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Grouped Donor Report
From this group of Z donors, show me all the donors who have made between X and Y number of donations over the time period A to B. Report Columns Contact Name Total Number of Donations in selected Date Range Total Contribution Amount for the gifts in the
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Groups and searching
(placeholder for Neil D/CivicSpace use cases...) Searching Use Cases submitted by Tim Jones at EchoDitto Here are some important search cases that go beyond simple field-matching: zipcode radius search: return the X closest contacts to a given zipcode, or
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GSoC 2011 Application Template
Project Information Title: …a short title, describing the gist of the project… Summary: …a one/two-paragraph summary of what the project is about and how it will extend/benefit CiviCRM… Student Information Name: … Email: … IRC nick: … Other IM (if availab
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GSoC 2011 Ideas
Integrating Apache Solr to make contact and contribution searches faster for users with large data sets. General code-level performance optimization. Helping to improve/extend the API – besides general improvements to the API, there is a lot of CiviCRM fu
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GSoC Project - Aesthetics and Usability
CiviCRM Aesthetics and Usability Google Summer of Code 2008 project (in partnership with Joomla!) Introduction "CiviCRM works great, but its visual design and layout could be better. Joomla! has great aesthetics and usability which would greatly benefit C
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GSoC project description and plan
Abstract "CiviCRM works great, but its visual design and layout could be better. Joomla! has great aesthetics and usability which would greatly benefit CiviCRM." Integration will be a key to improving CiviCRM. Not only does it need to have its own distinc
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GSOC Project Ideas
Joomla! Related Project Ideas (contributed by Brian Shaugnessy) Improve Joomla user integration with CiviCRM contacts delete J user when related C contact is deleted allow creation of J user directly from C contact (add button to create user) improve edit
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Guidelines for writing the Test Cases for V2 api
All the test cases will be created in civicrm/test-new/SimpleTest/api-v2/ All the information needed to for test cases will be provided by common methods (civicrm/test-new/SimpleTest/Test/CiviUnitTestCase.php) Example: Test case for location will first ne
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HPage: Handling Contact Info for ChildrenFrom Greg Delisle <gdelisle@gmail.com> Someone reminded me this weekend that there's legal issues surrounding the personal information of children, that is people under the age of 13. In short, you have to get the parent's permission and the burden is on
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Hierarchical Tags
CiviCRM is managing Nestable groups, it would be great to have something similar for Tags. As opposed to the groups, that introduce new ACL, the hierarchical tags are only a graphical tool, allowing to group related tags instead of having to deal with a l
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Hosting provider information
Hosting Provider Information This listing is maintained and updated by members of the CiviCRM community. None of the providers listed here have been reviewed, vetted or approved in any way by the CiviCRM core team. The goal of this page is to provide a co
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HouseHold (Relationship) Contribution Summary
Provides a detailed report for Contributions made by contributors who are having a relationship with household (For ex a Contributor is Head of Household for some household or is a member of.) Report Columns Household name Relationship Type Contributor na
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HouseHolding
Households - Storing Location Information and Communicating with Household Members Use this page for discussion of current practices, and ideas for improving Householding support in CiviCRM. A working specification for linking Individuals to Household Mai
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How external systems access CRM via the API
Blue sky thoughts. Please provide your ideas. How do we allow external systems to access CRM? Each external system could have a userID and password. The external system authenticates, just like any other user. If the user has permission to do the reads or
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HRD Phase 3 - Case Report
Provides a detailed report for case. Report Columns Client Name Case Subject ( link to all info for the case = case history pop up ) Optional Columns Case Creation Date Case Type Case Status Client Country Client World Region Client Address Client Phone C
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HRD Phase 3 - Field Mapping
This page contains specification and implementation design information for a Human Rights Defender contract of the core team. Case Timeline Definition Open Case (+6 weeks) Case update Case and activity categorisation Activities Legacy db column: activity_
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HRD Phase 3 - Migration plan
Resources Sandbox with no data, CiviCase in target shape (3.2.3): http://hrd.dev.civicrm.org/ (new sandbox) Sandbox with legacy obscured data (2.1.2): http://hrd-legacy.dev.civicrm.org/db/ (old sandbox) Steps Below plan is assuming worst case scenario, th
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HRD Phase 3 - Minor fixes and issues
tag fields for cases (Violation and Case Sub Type) need to reveal whole list of available options when cursor gets into the field migration script should transfer content of custom fields: Languages spoken, Human Rights Defender Type, Irish visa status, T
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HRD Project Phase 3
Proposed tasks and time for each Total Hours: 60 hours Core Tasks Multiple Contacts for a single case 20 hours - db schema supports it, UI does not Activity Tagging 0 hours Available in 3.2 Case Tagging 0 hours Available in 3.2 In advanced search we would
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Human Rights Organizations using CiviCRM
Currently using CiviCRM Front Line (http://www.frontlinedefenders.org/) Amnesty International Transgender Law Center (http://tlc.org) Interested in using CiviCRM ILGA Europe (http://ilga-europe.org/) - contact: Xavier Dutoit
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IPage: I18n developement issuesTABLE OF CONTENTS This page describes problems encountered during the CiviCRM's internationalisation and localisation process. Smarty template caching Smarty caches the template results (in the civicrm/templates_c subdirectory of the files directory defin
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I18n review for v2.0
Common Issues Double Quotes Please use single quotes in the original strings across CiviCRM. This means the POT/PO files don't have any escaped double quotes: grep '\\"' l10n/pot/LC_MESSAGES/civicrm-*.pot Untrimmed Whitespace Please trim leading and taili
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Icon Resources
Resources for icon that are avaliable under GPL, LGPL, Creative Commons or similar licenses: http://www.icon-king.com/ http://www.phpkitchen.com/index.php?/archives/505-Open-Source-Icons.html big zip file of bunch of icons kde-look.org: Icons http://sourc
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Ikamva Youth
IkamvaYouth is a by-youth, for-youth non-profit organisation in South Africa that works with school learners living and learning in poverty and helps them to access higher education or employment. Following our successes (our learners leave school with go
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Implementation
Present plans do not include a full implementation of the multi-organization model. Our focus will be on the following features: 1) Increase compatibility between groups and organizations a) Give groups the option of specifying a corresponding organizatio
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Implementation Design and Plan
1. Set up DB schema 2. CRUD for campaign object. Ability to add only ONE group to campaign do research on campaign tracking and what fields will be useful 3. Create survey_type option group and values. Mark all top level (i.e. UI created) as is_reserved 3
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Import API and custom import module
Page: Import Contacts from Other Sources This section contains a prior version of CiviCRM Documentation. Go to Documentation Home for all current topics. Preparing to Import Your Contact Data CiviCRM provides an Import Wizard so you can easily migrate contact records from other sources into Civi
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Importing Contributions
You can import contributions from an existing application. You must save the information in a CSV file. ContactID and Contribution type are required fields. This means that you must first import the contacts corresponding to the contributions if they are
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Improve Upgrade Procedure
As part of ensuring a strong user-base, it's important that stable release to subsequent stable release upgrades proceed smoothly and for the most common CiviCRM instances can be reduced to a one-click upgrade "a la WordPress". Currently, upgrades can fai
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Improving the Joomla! installer
One of our focus points during the Joomla! Developer Camp was to improve our joomla installer. We spoke with a few folks and have come up with the following plan (which is a combination of JoomlaRes and Nakul's work) Break up the CiviCRM package into thre
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In-depth case audit
This is very preliminary/sparse, but I wanted to put the idea out there. The idea is that it's similar to the Outlook 2003 default layout, where you have a list of emails on the left and the email detail appears on the right when you click one. A nice fea
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Index
{index}{index}
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India
Specific India documentation should go here. We should upload the stuff Claudy did with prerana ot this section
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India Budget
Attached below is the budget for the India development center in its infancy state.
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India Team Assignments CRM-6269
CiviMail 1 - New Mailing (whole wizard, email delivery verification to be figured out or left out for now if too complicated) - civicrm/mailing/send&reset=1 - Sunny Sharma (test is done but broken in current v3.2 ) 2 - Headers, Footers, and Automated Mess
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Individual records
Layout of records All records should be layed out in the same order Start with enough information to identify the record we are looking at If there is a high level way of splitting the record, this should come next (e.g. tabs for the contact screen, or co
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Initiative break down based on data scenario
This is an attempt to separate out the unique aspects of the initiatives discussed into discrete sponsorable entities and to identify the dependencies (i.e. some items depend on the underlying payments work, some on the invoice work, some on both & some o
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Inline Configuration Links for Administrators
The general concept is to provide users who have administer privileges on a screen / form with links to the configuration screen for that form. Use this page to: post mockup or description of suggested text and / or icon for these links and a consistent p
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Input new contact from non-digital source
Organization inputs new contact (individual) from a non-digital source (e.g. signup sheet) Description SM navigates to 'Add Contact' screen SM inputs person's name, home address, phone and email Module checks for possible duplicate (existing) contact reco
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Installation CiviCRM 1.7 für Drupal_DE
Auf dieser Seite finden sie die Anleitung für die manuelle Installation von CiviCRM 1.7 für Drupal. Diese Seite beschreibt die Installation von CiviCRM 1.7 für Drupal. Wenn sie von Version 1.6 nach 1.7 upgraden wollen lesen sie hier weiter. 1. Server Anfo
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Installation CiviCRM für Joomla oder Mambo_DE
Die Joomla/Mambo Komponente ist größer als das 'PHP Upload Limit' auf den meisten Systemen. Wenn sie es auf dem normalen Weg in der Components install/uninstall Seite hochladen, bekommen sie mitunter eine Fehlermeldung. Wenn sie die Fehlermeldung "Failed
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Installation Guide for Developers
This page applies to v1.0 Beta ONLY. Installation Documentation for the latest version of CiviCRM is here. This guide describes the installation process for CiviCRM. CiviCRM on Linux Linux installation has been performed on Debian (both sarge and sid/unst
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Integration
There are some really great suggestions for scenarios listed here. But I think that a lot of these are things that are still a bit down the road. What is most important right now is integration. Currently there are some usable modules for handling contact
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Integration with Microsoft Outlook
Integration with Microsoft Outlook Microsoft Outlook plugin consists of the following features Integrate outlook contacts with civicrm contacts (including addresses and phone nos) Integrate outlook meetings/phonecalls with civicrm meetings/phonecalls Inte
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Interface design guidelines
This page takes a step back from CSS and HTML to look at interface design from a more general level. I think this video is really useful here: http://windycityrails.org/videos#4 I wouldn't have thought this is something that could be part of a 2.3 release
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Interim procedures until Phase 2
Assigning a case role that isn't already available: We decided that for now we can add these as regular relationships, under administer civicrm -> relationship types, and then adding that relationship from the person's contact record relationships tab, an
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Internal QA Tracking
This section contains tracking documents for internal (developer) Quality Assurance tasks, by release. QA Tasks-Version 1.2
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Internal Team Documents
This section should be used for Internal CiviCRM Core Team documents including procedures, project task lists, time tracking, etc.
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Internal Team Documents - OUTDATED
Page: Introduction for developers Page: Introduction for funders Page: Introduction for local infrastructure organisations What is this project offering? We are offering a set of tools for your organisation to manage its internal and client-facing information: A robust database and website for your organisation A project implementation plan explaining how your project will be
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Introduction for technical staff at local infrastructure organisations
Page: Introduction to the CiviCRM world Introduction The introductory session is intended for programmers who are new to open-source programming on LAMP (Linux-Apache-MySql-PHP). The idea for this session came about after a conversation at the CiviCRM European Code Sprint in December 2011. We f
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Introduction to working on test coverage
This page describes the steps to work on test coverage using PHPUnit Coverage Report. When tests check whether a particular method is working as expected, they do that by executing a certain code path through the method. Most methods have various code pat
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Iraqi elections
Use Case 1: News Agency reporters An independent news agency signs up its extended network of reporters across the country to work collective reporting assignments using CiviCRM during the Iraqi parliamentary elections. In addition to the reports that the
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Is it Time for CiviCRM to have a Community Advisory Group?
