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Index

Added by Michal Mach, last edited by David Greenberg on Dec 02, 2004

Space Index

0-9 ... 83 A ... 39 B ... 10 C ... 186 D ... 40 E ... 11 F ... 19 G ... 19 H ... 6 I ... 34 J ... 2 K ... 31 L ... 9 M ... 29 N ... 11 O ... 11 P ... 116 Q ... 27 R ... 15 S ... 36 T ... 32 U ... 38 V ... 13 W ... 16 X ... 1 Y ... 3 Z ... 0 !@#$ ... 0
0-9 01 Locate an existing case Name: 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 ... 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.&nbsp; This contact is presumed to be the one that will become the "client" of this case. For physician health cases ... 03 Add activity to existing case 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, nonmilestone activity. \Unstructured comment nonmilestone activity \Structured comment milestone activity \Classification case ... 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 ... 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 ... 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 ... 1.5 Alpha - Bugs and Issues page is no longer being maintained for 1.5 alpha bugs. Please use the issue tracker http://issues.civicrm.org/. minor upgrades / features / bugs kurund upgrade google maps to v2, check and see if google does geocoding now (can we ... 18-07-2005 Anil Kokitkar Tasks done today worked on CRM241 http://objectledge.org/jira/browse/CRM241 worked on CRM214 http://objectledge.org/jira/browse/CRM214 Upcoming Tasks test script for modified api CRM214 http://objectledge.org/jira/browse/CRM214 Kurund Jalmi ... 2 Feature Requests - Add photos and Export Phonelists 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 individual ... 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. &nbsp; CiviCRM wird in eine&nbsp ... 2005-05-18 yashesh CRM62 gave overall structure/design to start the test suite. CRM61 resolved. CRM63 resolved the datageneration part. Testing and Fixing bugs in Custom Data (a few have cropped up). kurund worked on relationship issue (CRM58). worked ... 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 MYCLASSconstant; in the rest of php code ... 2005-05-20 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 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 CRM75 http://objectledge.org ... 2005-05-21 Anil Kokitkar woking on CRM80 http://objectledge.org/jira/browse/CRM80 figure out the difference between php4 and php5 working on refernce conversion in converter script Kurund Jalmi fixed some the issues in CRM63 http://objectledge.org/jira/browse/CRM63 cleaned ... 2005-05-23 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 Reference conversion is completed for objects. fixed the bugs in static conversion. Kurund Jalmi resolved CRM63 http://objectledge.org/jira/browse/CRM63, CRM58 http://objectledge.org/jira/browse/CRM58 working ... 2005-05-24 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 fixed the bugs in static data type conversion, counstructor name conversion. Kurund Jalmi working on CRM80 http://objectledge.org/jira/browse/CRM80 worked on CRM73 http://objectledge.org/jira ... 2005-05-26 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 Kurund Jalmi working on CRM80 http://objectledge.org/jira/browse/CRM80 Manish Zope working on CRM99 http://objectledge.org/jira/browse/CRM99 (test by maxQ) created and commited testsandbox.sh under ... 2005-05-27 Anil Kokitkar Tasks done CRM80 http://objectledge.org/jira/browse/CRM80 work in progress. Kurund Jalmi Tasks done today CRM80 http://objectledge.org/jira/browse/CRM80 work in progress. Upcoming Tasks CRM80 http://objectledge.org/jira/browse/CRM80 ... 2005-05-30 Anil Kokitkar Working on CRM80 http://objectledge.org/jira/browse/CRM80 Kurund Jalmi on leave. Manish Zope Tasks done today working on CRM99 http://objectledge.org/jira/browse/CRM99maxQ test > modifications made to avoid popup for username and password (going ... 2005-05-31 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 made changs in converter script. Kurund Jalmi on leave. Manish Zope working on CRM99 http://objectledge.org/jira/browse/CRM99 preapring test cases for search pages such that the cases will give ... 