We've been talking internally about the idea of a Community Advisory Group for CiviCRM. We're thinking that the project has grown to the point where there is sufficient momentum and a large enough community of users, integrators and developers to sustain
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Issues for CiviCase Phase 2 for 2.3.0
Scope of work-related items CRM-4399) [DD] Recent items block on left is neat, but doesn't seem to remember visiting cases, i.e. the Manage Case screen, or activities. Bugs reported Fixed. CRM-4414) a) [DD] Not sure where to go to add our custom fields to
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Issues Just Noticed
Open Issues Trunk - session related issues - CRM-5612 Advance search criteria especially those in ajax panes are no longer remembered. [19 Mar 2010] In "full text search" click any activity or membership or contribution, etc. and clicking on Done button t
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IWPR project
What is IWPR? IWR aims to build peace and democracy through free and fair media. They Establish sustainable networks and institutions Develop skills and professionalism Provide reliable reporting Build dialogue and debate See http://iwpr.net/ for more in
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JPage: Java stack (Jira and Confluence) administrationBasic info Confluence and Jira run in standalone flavour and both have their own Tomcats packaged. Both are installed on /srv partition (/srv/www/confluence and /srv/www/jira), so disk space issues shouldn't be a problem. Both run as their own users. P
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Javascript calendar
Instructions for javascript calendar: Following code need to be copied in template file: 1. Include following files : <link rel="stylesheet" type="text/css" media="all" href="{$config->resourceBase}css/skins/aqua/theme.css" title="Aqua" /> <script type="t
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joomla.org
List of Joomla things we'd like to address preferably with CiviCRM 2.1 in Joomla v1.5 or v1.6 1. How do we make the installer process succeed more often. A couple of issues: Our civicrm.xml file is HUGE (240K, 3367 lines, 3315 files!). Only works with "in
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KPage: Kabissawe will be helping Kabissa with http://forum.civicrm.org/index.php/topic,9761.0.html and will help them in configure CiviEvent so we (and our members?) can organise events with registration etc via CiviCRM import many years of back correspondence into Civ
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Kabissa - CiviCRM Project Specifications
Kabissa's original specifications, designed for a CiviCRM / Joomla implementation, are below. We did not end up moving forward with that project, and the specs are still very much "blue sky". Instead, we have decided to use CiviCRM with drupal instead. Wi
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Kabissa - CiviCRM Statement of Work
CiviCRM will implement the Kabissa requirements as specified on the wiki at Kabissa - CiviCRM Project Specifications. CiviCRM will implement the project in two phases. Each phase is expected to take approximately 100 hours (i.e. a total of 200 hours). The
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Kabissa - CiviCRM Tech Notes
Kabissa issues: spec 1 and spec 2 be more specific with multiple values and hard limit in. For now we are assuming multiple == 2 http://wiki.civicrm.org/confluence/display/CRM/Kabissa+Revised+Spec+1+-+Member+Signup Tobias reply: we have updated the spec w
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Kabissa - Schema Details
Contact Details Contact Info Field : Phone (CiviCRM Built In) (Type: Phone, Fax) (Multiple Values) Field : Email Address (CiviCRM Built In) Field : URL (CiviCRM Built In) Address Info Field : Mailing address line 1 (CiviCRM Built In) Field : Mailing addre
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Kabissa - Status
Kabissa status Open issues Spec 01 (by tobias - 08/28/2007) two emails? one for org verification and another for admin user verification? Manish - I think this is duplicate of the issue from closed issue. Check the closed issue section. Check Spec 01 => b
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Kabissa - Time Tracking
Total hours As of 18 SEPT 2007 => 163:30 Hrs As of 16 OCT 2007 => 242 Hrs As of 26 OCT 2007 => 272 Hrs As of 17 NOV 2007 => 275 Hrs Billed 20 AUG 2007 => 100 Hrs Kabissa Phase 1 Date Start Time End Time People Involved Total Hours Project Category Descrip
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Kabissa Billing Tool Research
General requirements open source LAMP based (linux, apache, mysql, php) strong developer/user community actively being developed lots of contributions easy to install/configure easy to use (even our interns can operate it) Code quality These are rule-of-
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Kabissa Deployment Guide
Install the kabissa code and sample data from SVN Install civicrm from svn. Use the Kabissa branch (http://svn.civicrm.org/civicrm/branches/kabissa). Follow these instructions. We assume that you have downloaded civicrm in ~/svn/civicrm. Please change pat
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Kabissa Ideas Parking lot
Parking lot - holds ideas/questions for later discussion. Use graphics program to design layout of profile pages, etc. as next step for us to help AJ Mailings for non-members handled how? Using civimail? How do they subscribe - via a mailman list? Salesf
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Kabissa Open Issues List
Spec 1- Member Sign up Is it possible to add multiple entries of the same custom field (e.g. phone number) Conclusion: currently it is NOT POSSIBLE to do this - which poses problems for us. Feature request for future version of Civicrm. Spec 2 - Update P
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Kabissa QA Tasks
Tracking page for identifying and resolving bugs and interface issues for Phase 1 release. Kabissa todos noted by Tobias for kabissa: add "check all that apply" to appropriate sign up questions. On "add related people" describe admin contact and technical
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Kabissa Revised Spec 1 - Member Signup
Scenario Bisi from the Association Against the Gender Binary in Lagos,Nigeria, hears about Kabissa from her friend Femi. She goes to a cybercafé in Ikeja, and opens Firefox. She goes to http://www.kabissa.organd clicks on the Membership link in the left h
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Kabissa Revised Spec 10 - Individuals
Scenario #1: Organization adds/removes/updates associated individuals/organizations Bisi has just been notified that her application for AAGB has been approved! She immediately wants to invite her technical volunteer from Canada, Amy, to the profile so t
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Kabissa Revised Spec 2 - Update Profile
This spec is not concerned with: Updating member preferences, or preferences of individual people that work for member organizations Profile pages for individual users of the site Adding people to organizations What the homepage looks like, except that it
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Kabissa Revised Spec 3 - Member Search
Scenario Ms. VIP of the Kenyan Human Rights Network is looking for other human rights networks in Africa to potentially form a pan-African human rights network, or at least informally collaborate on policy lobbying at the African Union and internationally
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Kabissa Revised Spec 4 - Cancel Membership
Note: This scenario is very infrequent and thus is a low priority (priority 3). At a minimum, organizations should be able to follow a link to send an email request to Kabissa to cancel their membership. Scenario Bisi's organization, AAGB, has found a ne
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Kabissa Revised Spec 9 - Mailings and newsletters
Scenario 1: E-mail newsletter drawing from website content Currently, Kabissa sends out a monthly newsletter to both the primary and secondary contact of all active member organizations. This newsletter is a text-based email. There is no way to automati
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Kabissa Roles and Permissions of people in the system
This is only partially filled in to demonstrate what we can do with this. It's another way to verify that we've got all the bases covered. Could be improved by organizing it by spec. options for each field are yes (the person can do it), no (the person is
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Kabissa Spec 1 - Member Signup
Scenario Bisi from the Association Against the Gender Binary in Lagos,Nigeria, hears about Kabissa from her friend Femi. She goes to a cybercafé in Ikeja, and opens Internet Explorer. She goes to http://www.kabissa.organd clicks on the Membership link in
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Kabissa Spec 10 - Individuals
Scenario #1: Organization adds/removes/updates associated individuals Bisi has just been notified that her application for AAGB has been approved! She immediately wants to invite her technical volunteer from Canada, Amy, to the profile so that Amy can ex
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Kabissa Spec 2 - Update Profile
This spec is not concerned with: Updating member preferences, or preferences of individual people that work for member organizations Profile pages for individual users of the site Adding people to organizations What the homepage looks like, except that it
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Kabissa Spec 3 - Member Search
Scenario Ms. VIP of the Kenyan Human Rights Network is looking for other human rights networks in Africa to potentially form a pan-African human rights network, or at least informally collaborate on policy lobbying at the African Union and internationally
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Kabissa Spec 4 - Cancel Membership
Note: This scenario is very infrequent and thus is a low priority Scenario Bisi's organization, AAGB, has found a new Web host for their site, http://www.antigenderbinary.org. She hasn't found any other aspect of Kabissa membership helpful for her organiz
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Kabissa Spec 5 - Order Hosting
Parking Lot What to use for billing - civimember, civicontribute, some other ecommerce module/tool that integrates with joomla or civicrm? is civicspace working on a billing tool that integrates? outsource to ASP Service like http://www.setcom.com ? AJ r
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Kabissa Spec 6 - Renew Hosting
This spec is not finalized, but describes the general process of renewing hosting accounts. We will need to go through it once we know what e-commerce module we will be using to keep track of hosting. All this should be administered within CiviCRM (even i
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Kabissa Spec 7 - Upgrade or Downgrade Hosting
Scenario Wanafunzi wa Uhuru in Tanzania has been hosting their e-mail accounts on Kabissa for several years using the free hosting option. Lately, they've expanded their staff, and need to create more e-mail accounts and use more diskspace. They decide to
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Kabissa Spec 8 - Cancel Hosting
Scenario Jane's organization hasn't updated their Kabissa hosted Web site in 3 years because the person who helped them design it has left the organization and didn't pass on that knowledge. At this point, Jane has decided that the information on their si
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Kabissa Spec 9 - Mailings and Newsletters
Scenarios Scenario 1: E-mail newsletter drawing from website content Kabissa runs one or more e-mail newsletters which people associated to member organizations can subscribe to. At least one Member Admin must receive at least one of them, Kabissa Gong Go
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Kabissa Technical Project Graph
In the CRM and Joomla components - complexity of work increases the lower down the layers you go. There is a video of A.J. Venter drawing the orriginal version of this plan, and describing the steps. If your browser does not have a divx capable avi plugin
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Kindling Trust in Manchester, UK
We are an organisation called the Kindling Trust in Manchester, UK. We already use CiviCRM for our internal database of over 200 small and medium scale organic growers, market gardens, community projects, cafes and schools that are all interested in buyin
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LPage: Lapsed Member ReportThe Lapsed Member Report provides a list of memberships that lapsed or will lapse before the date you specify. Report Columns Member Membership Date Expired Membership status Optional Columns Any other contact info for the member (including location and c
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Layout Standards
Draft document for developing a set of standards for form and page markup (HTML) and styling (CSS). Public vs Backend Pages CSS for Public Pages should inherit CMS styles as much as possible. CSS for "back-office" pages should specify styles for all page
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Linux installation - Drupal and CiviCRM
These instructions apply to the 1.0 Beta release only. For current release installation, refer to our offical 2. Install. TABLE OF CONTENTS CiviCRM is been tested with Drupal 4.5 and 4.6 and CivicSpace 0.8.1. If you already have an instance of one of thes
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Linux installation - setting up the environment
TABLE OF CONTENTS MySQL and Apache2 You will need MySQL version 4.1 and Apache2, together with their development file libraries. These are very popular tools, and you are strongly encouraged to refer to collective wisdom available on the Internet, if you
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List of doc pages which are deprecated or need update
http://wiki.civicrm.org/confluence/display/CRM/Translator+resources(glossary) http://wiki.civicrm.org/confluence/display/CRMUPCOMING/Localization http://wiki.civicrm.org/confluence/display/CRMUPCOMING/CiviCRM+Localisation http://wiki.civicrm.org/confluenc
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Localisation code of ethics
The goal of a localisation community is to develop a generic translation of CiviCRM that can be used in as wide a variety of organisations. There is no such thing as an ideal or perfect translation and there will always be a need for compromise on transla
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Localisation community building howto
Tips & Tricks on how to get translators involved in a translation sprint Invite your users (clients, partners, etc.) to a code sprint. It may be in an office, coffee shop, etc., as long as it has a reliable wifi or network connection. Make sure everyone h
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Localisation stack
Stack components The main stack components are the Transifex project allowing to translate CiviCRM easily and the Git repository containing translations and scripts for parsing the CiviCRM codebase and pulling out ts()- and {ts}-tagged strings into the PO
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Location
Attributes Address GeoLocation. Represented at a Latitude-Longitude value. Phones emails. There has to be a primary email address. Not clear if this is a required field for every CRM record. Fields (use a vcards standard address representation)
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Location Data
Redesigning the Location Data Model Rationale The existing data model for storing address, email, phone and IM data aggregates these pieces of contact data under "locations" - i.e. Home, Work, Main, etc. Although this model has worked reasonably well, it
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Logging
/******************************************************* * crm_transaction; * *******************************************************/ DROP TABLE IF EXISTS crm_transaction; CREATE TABLE crm_transaction( id INT UNSIGNED NOT NULL AUTO_INCREMENT COMMENT 'tab
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London August 2011 Sprints
CiviCon London 2011 will be an opportunity for community member to meet. We want everyone to be able to do some work as well, so planning Code, UI and Usability sprint Code, UI and Usability Sprint Plan - London August 2011 Book sprint Book Sprint Plan -
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London developer and implementer training - Autumn 2011
Introduce yourself and let us know what you want to get out of the training here! I'm Jamie McClelland and I work for the Progressive Technology Project where I do development work on Powerbase as well as maintain our hosting infrastructure using aegir. I
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London May 2011 developer training
Please take some time to introduce yourself and let us know what you want to get out of the training on this page. Let us know if there are specific topics that you would like to see covered.
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London user and administrator training - April 2011
A comprehensive two day hands on training course covering the configuration, administration, and every-day use of CiviCRM. This event is aimed at administrators and technical users at organisations that are either using CiviCRM, or interested in evaluatin
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London user and administrator training - Autumn 2011
Introduce yourself and let us know what you want to get out of the training here!
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London user and administrator training - Feb 2012
Introduce yourself and let us know what you want to get out of the training here!
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London user and administrator training - September 2010
A comprehensive two day hands on training course covering the configuration, administration, and every-day use of CiviCRM. This event is aimed at administrators and technical users at organisations that are either using CiviCRM, or interested in evaluatin
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Los Angeles User and Administrator Training - August 2010
A comprehensive one day hands on training course covering the configuration, administration, and every-day use of CiviCRM. This event is aimed at administrators and technical users at organisations that are either using CiviCRM, or interested in evaluatin
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LYBUNT Report
Last Year But Unfortunately not This Year Report Column Donor Name Email Address Year (Amount) Filter Group Contribution Type Donor Name Result Donor Name Email Address 2007 2008 2009 LifeTime Ms Sheila W Reynolds Sr sheila@demo.com $50 $150 $0.00 $500 Mr
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MPage: Mailings ReportProvides a aggregated report across mailings sent during a given date range (required). Report Columns Mailing Subject Date / Time Sent Number Sent To Statistics / Charts # of opt-outs # of unsubscribes # of bounces # of opens Anything else in the existin
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Making Additional Fields Importable - Hack
These instructions are only valid for environments where code has been sourced from our SVN repository. The required xml/schema files are not included in tarball distributions. If you want to hack certain fields to be importable, it's not too difficult. A
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Making Civi (even more) UK friendly
Some notes from the dev camp. Addresses The state and county thing is difficult to comprehend. The problem is that the all of the states and different areas overlap and are changing all the time. By default the state is defined as an abbreviation - you c
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Making new documentation release on SourceForge
You're going to need SourceForge project administrator privileges and Confluence "Export space" privileges to perform below procedure. In case of any problems with SourceForge, releasing documentation is available here. Go to our wiki, to documentation s
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Mambo Integration
Hi, I've installed and tested the basics of civicrm in Mambo 4.5.2.3 OK, and I'm happily able to do lots of stuff through the backend/Mambo admin screens. However, it seems to me that there is little integration between civicrm and the Mambo system, and n
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Mar 14 - Mar 18
Yashesh Bhatia Studying DB_DataObjects. Worked on data generation script. Fixing bugs regarding autoload and zend extensions, dao's. Kurund Jalmi worked on updation & view for Individual. worked on script for datageneration (Individual+Household+Organizat
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Mar 21 - Mar 25
Yashesh Bhatia completed random data generation script. studying & analyzing error handling. Kurund Jalmi worked on updation & view for Individual. worked on script for datageneration (Individual+Household+Organization) worked on changes to addRule for In
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Mar 28 - Apr 1
Yashesh Bhatia completed search task. completed dynamic select values (caching is pending). Kurund Jalmi worked on sql for Search. Unit testing for contact api. Adding notes for contact to db, displaying notes for edit/view contact. Manish Zope worked on
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Mar 7 - Mar 11
Yashesh Bhatia worked on search contact. Kurund Jalmi worked on building joins for search. Fresh installation on two machines. Made changes to Individual, Organization & Household according to new schema. Worked on script to populate data for Individual +
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Marjorie Roswell
Be able to achieve the following: 1. Public site (no login to drupal or civiCRM) - Standard Drupal 2. User registers for e-mail newsletter - Through CiviMail; Monitor for blacklisting. 3. CiviCRM Individual login as member (members only becomes
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Marketing Materials
Our current and most complete Product Sheet - which includes features from our 2.0 release (updated Sept. 2008) - is available here for download, reproduction and distribution. This 3 page document is a high-resolution PDF, suitable for print reproduction
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Matching Gifts and Soft Credits
Specifications for adding Matching Gift and Soft Credit functionality to CiviContribute. (early draft as of 6/19/2008) Use Cases Soft Credits Assign soft credit for a contribution to one existing contact Assign to > one contact (split amount) View soft cr
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maxQ installation
MaxQ is a web functional testing tool used for regression testing. This page contains information regarding installation of maxQ and some key information for running the maxq test scripts for civicrm. 1. Installation of maxQ MaxQ is available to download
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Medical History
Medical History This page contains all of the CPHN common indicators that can are part of the client's Medical History. Each element has its own page which describes its place in the CPHM reference and the proposed CiviCASE code. (More explanation) Sta
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Medical school of graduation, if Canada
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Meet ups
Tips and ideas for running meet ups Add them here. Records of meet ups Feel free to blog about your meet up and / or make a child page here to record what happened / any outcomes / follow ups.
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Melbourne Bootcamp Agenda
CiviCRM v2.0 demo and features Schema and ERD Custom Groups and Custom Data Groups: Static and Smart. How to modify smart groups using sql and database edit Profiles and their various uses My Account Profile Listing / Edit / Create Search Profiles Batch U
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Membership - Multiple type signup and alternate calculations
This page is for the purpose of defining spec for improvements to CiviMember in future releases. Multiple membership signup Currently Civi only allows the selection of one membership type from the available list in membership signup/renewal pages. This sh
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Membership Detail Report
Provides a details (statistics and charts) of membership with membership type. Report Columns Member name Membership type Optional Columns Any other contact info for the member (including location and custom fields) Membership join date Membership current
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Membership management - allowing membership type to be changed on renewal while maintaining continuity
Requirements Summary Members renewing online (self-service) are invited / encouraged to upgrade their membership when they renew. In-house staff can also change / upgrade membership types when processing a renewal (currently staff can only renew with the
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Membership Summary Report
Provides a summary (statistics and charts) of membership data for a given date range (required). Report Columns Member name Member type Optional Columns Any other contact info for the member (including location and custom fields) Membership join date Memb
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Micro-formats
Overview of microformats Designed for humans first and machines second, microformats are a set of simple, open data formats built upon existing and widely adopted standards. Instead of throwing away what works today, microformats intend to solve simpler p
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Migration of bin to api
As presented by Jamie any api can now run as a cron. We are moving all the various scripts under bin. TODO: Explanation of how to run them from the cli (recommended) or from http bin replaced by api used for CiviReportMail.php api.job.mailReport civicrm_a
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MIH initiative no.1 - basic receipting of part-payments
This is the simplest cut possible of receipting part payments with the use case being that a contribution (eg. an event) might be paid in more than one payment. The work here lays the ground work for more complicated scenarios 1) schema changes civicrm_co
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MIH Specifications
Page: Minutes for 09-02-2009 meeting Present: Brian, Claire, Cynthia, Dave, Joe, Lobo, Michael, Peter, Sarmeesha, Wes, Xavier Web redesign project Brian spoke about the work that is being done to redesign the CiviCRM website. The draft IA can be found here:CiviCRM.org v2 IA, and you can view
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Minutes of Accounting Integration Steering Committee meetings
September 15, 2011 8:30pm EDT: Andrew, Dave G, Dave S, Joe (regrets from Paul) Agreed that we will divide effort to produce documentation for implementation along the lines of tables. CiviAccounts Data Schema - Project Plan shows who is the lead in three
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Module & Extension Compatibility List
CiviCRM though it is a robust machine it is not always compatible with modules and extensions written by other Drupal and Joomla Developers. Below is the start of, hopefully, a long list of modules and extensions that have been community confirmed to be e
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More Objects, More Relations, and Promoting Sharing
I am unsure if the currently proposed features are adequate to support what I'd need. I might be overshooting the scope of this project, but I need something that has a larger scope or I need to know how this could be combined with other modules to give t
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Mozilla Service Week 2009 - Projects
Create a page under this section for each project. Include detailed project task list and results.
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Multi Org implementation ideas
Use Case Lets take a look at the US Political System. (and i think this is similar to PIRG / NZ GP / Canadian GP) There is the National Purple Party. National has organized its core contacts into a few groups. Some of these contacts have been added at a
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Multi-Org Use Cases
The Public Interest Network (U.S. PIRG, et. al.) These use cases were written by Wes Morgan and are typical of The Public Interest Network will use CiviCRM in a multi-org environment. Each of the sub-headings below will categorize the use cases based on t
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Multi-Organization Support in CiviCRM
Note: Starting over here based on conversations about this at CiviCRM Dev Camp, April 2009. Multi-org implementation options 1 or more custom data field on the contact record, smart group based on value in that field, grant permissions based on membership
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Multiple Contact SubType Specification
Background Information and Links MIH Sponsor Page Features Allow contact subtype to have multiple values (from the main edit form) and the ability to display them in view. If no custom data values for this contact, allow any subtype change, else allow adm
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Multiple Contact Subtypes
Multiple contact subtypes At the moment a contact can only be one subtype and that can never change. This can cause problems down the track, for example, when a teacher becomes a parent or vice versa. This initiative is to allow contacts to have more than
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Multiple Drupal sites one CiviCRM installation
From Ethan Winn: I finally got around to installing 4.6.1 to see if the "double vision" problem persisted (so far I haven't it on 4.6, but it persists on drupal from cvs). In the process of testing this I wanted to switch between two drupal front ends and
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Multiple Drupals with single CiviCRM
We are working on a new CRM System for a regional Council for Voluntary Organisations (CVO), which has many client organisations or Local Infrastructure Organisations (LIOs). Each LIO in turn works to support many client voluntary sector organisations. We
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Mumbai meetup plans
Projects Here are some projects that we can tackle as a group when we meet in Mumbai. There will be approx 15 developers, so we can split into 3 groups and work on 3 large projects Search Make Basic/Advanced/Search Builder follow the custom search interfa
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NPage: Name Badge for CiviEventAs of 3.2, this feature has been implemented and is part of civicrm. Name Badges From the list of participants, being able to print name badges (a new action). This is similar to the labels on the contacts but: it has more tokens based on the event (eg. t
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Need to be able to add data in list form
In a campaign setting, be it political or a nonprofit fundraising campaign, actions may apply to wide swath of users. Having to go in and do an "edit profile" for each is not manageable. Or, take the situation where a volunteer is calling through a phone
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Nestable groups
One of the features Code for Change is implementing for CiviCRM 2.0 is nestable groups. This means you can put groups inside groups inside groups inside... This is designed to make it easier to support multiple organizations in one installation of CiviCRM
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New Activity
(Mockup and / or description of changes required in the existing "New Activity" form.) TBD
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New Case
Notes to come.
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New contact type for Position or Office
Proposal for new Contact Type = Position/Office I have come to this through various constraints faced when dealing with the positions (elected or employed) that people hold, especially in regard to what happens when the person in that role changes - and h
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New developer TODO checklist
Account at http://forum.civicrm.org/ Jira account (don't forget to define email!) http://issues.civicrm.org/ Confluence account (don't forget to define email!) http://wiki.civicrm.org/ SVN authorisation account - use different password (not the one for Co
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New Menu Hierarchy
Use this page to work on a draft outline for re-organized / improved menu hierarchy - including component and admin menus. CiviCRM Contacts Create new > Individual Organization Household Search > Basic Full-text Advanced Search Builder Custom > By date ad
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Notes on MySQL 4.0 Compatibility Issues
This page is intended to collect reported issues from MySQL 4.0 installs so we can figure out fixes at some point. From Howard Johnson: Wanted to provide an update on my test installation of the 1.0 beta - lost some time due to the holiday. This was an at
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NPO-CRM Reqs from John Lorance-Techsoup
1. Systems need to be intuitive. This means that while I wholeheartedly support the support of complex relationships between contacts/orgs/etc, the presentation and manipulation of this needs to be clear and easy. I've seen CRM projects completely fail us
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NTEN CiviCRM Affinity Group 2008
We will be holding a CiviCRM Affinity Group meeting in conjunction with the 2008 NTEN Conference in New Orleans. When: Wednesday, March 19, at 10:30 a.m. Where: Room Gallier B (at the conference site - New Orleans Sheraton Hotel) A tentative agenda for th
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NZ Meetup Plans
I'd like to focus on just two or three areas and make significant progress on those areas. If possible we should schedule a meeting with some NZ/AU users. Prerequisites before the meetup include: Get CiviCRM to work with Drupal 6 and Joomla 1.5. This ensu
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OPage: Observations on a live projectWatching a user work At the moment this is a placeholder for content which I needed to link to from another post. I will be adding to this post over the next few days and beyond.
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Occupational History
Occupational History This page contains all of the contains all of the CPHN common indicators that fall under the category "Occupational History". The table compiles information for CiviCRM use including data and field type, choices (for Select, Multi-Se
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On-Page Address Standardization for Canada Post
Currently, CiviCRM supports the USPS service for address standardization. I would like to create a service to provide a similar service for Canadian postal code data. The intent is to ensure that Canadian addresses are valid and have been standardized at
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Online Contribution Page Configuration
Various Scenarios for making Contribution Amount compulsory / not compulsory. NOTE: There is an option in Membership Block, "Separate Membership Payment", so if you enable this then Membership and Contribution transaction are separate. Hence in this scen
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Open Date
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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OpenNGO ASP 1.0
Proposed Functionality for v1.0 OpenNGO ASP Product Robust, internationalisable and extensible CRM platform including sophisticated group and relationship management features, powerful search engine, comprehensive API, data import and export... High perfo
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Optimization Analysis
Use this section to report results from optimization analysis efforts. Queries per Page CiviCRM Page/URL Num Queries contact/search/basic 2 contact/search/contact/search/basic 7 contact/search/advanced 9 contact/view 31 contact/view/activity 15 contact/vi
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Optimizing for Large Datasets
Optimization Tips and Tricks This page contains tips and tricks for optimizing various operations in CiviCRM when you are working with large datasets. Please feel free to make additions / clarifications to this information. Be sure and specify the version
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Optimizing for Low Bandwidth
Project goals Investigate on the web best practices for optimizing pages for low bandwidth Minimize the number of AJAX urls that need to be loaded in certain workflows If possible make AJAX call in parallel rather than sequential use javascript/css aggreg
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Orgnazation (Relationship) Contribution Summary
Provides a detailed report for Organization relationship with contributors in given date range. Report Columns Organization name Relationship Type Contributor name Amount Optional Columns Contributor contact information Contribution transaction id Contrib
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OSCMS Talk
This is an outline of the presentation developed by Jacob Singh and presented by Gregory Heller (both from CivicActions) at the OSCMS (Open Source CMS) conference in March 2007. CiviCRM Profiles as stand along forms integrated into your drupal site Exampl
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OUTDATED - for review
Page: Outdated documents This section is used for storing outdated documents, with the goal to delete them when they are definitely useless. Documents in this section:
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PPage: Page Layout and Styling StandardsLayout and styling standards will be iterated on this page until we have a solid set of guidelines. Please add / revise as you see fit for now. HTML Coding Output should be standards compliant Strict XHTML1.1 output CSS2.1 Pages should primarily consist o
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Partial Payments for Event Registrations and Memberships
Draft proposal for phase 1 implementation of partial payments for events and memberships. Phase 1 Scope Support input and receipting of partial payments against event registration and membership fees. The total fee can be "paid" in any number of payments.