2005-06-01 Anil Kokitkar Working on CRM80 http://objectledge.org/jira/browse/CRM80 Kurund Jalmi Working on CRM80 http://objectledge.org/jira/browse/CRM80 Manish Zope Working on CRM99 http://objectledge.org/jira/browse/CRM99 worked on search script worked on the database connectivity ... 2005-06-02 Anil Kokitkar working on CRM80 http://objectledge.org/jira/browse/CRM80 fixed some bugs in converter script done some manual changes in code for php4 Kurund Jalmi working on CRM80 http://objectledge.org/jira/browse/CRM80 ddi some code ... 2005-06-03 Anil Kokitkar Kurund Jalmi working on CRM80 http://objectledge.org/jira/browse/CRM80 Manish Zope Tasks done today CRM99 http://objectledge.org/jira/browse/CRM99 maxq test for basic search are done and commiting soon working on admin add ... 2005-06-06 Anil Kokitkar worked on CRM80 http://objectledge.org/jira/browse/CRM80 worked on converter script Kurund Jalmi worked on CRM80 http://objectledge.org/jira/browse/CRM80 resolved CRM114 http://objectledge.org/jira/browse/CRM114 Manish Zope working on : worked on CRM99 ... 2005-06-07 Anil Kokitkar worked on CRM80 http://objectledge.org/jira/browse/CRM80 fixed the bugs in convereter script. Kurund Jalmi worked on CRM80 http://objectledge.org/jira/browse/CRM80 Done some reading on JPSpan Manish Zope Todays Work all objects ... 2005-06-08 Anil Kokitkar Done testing of crm on php4 read some stuff of php Kurund Jalmi Developer testing: created CRM116 http://objectledge.org/jira/browse/CRM116 issue. done some reading on JPspan and Ajax.. Manish Zope Today's Work ... 2005-06-09 Anil Kokitkar Reading QuickForm tutorial Working on Actions in contact selector Kurund Jalmi working on JPspan framework worked on CRM119 http://objectledge.org/jira/browse/CRM119 Manish Zope Todays Work working on common login for all maxq tests ... 2005-06-10 Anil Kokitkar Working on Add contact to Household Kurund Jalmi working on CRM119 http://objectledge.org/jira/browse/CRM119 Manish Zope Work done today modified some of the maxq tests so that chances of failing the tests will reduce sandbox tested ... 2005-06-13 Anil Kokitkar on leave Kurund Jalmi installation of new m/c (php,apache, etc) also worked on CRM119 Manish Zope Todays Work some more modifications to maxq tests tested the tests on local m/c as well ... 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 CRM119 done with basic framework. Manish Zope Work Done today working on maxq tests...modified ... 2005-06-15 Anil Kokitkar worked on action batch done some testing Kurund Jalmi worked on CRM119 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 ... 2005-06-16 Anil Kokitkar Done some testing working on Activities part Kurund Jalmi resolved CRM119 http://objectledge.org/jira/browse/CRM119 worked on Activities Framework CRM136 http://objectledge.org/jira/browse/CRM136 also worked on framework for Call and Meeting Activities ... 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 ... 2005-06-18 Anil Kokitkar Todays Work worked on CRM138 (phone call) Upcoming Task CRM138 (phone call) Kurund Jalmi Todays Work worked on CRM138 framework for activities(call and meeting) adding activities Upcoming Task implementation of selector for displaying ... 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 ... 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 showhide for view ... 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 ... 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 ... 2005-06-28 Anil Kokitkar change crmactivityhistory.activitydate to datetime field working on intergation of crm in civispace. Kurund Jalmi Tasks done today CRM176 http://objectledge.org/jira/browse/CRM176 Work in progress Upcoming Tasks CRM176 http://objectledge.org/jira/browse/CRM176 Manish ... 2005-06-29 Anil Kokitkar Tasks done today Worked onCRM178 http://objectledge.org/jira/browse/CRM178(resolved) Created Issue CRM182 http://objectledge.org/jira/browse/CRM182 and working on that Upcoming Tasks CRM182 http://objectledge.org/jira/browse/CRM182 Kurund Jalmi Tasks ... 2005-07-12 Anil Kokitkar Tasks done Today Resolved CRM223 http://objectledge.org/jira/browse/CRM223 for deletecontact api Worked on CRM214 http://objectledge.org/jira/browse/CRM214 groups api Upcoming tasks Work on CRM214 http://objectledge.org/jira/browse/CRM214 Kurund ... 