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Partial Payments use-cases
Use-case A: Staff-driven financial activity The staff decides how much a large group of people are going to pay( such as 500 people need to pay $1200 each for an annual "family" membership; or 50 kids are being registered for school, and the parents will
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Participant Goals - Configuring Boston Jan 2010
What experience(s) do you have with CiviCRM? Drupal, Joomla and / or Standalone? What are your key goals for this training session?
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Participant Goals - Developer Boston Jan 2010
What experience(s) do you have with CiviCRM? Drupal, Joomla and / or Standalone? What are your key goals for this training session?
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Participant List Report
Provides a detailed report for participant listing given the event name/participant role/ participant status(required). Report Columns Participant Name Optional Columns Participant Address Fee Amount Fee Label Event Name Event Type Participant Status Part
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Payment processing
I am hoping that payment processing will support Moneris as a payment processing partner in addition to PayPal, etc. Specs are available at https://www3.moneris.com/connect/en/documents/index.html, with details for php available at https://www3.moneris.co
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PayPal & CiviContribute on CSOD
USING CIVICONTRIBUTE WITH CIVICSPACE ON DEMAND CivicSpace On Demand pre-configures the technical side of CiviContribute. All you need is the PayPal information. 1. Get a PayPal account. You will need either a "Premier" or "Business" account. Sign up on t
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PCP - Phase 1 - Data Objects and Properties
Table: civicrm_pcp Field Type Null Key Default Extra id int(10) unsigned NO PRI NULL auto_increment contact_id int(10) unsigned NO status_id int(10) unsigned NO title varchar(255) YES NULL intro_text text YES NULL page_text text YES
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PCP - Phase 1 - Specification
Project goals Primary project goal is to provide generic functionality for CiviCRM, that would allow activating organisation's supporters in promoting different organisation's undertakings. It can be divided operationally into three stages: functionality
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PCP - Phase 2 Feature Candidates
CRM-3948 Allow PCP administrator to enable/disable image uploading for newly created PCPs Allow automatically creating PCP upon event registration (idea from forum post Expose personal note
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People who's input is important
These are folks who are on the "official" community feedback list. People whose input should be directly solicited by the project as we move forward. Please edit this list directly and add anyone you feel is appropriate. Include name, affiliation and emai
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Permissions Overview
The following sections describe permissions for the CRM system itself. They might not apply in the same ways at points for data collection from end users. For example, if someone is donating they will be shown some set of fields which are editable despite
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Persistent storage and DB template customizations
In sfschool many places we use some sfschool specific strings for example - for family forms household tab we show a information text like - "Welcome to the Household Page (step 1 of 5). We ask that you please complete all relevant fields for Household 1.
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Person sees a pattern and forms a new team
User Narratives. Create a Team Narrative Narrative description of what the user is doing with the CRM system. (Use as many words, paragraphs or pages as you want) Volunteer see's an opportunity, starts a team. Creates team page, recruits people from the d
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Person wants to attend and help plan an event
User Narratives. Event Attendee and Planner Narrative Narrative description of what the user is doing with the CRM system. (Use as many words, paragraphs or pages as you want) User sees an event s/he is interested in attending. During the registration/RSV
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Personal Campaign Pages (PCP) Project Homepage
This is the home page for a project to add Personal Fundraising Pages functionality to CiviCRM. (Thanks to Jeff Porter and the Foundation for Prader-Willi Research for contributing ideas for this project.) PCP - Phase 1 - Specification PCP - Phase 1 - Dat
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Personal History
Personal History This page contains all of the CPHN common indicators that can are part of the client's Personal History. Each element has its own page which describes its place in the CPHN reference and the proposed CiviCASE code. (More explanation) Age
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Petitions
Requirements for Petitions functionality Web based form that allows participants to: Review a campaign message. Options here should include: a predefined message that cannot be edited optional space for personalized message a predefined message that can b
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PFP - Project notes
Review Notes These notes are based on my (Dave Greenberg) review of the mockups and partial ERD attached to this document - as of 4/16/2008. Notes on the Mockups Initial screen mockups Check this wiki page for some related functionality (review for ideas
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Phase 1 Implementation - Data Structure Changes
This page covers recent changes made in the current (3.2) version of CiviCRM. This phase of CiviAccounts focused on data structure changes in support of these concepts: The data model should allow folks to distinguish 'commitments to pay' (contribution, m
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Phase 1 Issue Tracking
Use this page to report issues and bugs in Phase 1 functionality. Resolved issues are marked with strike-through and fix revision should be noted. Nomination Flow Issues Student role is not assigned to newly-created student drupal user records Lobo rev85.
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Phone Conference on Feb 15, 2005
Agenda Should we rename Household to Family (refer to mail from Bob S to crm-dev regarding this) Address storage ("delivery line + blob" vs. "line 1, line 2, line 3...") Primary Organization Contact (Andre), Primary Address (Aaron). The same issue has cro
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PHPIDS false error reports
Please list the false error reports here, so we can tackle them and/or tweak the score thanx lobo
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PL-2005-05-18
Did more gettext-integration related work. Solved the static arrays containing translatable strings issue. Patch for CRM-41/CRM-44 pending, question asked on crm-team. Sample UTF-8 data ready and working, patch pending (related to the above). Our photos u
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PL-2005-05-19
resolved the issue of static arrays containing ts() calls (rev. 1105) resolved CRM-41/CRM-44 and changed the collation rules for the database to utf8_unicode_ci started the work on the ts() / {ts} strings extractor (a tool that would extract the tagged st
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PL-2005-05-20
ts() extractor in progress
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PL-2005-05-23
worked on the ts() extractor did some developer testing: CRM-93, CRM-95 did some thinking and discussion on the import/export CSV file encodings: CRM-92 caching bug reported and investigated: CRM-94
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PL-2005-05-24
worked on the ts() extractor set up an IRC bot for automatic logging of the CCs
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PL-2005-05-25
researched the Drupal's multibyte support (or lack thereof) in the aspect of CRM-93, asked on drupal-devel, waiting for answer further works on the ts() extractor
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PL-2005-05-26
further CRM-93 research, and some more discussion at drupal-devel further ts() extractor developement
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PL-2005-05-27
further CRM-93-related discussion at drupal-devel, some Drupal hacking mb_truncate for Smarty research and coding further ts() extractor developement {ts} extractor developement started
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PL-2005-05-30
further works on the {ts} extractor resolved and closed CRM-93 works on a common extractor started
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PL-2005-05-31
modules/civicrm.module tagging and drupal-civicrm.pot works (this is the file that contains the strings that are to be localised, but are Drupal specific) I18n developement issues Confluence page created POT/PO file situation cleanup, l10n/pot introduced
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PL-2005-06-01
resolved CRM-69 a working glued extractor (r1246, r1252); we now have an auto-generated POT file (l10n/pot/LC_MESSAGES/civicrm.pot) more ts() and {ts} tagging made the research on keyword replacement in Subversion (svn sucks!)
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PL-2005-06-02
researched the issue of un-nesting Smarty functions and blocks from {ts} calls, proposed a solution more ts() and {ts} tagging added another example to the Good Practices section of the I18n Guide
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PL-2005-06-03
finished {ts} tagging of templates started ts() tagging of PHP files went on a ts()-related bug-filling spree (CRM-108, CRM-112, CRM-113)
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PL-2005-06-06
hopeless attempts at CRM-107 CRM-92 research and tests (resulting in CRM-115) research on internationalisation of dates in CiviCRM
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PL-2005-06-07
date display internationalisation Locale changes vs. multi-threaded server added to the I18n developement issues, gaah ;o)
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PL-2005-06-08
QuckForm's date research for date selectors' i18n import functionality and iternationalisation tests and research
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PL-2005-06-09
finished internationalisaton of dates (r1932) closed CRM-118 and updated the i18n guide gettext research, pl_PL/civicrm.po preparations, first localisation attempts
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PL-2005-06-10
the attempt to close CRM-121 ended in discovering CRM-123; thus, CRM-123-related research resolved and closed CRM-107 resolved and closed CRM-112 work on CRM-108 started, partially solved
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PL-2005-06-13
resolved the last part and closed CRM-108 works on the POT and Polish PO files
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PL-2005-06-15
CRM-125 research further internationalisation and Polish localisation works Popular errors added to the I18n guide
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PL-2005-06-16
more pl_PL localisation work with Kurund on i18n of the A-Z selector: how to treat names starting with non-A-Z letters (like Ć, Č, Ł, etc.) and where to put them on the A-Z widget
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PL-2005-06-17
pl_PL localisation Polish sandbox works
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PL-2005-06-20
updated pl_PL localisation Polish sandbox research and setup PHP-gettext research (we're dropping PHP's gettext support, as gettext is not multithreaded and doesn't work properly on multithreaded Apache 2 installations)
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PL-2005-06-21
CRM-144 found, reported, fixed and closed :o| further i18n and pl_PL l10n works resolved and closed CRM-113 (QILL i18n)
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PL-2005-06-22...23
further i18n and pl_PL l10n works on CRM-123
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PL-2005-06-24
further i18n and pl_PL l10n work minor bugfixing developer testing
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PL-2005-06-27
small bugfixing i18n/l10n work devel/install testing
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PL-2005-06-28
template fixes i18n/l10n works for 1.0
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PL-2005-06-29
l10n fixes CRM-145 work in progress
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PL-2005-06-30
POT/PO files regeneration, works and general cleanup works on CRM-145, some bugs reported directly to Yashesh and Kurund
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PL-2005-07-04
POT and PO files updates CRM-196 closed CRM-145 work in progress
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PL-2005-07-05
resolved and closed CRM-145 resolved and closed CRM-175
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PL-2005-07-06
fixed the plurality bug; dropped gettext usage for en_US reopened, resolved and closed CRM-145
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PL-2005-07-07
character encoding research for CRM-92
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PL-2005-07-08
further enum i18n research (CRM-123) research on vCard and iCalendar (CRM-204)
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PL-2005-07-11
works on our Pootle interface to l10n (lost a couple of hours on getting registration to work, failed so far) research on hCard
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PL-2005-07-12
work on enabling Pootle's registration system more charset detection with PHP research
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PL-2005-07-13
Pootle research CiviCRM Localisation page works
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PL-2005-07-14
resolved CRM-199 DAO generation research for CRM-123
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PL-2005-07-15
CiviCRM Localisation update enum work in progress
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PL-2005-07-18
works on crmDate and CRM-123
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PL-2005-07-19
CRM-123 works (finally seeing the end of the tunnel, see my email to crm-team)
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PL-2005-07-20
the case of enums (CRM-123) - gender fix and DAO devel
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PL-2005-07-21
the case of enums (CRM-123) - proof-of-concept example commited
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PL-2005-07-25
resolved CRM-264 the case of enums (CRM-123) works
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PL-2005-07-26
the case of enums (CRM-123) - gaah, should finally finish this tomorrow...
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PL-2005-07-27
some fixes after the move of some of the classes from Contact to Core the case of enums (CRM-123) works - tracking the enums outside the templates
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PL-2005-07-28
the case of enums (CRM-123) finishing works research on CRM-268 (possibly a QuickForm bug)
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PL-2005-08-01...02
vCard export reseach and implementation
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PL-2005-08-03
vCard export implemented l10n works
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PL-2005-08-04
fixed CRM-264 for branches/v1.0 and trunk fixed CRM-268 works on vCard import
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PL-2005-08-05
vCard import works - not finished, not with anything commitable to the repository vCard documentation works (just a stub at the moment)
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PL-2005-08-16
general post-leave catch-up various l10n works for branches/v1.1
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PL-2005-08-17
lots of l10n-related works with Anil's help finally closed CRM-123 (Hell scheduled to freeze over in 2 hours or so) devel testing
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PL-2005-08-18
l10n/Pootle related works bugreporting/bugfixing/devel testing
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PL-2005-08-19
thoughts on database contents l10n devel testing, bug filing
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PL-2005-08-22
l10n works (es_ES translation and others) devel testing, bugtracking
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PL-2005-08-23...25
devel testing l10n works (Procedures for updating the PO files and many others)
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PL-2005-08-26
devel testing/bugreporting work on vCard export i10n taking a look at the ACL proposal (look very good)
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PL-2005-08-29
vCard i18n woes addressed (again) mails with Yashesh on Outlook integration work on CRM-297
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PL-2005-08-30
bugreporting, field validation rules testing works on vCard i18n Outlook compatibility works on SQL l10n
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PL-2005-08-31...09-01
works on non-US-ASCII-only vCard compatibility with Outlook new vCard features works on SQL i18n
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PL-2005-09-02,05
SQL i18n works
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PL-2005-09-06...07
merching l10n from branches/v1.1 to trunk SQL l10n works country/province l10n works
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PL-2005-09-08...09
works on country/province list and their localisations
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PL-2005-09-12...14,16,19
ISO 3166-compatible country and province lists province limiting config option MySQL 4.0 compatibility woes
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PL-2005-09-20
CRM-323, CRM-408, CRM-407 works accomodating myself with CiviCRM Profile (for upcoming works on CRM-406 and CRM-382)
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Pledge Report
Report Columns Total Pledged Total Paid Balance Due Pledge Made Next Payment Date Next Payment Amount Status Filters Pledged Date Pledged Status Contribution Type Group
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Pledge Specification - Phase 1
CiviCRM Implementation Pledge Cases Phase 1 admin enters recurring pledge of a given amount + payment of 1st installment admin enters recurring pledge of a given amount + payment to be sent (i.e. pay later) admin enters one-time pledge Probably phase 2...
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PledgeBank for CiviCRM - Original Proposal
mySociety - the organization that developed and runs PledgeBank - is looking at creating a component for CiviCRM that would provide integrated PledgeBank functionality for organizations using CiviCRM. They are very interested in getting feedback from the
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PledgeBank for CiviCRM - Project Home
This is the home page for the PledgeBank for CiviCRM Project. Specifications, mockups, timesheets and all other documents related to this project should be added below this page and linked. Project documents: Statement of Work Use Cases Requirements Speci
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PledgeBank for CiviCRM - Requirements
requirements reviewed, numbering closed TABLE OF CONTENTS Goals statements We realize that one of the important features for any nonprofit in using a new tool is integration with existing CRM and CMS. Keeping that in mind when thinking about adding Pledge
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PledgeBank for CiviCRM - Specifications
TABLE OF CONTENTS Roles Pledge creator/owner - person in possession of appropriate CiviCRM permissions allowing him/her to create Pledges. Conceptually, creating a Pledge is understood as binding him/herself or his/her organisation to perform certain acti
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PledgeBank for CiviCRM - Statement of Work
The CiviCRM team will develop and deliver an integrated "PledgeBank for CiviCRM" component which will be available in the TBD release of CiviCRM. The component's general requirements are outlined in the attached document. Detailed specifications are being
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PledgeBank for CiviCRM - Time Tracking
Billable hours are to be recorded here by CiviCRM staff. Dates (DD/MM/YYYY) People Involved Total Hours Project Category Description 04/06/2008 Michał 4 specs ordering requirements 05/06/2008 Michał 2 specs ordering requirements 06/06/2008 Michał 1 specs
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PledgeBank for CiviCRM - Use Cases
Case: A mid-sized national organization wants to run a national campaign via segmented lists Kabissa wants to use PledgeBank for CiviCRM to mobilize its supporters within the U.S. to "adopt" and support the construction of computer centers within its Afri
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Pledged but not Paid Report
The Not Paid Report lists constituents who made a pledge but have not made any payments toward the pledge. Report Columns Constituent Name Pledged Date Contribution Type Amount Due Date Optional Columns Constituent address Constituent email Filters Pledge
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Pledges
Requirements for adding Pledge functionality to CiviContribute are being developed on this page. You can add your feedback as a "comment" - or add specific details to the requirements in the body of the document. These requirements are in "active discussi
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Polish Team
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Practice Addiction Medicine
Practice Addiction Medicine: v1.0 (Refers to CPHN indicator 39 "Practice Addiction Medicine") At least 20% of the physicians' practice is focused on patients whose primary presenting problem is substance dependence or substance abuse. 1. Yes 2. No
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Preapplication - Tasks and Issues
Open Issues CEEB code lookup (pop-up linked from High School page with Jscript to populate the CEEB and possibly school name and address fields when the student locates and clicks on their school in the pop-up). [paras] Guardian Detail: When student selec
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Preapplication Launch Specs
Phase 1 Milestones 4/3 - Beta 4/6 - Final Usability tests 4/14 - Site is feature complete and ready for release 4/15 - Site is live and accessed by end users Quest 3/10 - App Spec / Schema Spec Frozen 3/10 - Paras completes all Registration involved tasks
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Preapplication Processing Specs and Tasks
Preapplication Administration and Processing This page covers specifications and tasks for the preapplication processing phase (May 15 thru June 2). At the end of this phase, Quest will deliver CD's containing selected applications (PDF format) and a spre
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Preparing for Code Sprints
Preparing for a code sprint: Each participant is expected to bring a laptop with the "trunk" version of CiviCRM installed from SVN and running locally. Unit testing sandbox up and running on your laptop. Review wiki docs on test development: CiviCRM Unit
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Prescribing privileges
Prescribing privileges: v1.0 (Refers to CPHN indicator 40 "Prescribing privileges") Current status of narcotic and controlled drug prescribing privileges: Prescribing privileges Values 1. Unrestricted No restrictions on the ability to prescribe narcotic
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Presenting Problem
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Previous Version of this Page
Note: If you know how any of the commercial systems (SalesForce, SugarCRM, Kintera, Convio, GetActive) handle this issue, please describe it briefly in the comments. Summary CiviCRM currently does not have a very developed model for handling multiple orga
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Price Set (Phase II)
Current Problem Broken during retrieve price set values: Price option and custom field option label same. Same price option label across different price sets. Same price options label in different price field but withing same price set. Price option and F
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Price Sets
April 10, 2007 - This functionality is currently in development as a contributed feature by Marshall Newrock. It will be officially incorporated in the 1.8 release, but a 1.7 compatible version will be available prior to that for those who are interested.
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Price Sets for Recurring Contributions
This page specifies how support will be added to 4.2 for recurring contributions specified with price sets. Background: 4.1 Data Flow Currently a price set contribution requires that a price set with at least one field be set up. This inserts a record in
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Primary Use Cases
Primary Use Cases (generic) Secondary use cases are instances of a primary use case, generally more specific and real-world. Tertiary use cases are even more out on the fringe...more specific and more esoteric. View Individual via interface Bob clicks on
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Prior Art
There have been a bunch of efforts that are relevant/ related. I have purposely not named this section competitive analysis, since we all expect to collaborate and share ideas and code with all these efforts. The list is ordered basically from most releva
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Procedures for updating the PO files
This page is mostly for the I18n/L10n Team use. Updating the POT file To update the POT (template) file, from the directory containing the checked-out repository (trunk, branches/v1.1, etc.) do the following: $ bin/extractor.php > l10n/pot/LC_MESSAGES/civ
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Project Implementation Plan
An outline of the steps to getting your Website and Database. See What you get, as a Local Infrastructure Organisation What is the time-frame? Because development is carried out by different organisations development timeframes may vary. As a guide initi
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Project information
Page: Proposal for a Pledge Drive Module Overview The purpose of the Pledge Drive module would be the following: Create online pledge-drives/fundraising campaigns Monitor campaign progress towards a goal online Allow any registered members in the organization's website to participate in the fund
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Proposed Phase 2 Implementation - User experience
Background The current payment method assumes a single payment per item (event registration, donation etc) and therefore does not cleanly separate an agreement to pay from the payment itself. In real life, people often will want to make a single payment f
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Proposed Phase 3 Implementation - API
Page: Proposed Schema Design for CRM-8151 Scenario : #1. Send an email to the targets of all Scheduled activities of type Evaluation 2 days before activity_date_time and repeat every day till 5 days after activity_date_time. #2. Send an email to all registered participants of all type of event X
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Providers
Current collaborators London and South East: Voluntary Action Westminster and Third Sector Design (email michael@thirdsectordesign.org) South West: VOSCUR and Circle Interactive North of England: TBC (are you a developer working in partnership on CiviCRM
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QPage: QA Tasks-Version 1.2General QA Guidelines for 1.2 All testing should be done with the PHP4 codebase. If you find a defect in the PHP4 code, try the same operation with PHP5 codebase to determine whether it is a code conversion problem. Fix defects when possible - otherwise f
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QA Tasks-Version 1.4
General QA Guidelines for 1.4 For each user task, complete several cycles using realistic/expected data values and work flow. Then complete several cycles using edge-case data and work flow. Edge-case data includes very short or very large values/string l
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Quest - Match App Task Sheet
Quest - Match App Task Sheet Task Id Task Description Priority Status Comment 1. there will be a total of 29 options to rank. we have 26 schools, and 3 of the schools have two options (Emory, Northwestern and Williams). mock up is below http://questbridge
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Quest_CM_08_Bugs
ID Description Status Identified By Comments 1 Description of issue. Entire URL where issue is occurring. 1=JustListed 2 =Ongoing 3=Completed Your name. Please try to provide a detailed description of your issue/bug. Thank you! 4 http://development.quest
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Quest_CPS_07_Bugs
High School Information If student lists multiple high schools, the order in which they were entered is switched. Other School Information If student lists multiple schools, the order in which they were entered is switched Miscellaneous Even though studen
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Quest_CPS_07_Load_Testing
Load Testing Load testing will be done using a preliminary "draft" of the 2007 CPS application running in the trunk codebase. The tasks/steps for load testing are documented here. 2007 CPS Application - Preliminary Draft The "draft" CPS application will b
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Quest_CPS_07_Specs
College Prep Scholarship 07 Specs Mockups NOTE: Unless otherwise specified, removed fields/tables should be retained in the DB schema as they may be used in the College Match 07 application. Wizard Specs The Wizard will replicate the functionality and in
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Quest_CPS_07_Testing_Bugs
College Prep Scholarship 07 - Testing Bugs
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Quest_CPS_07_Timeline
College Prep Scholarship 07 Timeline Task Responsible Start Date End Date Servers ready for load testing Quest 11/26/06 12/12/06 Load Testing CiviCRM 12/13/06 1/23/07 CPS Specs Quest 11/17/06 1/10/06 Reader Specs Quest 1/2/07 1/17/07 CPS Dev
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QuestBridge - CM & CPS Task Sheet
#No Issue Description Priority Status Days Assigned Actual Days Remarks ----- ----------- COLLEGE MATCH APP 2008 ------------------------------------------------ ----------- --------------- ------------- ------ -------------------------------
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Questionnaire for evaluating other systems
I've taken some points from the matrix and come up with a questionnaire that we can use when looking at other systems. Contact Info How do you enter a contact. How would you enter multiple addresses, phone numbers, email at different locations. How do you
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Questions for Lobo
Is it possible to configure e-mail templates for new member signup, 'ping' reminders, hosting Insert database fields Doesn't look like this exists in civicrm now? Civimail extension? Answer: not currently in civicrm as it exists but hooks are there for th
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Quickbooks Integration
The below originally submitted by JoeMurray to Finance and Accounting but moved here for ease of reference: Intuit QuickBooks offers the US version in 8 countries, and specific versions for the Canadian and UK markets (and Australia) There are two main ap
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Quickstart activities
CiviCRM records activities to generate a complete picture of interactions with a contact. Activities might be a phone call, email, meeting, or attending an event. (A) Identify activities that you want to record. CiviCRM comes with phone calls, meetings an
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Quickstart Configuration
Return to Quickstart Guide CiviCRM is highly configurable. Each of the steps below refers to a specific configurable element of CiviCRM. As part of your quick start, simply skip any step that is not relevant to your situation. Step One: Organize Contacts
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Quickstart Custom Fields
CiviCRM comes installed with a comprehensive set of 'generic' contact data fields for three classes of contacts: Individuals Organizations Households This includes the ability to store multiple postal addresses, emails, phone numbers, etc. for each contac
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Quickstart Define Contacts
CiviCRM provides you three types of contacts: Individuals Households Organizations Contacts can be considered anyone you would send an email or letter to. For example, you might send a solicitation letter to the Mr. & Ms. John Smith household, rather than
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Quickstart Define what you plan to do
By outlining what you plan to do with your contacts, you can start identifying configuration issues. Common goals that CiviCRM supports include: 1) Track contact information (addresses, emails, phones, etc.). Are there going to be multiple users? Should s
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Quickstart Guide
This section contains a prior version of CiviCRM Documentation. Go to Documentation Home for all current topics. CiviCRM is designed with a great deal of flexibility and extensibility - allowing it to be used by a wide range of groups and organizations. T
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Quickstart Import
(A) Create a .csv import file All data you wish to import should be contained in a flat csv file. Each line of the file should represent a single individual, organizational or household contact. The importer allows you to do the following complex actions:
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Quickstart Input new contacts
Return to Quickstart Guide CiviCRM offers multiple ways to add contacts. Quick Add: Individual Enter either a first name and last name or an email to quickly create a contact without filling out additional information. This is accessible from the New Indi
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Quickstart Installation
Return to the Quickstart Guide Step One: Install the software. This guide assumes that you have used the CivicSpace Automated Installer (See the download page and follow the instructions. Alternatively a qualified individual can complete the technical par
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Quickstart Organize Contacts
Return to Quickstart Guide Relationships, groups and tags in CiviCRM are purposely flexible and can be used in a variety of ways. The method you employ depends on what you plan to use CiviCRM for. Relationship types define a relationship between two conta
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Quickstart Planning
Return to Quickstart Guide CiviCRM is powerful and flexible Constitutent Relationship Management software. As such, users have the option to tailor CiviCRM to their precise needs. This process of tailoring requires a few minutes of planning. Step One: Def
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Quickstart Understanding what is happening in CiviCRM
Return to Quickstart Guide Main Menu Find Contacts Manage Groups Import Contacts Administer CiviCRM Find and Advanced Search Interfaces CiviCRM provides a simple find interface and most fields are searchable via the advanced search interface. Searchable f
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Quickstart Use
Understanding what is happening in CiviCRM Input new contacts Create new relationships Take action with targeted groups Exchanging data between CiviCRM and other systems
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Quickstart website integration
Return to Quickstart Guide (A) Linking users in a CMS to CiviCRM contacts Supported content management system users are automatically syncronized with CiviCRM records by default. Also provided is a tool that can be run manually to syncronize the CMS user
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RPage: Reactions to contact view mockup(dalin) I think the go to dashboard & user page should remain links, not buttons, since they are destinations, not actions. (dalin) I think the group headers need a bit more emphasis to indicate to the eye "new group starts here", maybe a larger font, or
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Reason for Closure
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Recommended Steps for Developing and Contributing to CiviCRM Core Codebase
If you or your organization would like to develop new or enhanced functionality for CiviCRM, and has engineering resources to develop and help maintain the code, this page is for you. If your organization does not have engineering resources, but you're in
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Record Interest Areas
Summary: add "interest_area" and associated support. Discussion: I suggest the CRM incorporate an awareness of an object that might be called "interest_area." An interest_area is a topic that a constituent is concerned with. Although "extended properties"
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Recurring Events & Attendance Reporting
In Brief 1. The Need 2. Requirements 3. Making It Happen 4. Possible Project Phases 5. Use Case Scenarios 1. The Need Many organisations deal with recurring events such as courses, weekly clubs/groups and so on. While Civi deals well with one-off events,
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Redesign Web Presence
Top level page for future project to evaluate and redesign CiviCRM's web presence to better meet the needs of our various audiences. SubPages: Information Architecture, Working Draft Roles On the original conference call we discussed re-designing civicrm.
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Regulatory involvement
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Relationship
Relationships can be defined between any type of contact. Examples of Relationship types: Individual --> Household Head of Household Household Member Individual --> Organization CEO Employee of Individual --> Individual Father Mother Sibling Organization
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Relationship improvements for the self-service areas
Current Limitations: When an organization is creating a profile form for use either stand-alone, or as part of a event registration page, or as part of a contribution/membership page, there is not a clean/elegant way to collect information about other peo
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Release checklist
Always generate fresh tarball and check the following: Make sure to check civicrm version in xml/version.xml and sql/civicrm_generated.mysql Check whether version number is correct in civicrm_domain table Fetch the previous version’s Drupal tarball, extra
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Release Review - 2.0
Release Review - 2.0 Features which may promote developer/integrator/large site adoption Customized search forms / queries Group < - > Role synch module for Drupal. CiviEvent One-step Event Registration (similar to CRM-2239). Incorporate the offline payme
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Release script
CiviCRM release script The CiviCRM release script lives in the tools repository in http://svn.civicrm.org/tools/trunk/scripts/releaser and is checked out on sushi under /var/www/download.civicrm.org/scripts (which should be updated whenever something chan
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Renewal Report
The Renewal Report lists constituents who renewed their memberships during a time period you defined. Report Columns Member Membership Date Renewed No. Of times Renewed Report Columns Address email Filter Membership Type Group Renewal Date range
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Renewing Confluence and Jira Licenses
Our licenses for these Atlassian products need to be renewed each year. Currently the renewal cycle happens for both on February 12th annually. Login to http://my.atlassian.com (you can use michal@civicrm.org plus the usual admin pw) Click "Licenses" Expa
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Repeat Contribution Report
This report allows the user to analyze repeat contributions, contributions that come from the same contact during two periods. The user defines to date ranges, period_1 and period_2. In addition, the user defines grouping variables. For example, the user
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Reporting
Does CiviCRM need reports to be useful? If so what would those reports look like? Call sheets. Contact name, city (primaryLocation), state(primaryLocation), phone(primaryLocation) Mailing report. Contact name, full postal address(primaryLocation)
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Requirements - ACTIVE Discussion and Revision
Within this content tree, you will find documentation, proposals and other work under active discussion and revision. Please refer to the CiviCRM Roadmap for listings of items in the current release work queue and future release candidates.
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REST Interface Improvements
This documentation is obsolete. Check out the API v3 documentation for more up to date information. This page is dedicated to suggestions for improving the REST interface to the API. This work is related to the overall API improvements related to the API
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Review Notes (alpha stage)
Campaign / Petitions Review v2 Currently Petition form class extends Survey form class. This causes the following issues: Edit Petition and Delete Petitiion form titles are wrong (titles are set in Survey preProcess()). Cancel button redirect from "Edit P
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RNAO
JMA Consulting is assisting the RNAO in migrating from AmSoft to CiviCRM. Various enhancements to CiviCRM core are required as part of this process. General Comments: Would be best if this can happen in 4.1 release on Drupal 7 If we are dividing the work,
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Robert Clancy, Roland Beerling, ???
We want to be able to: 1. Send email blasts using some sort of market segmentation of the database eg members over 55 but less than 60 years of age.2. Allow general public and 'Members' register online for a specific seminar that we conduct around the cou
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RSVP-style Event Registration
When you organise an event, you are likely to promote it to some of your existing contacts. Offering them to register via the standard online registration has several problems: Some will spell their names (or other information in the profile you use for t
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Running great CiviCRM training sessions
This page aims to be a distillation of experiences, tips, and tricks that come from running CiviCRM training sessions. Please feel free to add your experiences and ideas here. Half way through the page is a series of checklists for before, during and aft
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Running web tests on client data
Thanks due to my secondary school chemistry teacher who taught me how to write up a science experiment... Background and motivation It seems like this might be a great way... 1) for implementers to test client upgrades - if they can run tests on 'test upg
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SPage: Sample activity types 1.2Case types: all The following activity types are needed in all types of cases. Activity Type:Open case Auto: No Offset: MaxInstances: This is the final activity prior to the assignment of a case type. There may be other activities with a contact that hap
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Sandbox
Space for comments on the sandbox
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Saved Search User Interface and Logic
Saved Search User Interface and Logic. Search Tabs: Basic Search Advanced Search Browse Saved Search Browse Saved Searches. This operation will be displayed as a tab - "Browse Saved Search" It will use a selector / pager to display list of saved searches.
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Scaling and Performance
In this wiki page I'd like to collect scaling and performance problems and solutions for CiviCRM. This is a continuation of the Scaling and Peformance session of CiviCon London 2011 Questions imports exports Mailings / blacklists Speed of website Dashlet
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Scenarios
Please add additional pages for scenarios
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Scheduled Reminders for Events
Background Information Event Reminder MIH MIH Sponsor Page Blog post on proposed feature set Features Ability to schedule a mailing 'n' days before / after the event start date / end date OR on a specific date. e.g. An event admin can schedule a reminder
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Scope of Work
For the first phase CiviCRM and Third Sector Design will focus on: CiviMobile Specification Blog MIH Funding Page Total Hours funded in Phase 1 - 150 hours. Seeking 100 hours from the community and other partners. CiviSMS Blog Post MIH Funding Page Total
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Search Builder Mockup
This mockup demonstrates the proposed UI for the v1.5 Search (Query) Builder functionality.
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Search Framework
Search Framework: Initial thoughts This section describes a generalized search framework and a set of hooks for the CRM system. The goal of the framework is to allow additional modules to add fields to the search interface and notify the search framework
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Selection Phase - Work Estimate
TMF Selection Phase - Work Estimate This is an estimate of work for the Selection Phase based on the Specifications with revision date of Jan 19. Summary Estimate of CiviCRM Work Time spent as of 1/31: 2 days (Sr), 3 days (Jr) Est for reamining CiviCRM ta
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Selection Phase Issue Tracking
Use this page to enter and mark resolved issues for the Selection Phase of the project. Open QA Issues for CRM-1546 App Edit Tried to Edit an application. Changed the last name Error Details:Array ( callback => Array ( 0 => CRM_Core_Error 1 => handle )
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Servers infrastructure
sandbox.openngo.org configuration Mysql mysql 4.1 installed from debs Packages: mysql-server-4.1, libmysqlclient14-dev, Apache2 apache2 installed from debs Packages: apache2 apache2-dev Additional libs (debs) Packages: libxpm-dev libgd2-xpm-dev libt1-dev
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Service Group
CPHN Reference: Service Group Here is the definition and some information directly from the CPHN Guide for Common Indicators for Canadian Physician Health Programs: The Service Groups is the group to which the individual calling the PHP, or the potential
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Service Provided
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Setting up TMF sandbox
1. Do a manual install of civicrm from svn in ~/svn/civicrm_trunk. (If you use a different directory name, substitute your CiviCRM trunk directory in remaining steps as well.) http://wiki.civicrm.org/confluence/display/CRM/Installing+CiviCRM+from+subversi
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Setting up your personal testing sandbox HOWTO
Steps to achieve unit testing nirvana: set up your CiviCRM developer sandbox (note that you need to create the database via setup.sh or manually the first time you're running tests - I'm currently working on the solution to this) Navigate to <path to civi
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Setting yourself up to work with Selenium tests
First, you will need to get your testing sandbox up and running. You will need Drupal with clean URLs support. If you did an SVN Install, you need to set up the default permissions for Anonymous Users to the same values as from a default Drupal installati
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Settings Specification
Description CiviCRM needs a way of storing either site wide or user specific settings in a generic, extensible way. The current preferences table are very specific and have a column for each variable needed (which makes it non-extensible). We also want to
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SFS School Module Installation Instructions
Steps to run and install the SFS school module: Modules required Install Drupal 6.x Install CiviCRM 2.2.x (this will be changed to 3.1 during the christmas holidays) Install user_import module Install SFS module available at: http://svn.civicrm.org/sfscho
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Skypecast - July 6 2006
We held our first Skypecast gathering on July 6, 2006. Agenda Feedback on 1.4 "pain points" Review and Discussion of upcoming 1.5 release features Sharing info on use cases and add-ons Meeting Summary Approx 25 people attended Primary 1.4 concerns related
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SOAP Access to CiviCRM API
This page details the issues of how the API will be exposed to external clients. There is a SOAP interface to the CiviCRM Public API's in CiviCRM v1.2 and higher. This is used by the inbound processor for the Mailer. For an example of how to use the exist
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Social CRM
Everyone is for, likely doesn't mean the same thing for everyone. Let's try to share a common list of ideas we ought to add to CiviCRM. Social Network integration with CiviCRM has different facets track social media identity for contacts would be great i
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Social Source Foundation
The Social Source Foundation is a nonproft organization (501c3) that exists to create open source, mission-focused technology for the nonprofit and NGO sector. At the heart of every U.S. nonprofit and international non-governmental organization (NGO) are
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Software Developers Kit
This section is currently under development. Pages in this section have not been fully verified or edited, and may contain inaccurate or outdated information. We are beginning to assemble documentation and code samples for a CiviCRM SDK. Create child page
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Source code field for CiviContribute pages
We are looking to implement a new field for CiviContibute pages that will allow a user to assign a source code to a contribution form. All contributions made through that page be assigned the source code. So the process would go: 1) CiviCRM Admin creates
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Source for Contacts
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Source Tracking of Emails
Source tracking of emails. So if we can have a unique URL that links to the donation page and that unique URL traces back to the email that would be helpful.
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Specialty certification
Specialty certification (primary specialty practiced) v1.0 (Refers to CPHN indicator 37 "Secialty certification") Select one - the primary area in which the physician practices. 1. General 1.1 General Practice 1.2 Family Practice 2. Clinical Specialists
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Specification
CiviCRM has a range of well designed and thoroughly tested functionality designed for non profit organisations. The functionality and configuration has been enhanced to provide a set of tools most suited to the needs of LIOs in the UK.Below is an quick su
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Specifications - "OFFICIAL" Docs
This tree contains the "official" specifications for work in progress OR for features that have been included in a release. Documents for work in progress may change, but they do represent the current decisions about how CiviCRM will work and what it will
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Sponsored CiviPledge Enhancements
This page covers specification and sizing for sponsored enhancements to CiviPledge and CiviEvent. Funding has not been finalized. Estimate Project Number of Hours 1. Record pledge payments different from scheduled amount and modify future pledge payment a
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SQL Import
Feature proposal: SQL Import Synopsis SQL Import will be an add-on to the existing Import tool that (see Import Re-design below) allows you to specify an SQL query to run against the database server that CiviCRM connects to. You will specify a different d
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SSL Configuration for Apache and CiviCRM
Following are the steps for SSL configuration for Apache and CiviCRM on Linux servers. Creating Certificate and Key for SSL 1. Create RSA Private Key. The first step is to create your RSA Private Key. This key is a 1024 bit RSA key which is encrypted usin
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Standalone and Nestable Groups action items
Page: Status Reports Page: Substance Use History Substance Use History This page contains all of the CPHN common indicators that can are part of the client's Substance Use History; Each element has its own page which describes its place in the CPHM reference and the proposed CiviCASE code. (More explana
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Summary of Data Model and API Changes
Summary of Data Model and API Changes (initial publication through v0.1 specifications) We are grateful for the rich and diverse feedback received during this review cycle via our mailing list, a series of phone calls/conferences, and comments on our Conf
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Support, training and further development
Collaborative Development CiviCRM is a collaborative product. Because a range of local organisations provide support for CiviCRM, you can be sure that you are getting the best possible service and value for money. If you are not happy with your service
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Surveys
Interviews Publish interview results Survey Publish Survey Conduct Survey Publish results CiviCRM User/Admin Interview Questions How would you describe your level of expertise with CiviCRM? configuration and customization = experienced Developing = interm
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SYBUNT Report
Some Year But Unfortunately not This Year Report Column Donor Name Email Address Year listing e.g. (last 3) it show 2006, 2007, 2008 in separate column with current Year Filter Group Contribtuion Type Donor Name (contain) Result Donor Name Email 2006 2007
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System Administration Tasks
List of major tasks that need to be done Upgrade jira, confluence to the latest version and unify their logins fix excessive logging issue by the above java programs Upgrade svn to 1.4 install fisheye for svn Mirror civ2 onto civ1 for backup purposes inte
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System Assigned
This page contains all of the CPHN common indicators that are assigned by CiviCRM when the case is opened. Each element has its own page which describes its place in the CPHM reference and the proposed CiviCASE code. (More explanation)
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TPage: Task ListPage Layout and Styling List. CiviMail and CiviGrant- Sunny SharmaCiviContribute and CiviPledge - Rahul Bile CiviCase - Ashwini Poharkar CiviEvent - Priya Prajapati CiviReport- Rajan Mayekar CiviMember - Neha Saraph, Sushant Paste Core CiviCRM - Neha Sar
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Team Wishlist
Ideas / Wishlist for v2.3 release move all dojo to jQuery rearrange contact edit form / rethink contact view some event improvements update participant info waitlist email address not required tweak additional participants flow cancel registration add/rem
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TechSoup Developers' Boot Camp - Dec 2007
Pre-work This is the home page for the TechSoup Developers' Boot Camp. We will focus on working with CiviCRM v2.0. This will enable us to make changes in the 2.0 or 2.1 release based on timing. Please read the following for background information: CiviCRM
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Telephony Integration - Asterisk
Community Use Cases and Comments From Aldon Hynes "Asterisk integration holds many promises, aldon points some out below. I love the idea of people calling in "pod casts" that become available on the website immediately. I love the idea of regular people
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Tell A Friend
Summary This is a new feature which allows site administrators to configure and include "Tell a Friend" functionality for Online Contribution and Event Registration pages. Administrators will be able to configure the following elements: Introductory text
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Tell a Friend - Phase 2 Requirements
Page: Test cases for 3.3 Campaign Release Campaign with Survey Login as admin Create a Survey Constituents group (all individuals in the DB for example) Create a Campaign and select that group Create Custom Data group used for Activities -> Survey and add ~2 "questions". One s/b radio, one checkb
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Test Coverage - 2.1
In order to increase test coverage, we will divide into 4 teams and each team will implement at least one BAO test and one form-based browser flow every week. All teams should run the entire test suite prior to the weekly chat and update this document to
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test page
aaa
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Test Plan - Membership Renewal
Test Plan for Membership Renewals We need to create a test suite which we can use repeatedly to validate a comprehensive set of scenarios for processing membership renewals. We should be able to: load a known sample set of data run unit tests which trigge
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Test Plans
CiviContribute Test Plan 0. Login 1. Create a contribution page Administer CiviCRM >> Configure Online Contribution Pages http://wiki.civicrm.org/confluence/display/CRM/CiviContribute+Guide#CiviContributeGuide-CreatingOnlineContributionPages 2. Nav
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Test scenarios
Page: Testing Use this section to document for all the testing-related activities. CiviCRM tests information Test pass/fail results: http://tests.dev.civicrm.org/trunk/results/ Simplified test pass/fail results for quick reference: http://tests.dev.civicrm.org/trunk/te
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Testing infrastructure
Page: Testing Participant Status Updates for Secondary Registrations Summary There are currently (as of 3.1 alpha) inconsistencies in how we handle updating the status of "secondary participant records" when the primary participant status is updated. (Secondary participants are ones who were registered by someone else usin
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Testing Plan for 3.4 release
Create Webtests for bugs that were fixed in 3.4.6 / 4.0.6 release These tests should be added to the 3.4 branch and run from there. Deadline Tuesday 10/4 Note: Many of these can be tested by modifying or extending existing tests. CiviEvent Issues Particip
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Testing Plan for Contact SubType
Feature Set Contact Sub type adds and extends a lot of functionality to CiviCRM. Details of the functionality added can be found on Jira and on the blog. We decided to write a few unit tests to test various aspects of the functionality. We also decided to
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Testing Round One - Resolved Issues
College Match Application Testing Round One - Resolved Bugs and Issues Preview Application (lobo) Not working for full application. Preview now available for: CM App (complete w/o supplements): civicrm/quest/matchapp/preview?reset=1&id=x Partner Supplemen
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Testing Sprint for the 4.1 release
You'll need a local copy of CiviCRM 4.1 running from SVN with Drupal 7. Installation instructions here. Download 4.1 Alpha2 tarball, and then get checkout from the 4.1 branch If you're new to web testing, review the setup instructions. Grab us on IRC if y
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Testing sprint tasks
Some starting tasks and thoughts All the directory paths below are given assuming you're in tests/phpunit directory. Open api/v2/ActivityTest.php and api/v2/ContactTest.php in your editor window and keep it open throughout your work - it contains good exa
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The Art of Community
At DharmaTech, we've been collecting thoughts over the past several years on our experience using, deploying CiviCRM for nonprofit organizations, and contributing software, etc. to CiviCRM. We've recently come across Jono Bacon's book - The Art of Commun
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The ecosystem
Page: Thematic Scope Notes and Suggestions Proposed Thematic Scopes There are really two types of scopes - scope and methods. Method (there may be lots more to explore): Microfinance Training/capacity building Direct social and humanitarian services Advocacy and policy Scope: Technology (for deve
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Time Tracking for Branner
Work that has not yet been invoiced Invoicing Outstanding Payments - By Month Total unpaid work will be invoiced in 4 separate segments, corresponding approximately to the work done in the preceding period. Oct 06: 100 hrs @ $50 blended rate = $5,000 Dec
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Time Tracking for TMF
TMF Phase 2 Date Start Time End Time People Involved Total Hours Project Category Rate Code Description 12/19/2006 09:00 10:00 lobo,js,ethan 1 Meeting Sr Status Meeting 12/21/2006 09:00 11:00 lobo, js 2 TMF Bug Fix Sr Fixing bugs with TMF
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Time_Tracking_Quest_India_Team
Time Tracking of Quest India Team Week of Hours Person Project
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TMF Application Specs
TMF Application Specs file:///music/calabashmusic com In my mind.mp3 Definitions and Introduction This page covers specifications and tasks for the TMF Application launch (Nov 15). Although the content of the forms are exteremely simluar to Quest Bridge
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TMF Phase 1 Engineering Specs
This page contains CiviCRM Engineering specifications for phase 1 of the TMF Project - Nominations and Applications Drupal Setup Implement Student and Nominator as Drupal roles Configure Drupal to automatically assign self-registering users to Role = Stud
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TMF Project Home
Home page for the The McConnell Foundation scholarship application and tracking system project. Specifications, milestones, time-tracking etc. should be accessed from here...
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to be deleted
Page: Tokens {action.donate} {action.forward} {action.optOut} {action.reply} {action.unsubscribe} {domain.name} {domain.phone} {domain.address} {domain.email} {subscribe.<<group>>} Users can click on the resulting link to subscribe to the specified group (<<group>>).
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Top Donor Report
The Top Donors Report provides a list of the top donors during a time period you define. You can include as many donors as you want (for example, top 10% of your donors, top five donors, top 99 donors). The report ranks and displays the total amount donat
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Total number of years in practice
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Training
Over time, we have distilled the training offering into two major types: user and admin: aimed primarily at user and administrators, takes you through everything that you can do with the user and admin interface, which is quite a lot! developer and implem
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Training Presentations
Attach presentations from training events, meetups, conference sessions, and webinars to this page. CiviCRM Training Material User and Administrator Training CiviCRM 3.4 / 4.0 Highlights (Powerpoint) CiviCRM 3.4 / 4.0 Highlights (PDF) CiviCRM 3.3 Highligh
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Training todo
A page to collate al the tasks that we need to do to improve training materials General Clean up old / not used wiki training pages Developer training move all documents to either the wiki or flossmanuals (depending on whether they are in flux or not) Use
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Translation Evaluation Matrix
Pootle: http://translations.civicrm.org/ / http://translate.openx.org/ Drupal: http://l10n-server.dev.civicrm.org/ / http://localize.drupal.org/ Rosetta: https://translations.launchpad.net/civicrm/trunk Transifex: http://www.transifex.net/ feature Pootle
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Translation Sprint Agenda
Saturday, April 24th Saturday bloggers are: Goran and Michal Morning Intros Dreams situation How does internationalisation work in CiviCRM? Afternoon monetary locale chinese issues multiple currencies Sunday, April 25th Sunday bloggers are: Morning Tool a
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TranslationSprint Goals - as we go
Quickie notes from the conversation: choosing the tool figuring out the process multilingual CiviCRM - how useful it is Chinese language issues globalisation of CiviCRM adding a chapter to the book on localisation? For third or fourth day, after we coordi
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Translator resources
This page has been created to aggregate per language translator resources. It currently contains helper for following languages: *Glossary for translations *For version 3.2: Localisation, Basic Terminology and Glossary Dutch translation resources Wordlist
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Translator resources for French
French translation resources / Ressources de traduction pour la traduction de CiviCRM en français Ressources et conventions La traduction est gérée sur le site Transifex: FR et FR_CA Office québécois de la langue française: http://www.granddictionnaire.co
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Treatment Plan
_Scenario: Staff create a plan for helping out the client _Story: Staff has completed an assessment of the clinet. They now need to figure out how the organization is going to help the client. They might just help with a single item/service (housing) or t
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Tytuł
Nagłówek Tutaj tekst paragrafu czy też może akapitu. Pierwszy Drugi Trzeci I dopisać jeszcze trochę tekstu.
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UPage: UI for Improving Import and Dedupe(Suggested UI for Import and Dedupe contributed by Michal Mach) [brush added suggestion for informaion to be "added"/"appended" as well as overwritten or ignored. This would depend on the type of field: eg., Location information could simply add a new l
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UI Prototypes
Document Status 3/1/05: Wireframe mockups are currently being developed for each of the screens shown in the UI flow-chart below. We will update this page - adding new active links - every few days as additional pages are ready. Scope Giving Feedback Abou
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UI specific tasks
UI specific tasks. Quick fix Projects (< 1 day) move the quick search backend to the api - Xavier / Kurund (CRM-8711) move CRM/Contact/Page/AJAX.php getContactList function as new api ( Kurund ) remove autocomplete plugin and use jquery ui autocomplete pl
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UK usergroup - January 2010 (London)
The topics that I'd be interested are implementation (data-transfer, server hardware and software requirements), on-going support, future customisations or modifications, upgrade and road-map and users' training. Anne Wasmer - Using CiviCRM to build backe
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UK usergroup Bristol meeting - 22 July 2008
UK users and developers of CiviCRM got together at the Create Centre in Bristol. We had a good mix of current and potential users and developers from a wide range of organisations and had a wide ranging discussion about lots of different aspects of CiviC
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UK usergroup Manchester meeting - 30 September 2008
Hosted at Greater Manchester Centre for voluntary organisations from 2.00 to 4.30pm on Thursday 30 September. This is an incomplete record of the meeting - please log in and add to it if you see something missing -thanks! Attendees (incomplete) Peter Dunn
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Unifying contribution honoree functionality with soft credits
Motivation As of CiviCRM 3.0, the contribution honoree functionality is very similar to the contribution soft credit functionality. For the sake of consistency, usability, and easy of improvement, these two functionalities should be consolidated into one
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Unique Identifier
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Unit Testing Code Sprint - San Francisco November 2009
When and Where November 16 - 17 9:00am - 5:30pm Mitchell Kapor Foundation 543 Howard Street, 5th Floor San Francisco, CA, 94105 Lunch will be provided. Who This sprint is intended for CiviCRM / Drupal / Joomla / PHP developers. You do NOT need to have pri
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Updates on CiviCRM Project
View the child pages for project updates.
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Upgrade Requirements - 2.0 to 2.1
Please add all upgrade script TASKS to the this page as you resolve 2.1 issues which require schema or fixed data modifications to existing 2.0 sites. Include the issue number which is the source of the change. Also add the sql - script to the file: CiviC
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Upgrade Requirements - 2.1 to 2.2
Please add all upgrade script TASKS to the this page as you resolve 2.2 issues which require schema or fixed data modifications to existing 2.1 sites. Include the issue number which is the source of the change. Also add the sql - script to the file: CiviC
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Upgrade Requirements - 2.2 to 3.0
Please add all upgrade script TASKS to the this page as you resolve 3.0 issues which require schema or fixed data modifications to existing 2.2 sites. Include the issue number which is the source of the change. CRM-3336 we have added two columns in civicr
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Usability
Great analysis by "Mimi Yin" <mimi@osafoundation.org>: CivicCRM ======== In Sunday's 2nd breakout session, the group I was in worked on Dave Greenberg's CRM (Customer / Contact Relationship Manager) plug-in to Civicspace called CivicCRM. (Is that correct
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Usability - April 2009 developer camp session notes
Some notes from our usability session - feel free to move inline with relevant section Discussed various usability issues around admin menu, event wizard, mail wizard. Problems with Wizard are they are hard to navigate. Discussed replacing wizards with t
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Usability - Contact Edit and Summary Screens
Prefix your entries with your (first name) to facilitate further discussion. This focus area includes overhaul of Contact Edit form and Contact summary screen to make them less location-centric and more customizable We will consider providing a mechanism
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Usability - Layout and CSS
Prefix your entries with your (first name) to facilitate further discussion. This focus area includes standardizing page layout / markup conventions, improving readability, reducing CSS bloat and possibly making CiviCRM pages (especially public facing pag
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Usability - Navigation Improvements
Scope For the scope of this project, we're defining navigation as a sub-topic of usability. As such, it will refer to the ease and efficiency with which users can go from point A to point B in the system. We should focus our efforts on common starting poi
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Usability - Other Ideas
When defining custom fields with Select Options, up to 10 can be added during initial field creation. Would be nice to be able to get an additional 10 options. Might be nice to get 10 at once. Further options are specified through the Edit Multiple Choice
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Usability feedback - European developer camp
Feedback from European developer camp on current pain points and how we can improve.
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Usability feedback from February 2010 European developer camp
Feedback from European developer camp on current pain points and how we can improve. Parvez started at 3.0 and has had great feedback. Usability problems might be in the configuration (DA have been using the 1.9 version). Wizards are useful. Fine for admi
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Usability Improvements
The advisory group consensus is that usability improvements to core CiviCRM functions should be a primary focus of the next (2.3) release cycle. This page lists focus areas for this project. We need a lead-person for each "team" - who will be responsible
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Use Case - Payment Processing (partial payments)
Payment Processing General Concepts Payments are made on order line items. There are N line items for an order. Orders can be memberships, events, pledges, etc. Taxes and other fees also generate order line items. Based on set up, order line items may o
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Use Case Partial Refund For Event
Use case is kept to the narrow event usage - membership & pledge / other contributions may include additional elements Administrative user is able to create a partial refund against an event Back office user can go into the event edit screen of an existin
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Use Case Template
Use Case/Narrative Title Description (narrative paragraph and/or steps) step step Goal Scope and Level Preconditions precondition precondition | Success End Condition Failed End Condition Actors Trigger Frequency Outstanding Issues issue Alt
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Use Cases
Our current plan is to work with community members and project stakeholders to define a set of key 'User Narratives' (descriptions of how people expect to use the CRM application). These narratives will be used to define/refine a list of 'Primary Use Case
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User Access and Permissioning - v1.0 Implementation
This page describes the v1.0 implementation for permissioning. All functionality is available in the sandbox as of 6/2/2005 UNLESS otherwise noted. Permissions and Drupal Roles For Drupal installations, user access to CiviCRM functions and record (i.e. co
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User and Administrator Training (2 day)
Agenda - Day 1 User Training Exercises - Part 1 Training sites are at _http://training-x.civicrm.org_ - example: http://training-a.civicrm.org Logins... User: demo Password: demo Time Topic 8:30 am - 8:45 am Arrival, caffeine and mingling 8:45 am - 9:15 a
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User Narratives
We'd like folks to freely add 'user stories' to this list - how you see yourself and organizations/users you work with using the core CRM application. They do not have to be long or elaborate, but do provide as many details as possible. It is especially u
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User Training Agenda (full day)
Agenda Time Topic 8:30 am - 8:45 am Arrival, caffeine and mingling 8:45 am - 9:15 am Introductions 9:15 am - 9:30 am Presentation: Intro to CiviCRM 9:30 am - 9:45 am Presentation: Contacts and their data 10:00 am - 10:45 am Hands-on: Contacts and their da
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User Training Exercises - Part 1
Contacts and their data You've just received email from two people who might be interested in joining the food co-op. You're in a hurry and all you have is their name and email address. First use the "quick search" box to make sure they aren't already in
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User Training Exercises - Part 2
CiviContribute Tanya has sent in a donation. Record this donation and make sure she is sent a confirmation / receipt. Quick Search for "Thomas" - select her record and click enter. Click the Actions button > Add Contribution Contribution type = Donation A
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Usergroup feedback
Has gone really well. Tremendously appreciative of Lobo's time. Very interesting. You realise that real life is a lot messier than the things that you think up Really useful to get a better idea of what things aren't working well and the things that we
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Using an auto-generated uniq_id to link CiviCRM accounts with UF accounts
When the standalone UF was implemented, we had to implement a different way to link CiviCRM accounts with UF accounts (which, in the case of standalone, are OpenIDs). The traditional approach was to use e-mail addresses as the linking value, but since we
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Using CiviCRM
A space to outline how you've used civicrm for different kinds of applications: Volunteer management Fundraising Contact management etc.
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Using D7 Field Storage API?
It seems like it should be possible to use CiviCRM's schema definition in xml to generate the definition files required by Drupal 7's schema and fields API's.It would need to produce a format along the following lines: http://drupal.org/node/146862. See h
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USPIRG Project
The USPIRG Project will be divided into multiple phases Project Description Close to 2 million contact records affiliated to 80 different organizations (that are represented as organizations, groups & sub-groups). The largest org. will have about 150K peo
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USPIRG Project (Phase 1 in CiviCRM v2.1)
Phase 1 in CiviCRM v2.1 Nestable groups Search Optimizations ACL Support Nested ACL Use Cases Note: For all these scenarios, it should not always be necessary to specify ACL's individually on each nested group. There should be a default permission inherit
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USPIRG Project (Phase 2 in CiviCRM v2.2)
Phase 2 in CiviCRM v2.2 Multi Org Support (Status: Pushed to 2.3) ACL Support for multi-orgs Import (Status: Complete) Need to finish the NewImport system and incorporate that Finish CSV DataSource Hunt for and squash regression bugs vs. old Import CiviMa
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USPIRG Project (Phase 3 in CiviCRM v2.3)
Phase 3 in CiviCRM v2.3 Priorities Key 1. Must-have this version 2. Highly desirable but not a show-stopper if we have to push it to the next cycle 3. Nice to have but first on the chopping block if we need to make room for something else Multi-org (Prior
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VPage: v0.1 RoadmapCiviCRM v0.1 Roadmap Milestone Target Date v1.0 Draft Requirements published (feature set, use cases) Ongoing Core Schema / Business Object Definitions published for "final" review cycle 1/31/05 UI prototypes 1st (primary use cases) published for communit
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Validate and Escape All Input Strings for SQL Queries
Preventing SQL Injection Hacks To avoid SQL injection hacks, we should validate and properly escape all strings going into SQL queries. I've added a simple utility (CRM_Utils_Type::escape()) which takes in a variable and an expected type. If the variable
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VAW specification
This specification is a working document for use by VAW and Third Sector Design outlining functionality for VAW's CiviCRM database. Development of this functionality will take place during phase 1, unless it is marked as "Desirable", or "Phase 2". ***Plea
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VAW task list
key: non-trivial done useful outside this project Process: for non trivial improvements, start with discussion on forums, to ensure code well written to CiviCRM standards, etc. Project management Combine all comments, etc., into draft specification and p
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vCard support
This page is just a stub of a work in progress doc for vCard support. There's not much here yet. Location/Email/Phone Model Differencies Between CiviCRM And vCard In CiviCRM, emails and phones are parts of locations: location A [primary] phone P1 [primary
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Versioning via Logging
/******************************************************* * * crm_transaction; * *******************************************************/ DROP TABLE IF EXISTS crm_transaction; CREATE TABLE crm_transaction( id INT UNSIGNED NOT NULL AUTO_INCREMENT COMMENT 't
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View Case
View Case Mockup (HTML) View Case screen will have 3 sections: Case Summary Read-only display of most important case "data". May include: Client Name Case Type Status Relationships - click to pop-up a list service providers and their "roles" (? need to de
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View Contact Info Mockup
View Contact Info Summary view of a Contact - including name, categories, locations, and a summary of group membership, relationships, notes and 'activities'. Examples of User Tasks Lookup work and cell phone numbers for a potential volunteer See what org
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View Individual Via Interface
View Individual Via Interface Description Bob is on any CRM interface page Bob clicks on a hyperlink for an individual, "Frank Jones" Bob sees the Frank Jones' contact information Goal See contact information for an individual Scope&Level Preconditions In
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Voluntary Action Westminster
Page: volunteer functionality? i read in the civicspace forums that civicrm will also incorporate volunteer management functionality. looking through the demo tho, i see active volunteer as one of the tags, but see no mention of events. is integration with the event module coming soon,
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Voter Management
This wiki section is for discussion / development of generalized requirements for Voter Management functionality in a future CiviCRM release.
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Voter Management and Canvassing
Use this section to add requirements and concepts for supporting voter management and / or canvassing efforts within CiviCRM
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WPage: Walk List ReportWalk /Phone List Report Provides a detailed report for your walk/phonelist for targetted contacts. Report Columns Contact ID Contact Name (clickable on report) Optional Columns All columns are optional because this report will often be used solely to gene
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Web Access - Activity Report - 1-May'05
The activities which have been carried out so far has been summarized below Magic Bus Met with Magic Bus with Deval and Mathew. Have had a look at their MIS system currently in use. The system has been developed using Access with reports. It is still unde
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Web Access - Activity Report 15' June 05
The activities which have been carried out have been summarized below Magic Bus Communication Templates Have been interacting with Magic Bus in the creation of the communication templates. Based on the design options selected by Magic Bus we have created
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Web Access - Activity Reports
Page: Web Testing SimpleTest includes a special form of test case, WebTestCase, for the testing of web page actions. The WebTestCase includes facilities for navigation, content checks and form handling. Running Web Test Cases 1. Values needed for web test cases Go to the t
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Webtests for 3.3
New or Extended Webtests for 3.3 beta cycle Campaign SurveyTest (new class) Create campaign Create custom data set used for Activities -> Survey Create one radio button custom field Create profile and add custom field to it Create survey - use profile and
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Weekly Goals
August 4 - 8 August Pankaj: 2.1 QA July 28 - 1 August Sunil: 2.1 QA fix the IE show hide problem( table-row display property not supported by IE when hide the table element ) Yashodha: 2.1 QA kiran: 2.1 QA cycle. Shailesh: 2.1 QA Pankaj: 2.1 QA Am
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Weekly Goals Archive - 29.10.2007-11.02.2008
Feb 11 - Feb 15 Michal: (work.pl contract) Prepare for next weeks training (02/13), (02/14), (02/15) (Java stack) renew Jira & Confluence license (02/12), (02/15) (testing infrastructure) set up automatically refreshed testcase results page (02/13), (02/1
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Weekly status report - India engineering team.
This node will give the weekly status report of the engineering team in india. The format of the status reports will be Week Tasks done this week Tasks for next week Issues The above format will be for all the engineers.
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What you get, as a Local Infrastructure Organisation
The following are the services and processes invovled in creating and maintaining your database and website. They are provided by organisations working with CiviCRM and make up the ecosystem surrounding this project. Clients and developers (both current
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Where professional education obtained
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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Wiki pages for specific training events
A place to collect all Wiki pages specific to a training
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Work in Progress v3 API team
civicrm_uf_group_deletecivicrm_participant_createcivicrm_contribution_getcivicrm_contact_searchIn the list below you will find all the API's in version 2 and their functions. In the column 'assigned to' you can add your name if you are taking on the task
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Work Schedule
Contact and Location (Kurund / Yashodha) Current Status: Done with schema changes. Next Task: modify code according to new schema, restructure location block (UI), Clean contact BAO Target Date: Aug 31 Activity (Michal / Piotr) Current Status: Schema impl
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Working with v1.0 branch in subversion
Here are the procedures $ cd ~/svn $ mkdir crm_v1.0 $ svn checkout http://svn.civicrm.org/branches/v1.0 crm_v1.0 # copy your config.inc.php and edit and fix user_home $ cd ~/svn/crm_v1.0/modules $ cp ~/svn/crm/modules/config.inc.php . Edit config.inc.php
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Writing a PHPUnit testcase HOWTO
Writing a test for CiviCRM usually consists of three steps: 1. Figuring out a test case scenario 2. Preparing test data set 3. Writing the test Figuring out a test case scenario First step is making a decision about what should be tested. TODO (two ways -
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Writing PHP4 Compatible code
Here are a list of coding conventions we gathered during the php5 to 4 conversion to make the code more php4 friendly. Please review with corrections/feedback. All object assignments have to be explicitly by reference (for new or singleton or just plain a
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Writing SimpleTest unit tests
First steps In order to write a unit test, you need to create a new file in one of directories described in Testing infrastructure (one of: api-v2, issues, cases, snippets). Documentation for SimpleTest Assertions http://www.lastcraft.com/unit_test_docume
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XPage: XML SchemaI'm trying to use the schema to create a petition module. I need to create tables, with the DAO associated. All the structure of the tables is under xml/schema/xxx. GenCode.php parses Schema.xml, that lists all the files to be included. Each "component" c
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YPage: Year End ReportsYear-end reports for Social Source Foundation, the 501c3 which sponsors CiviCRM, are attached to this page. (Click the Attachments tab to view and download them.)
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Year of graduation
The first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrent
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your favorite editor
Heh. You really don't want an Editor Flamewar here.
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ZPage: ZING projectsBackground ZING provides investment and support to youth projects in the UK and Sub-Saharan Africa. They have committed to funding a series of improvements to CiviCRM with a particular focus on: mobile interface - smart phone and SMS offline access monito
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