2005-07-13 Anil Kokitkar Tasks done today Completed Implementation of crmgetclassproperties() CRM226 http://objectledge.org/jira/browse/CRM226 Working on group api CRM214 http://objectledge.org/jira/browse/CRM214 Upcoming Tasks Work on group api CRM214 http://objectledge.org/jira ... 2005-07-14 Anil Kokitkar Tasks done today Implemented group api CRM214 http://objectledge.org/jira/browse/CRM214 Upcoming Tasks Testing of group api CRM214 http://objectledge.org/jira/browse/CRM214 Kurund Jalmi Tasks done today working on CRM176 ... 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 CRM176 http://objectledge.org/jira/browse/CRM176 Upcoming Tasks CRM176 http://objectledge.org ... 2005-07-16 Anil Kokitkar Tasks done today Working on CRM241 http://objectledge.org/jira/browse/CRM241 Upcoming Tasks CRM241 http://objectledge.org/jira/browse/CRM241 Kurund Jalmi Tasks done today working on CRM176 http://objectledge.org/jira/browse/CRM176 Upcoming ... 2005-07-19 Anil Kokitkar Tasks done today Worked on CRM243 http://objectledge.org/jira/browse/CRM243 fixed CRM214 http://objectledge.org/jira/browse/CRM216 fixed CRM241 http://objectledge.org/jira/browse/CRM241 Upcoming Tasks test cases for CRM243 http://objectledge.org ... 2005-07-20 Anil Kokitkar Tasks done today worked on CRM250 http://objectledge.org/jira/browse/CRM250 working on CRM252 http://objectledge.org/jira/browse/CRM252 Upcoming Tasks work on CRM252 http://objectledge.org/jira/browse/CRM252 Kurund Jalmi Tasks done today ... 2005-07-21 Anil Kokitkar Tasks done today CRM176 http://objectledge.org/jira/browse/CRM176, also worked on prefix issue Working on Google Map Api CRM252 http://objectledge.org/jira/browse/CRM252 Upcoming Tasks work on CRM252 http://objectledge.org/jira ... 2005-07-22 Anil Kokitkar Tasks done today Worked on CRM256 http://objectledge.org/jira/browse/CRM256 Upcoming Tasks work on CRM256 http://objectledge.org/jira/browse/CRM256 Kurund Jalmi Tasks done today worked on CRM176 http://objectledge.org/jira/browse/CRM176 ... 2005-07-25 Anil Kokitkar Tasks done today Wroked On Issue CRM256 http://objectledge.org/jira/browse/CRM256 Upcoming Tasks work On Issue CRM256 http://objectledge.org/jira/browse/CRM256 Kurund Jalmi Tasks done today resolved CRM266 http://objectledge.org ... 2005-08-03 Anil Kokitkar Tasks done today worked on CRM277 Upcoming Tasks will work on CRM277 Kurund Jalmi Tasks done today worked on integration of google map api.(for multiple contacts) working on remaining issues of CRM252 (integrating in selector) Upcoming ... 2005-08-04 Anil Kokitkar Tasks done today worked on CRM277 http://objectledge.org/jira/browse/CRM277(Other Activity completed) working on CRM123 http://objectledge.org/jira/browse/CRM123 Upcoming Tasks work on CRM123 http://objectledge.org/jira/browse/CRM123 Kurund Jalmi ... 2005-08-05 Anil Kokitkar Tasks done today worked on CRM277 http://objectledge.org/jira/browse/CRM277 Working on CRM123 http://objectledge.org/jira/browse/CRM123 Upcoming Tasks Work On CRM123 http://objectledge.org/jira/browse/CRM123 Kurund Jalmi Tasks done today ... 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 ... 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 ... 2005-08-10 Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today resolved CRM277 & CRM301. also worked on CRM123 also done some testing and bug fixing.. Upcoming Tasks statecountry widegt integration in add ... 2005-08-11 Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today worked on CRM301 Upcoming Tasks bug in delete contact statecountry widget for add/edit contact Manish Zope Tasks done today did ... 2005-08-12 Anil Kokitkar Tasks done today Resolved CRM301 http://objectledge.org/jira/browse/CRM301 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 ... 2005-08-16 Anil Kokitkar Tasks done today Implemented group API crmcreategroup,crmupdategroup and crmdeletegroup Studing Outlook Integration Upcoming Tasks Outlook Integration . Kurund Jalmi on leave Manish Zope Tasks done today working on maxq test scripts ... 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 ... 2005-08-18 Anil Kokitkar Tasks done today Upcoming Tasks Kurund Jalmi Tasks done today resolved crm314 http://objectledge.org/jira/browse/CRM314, developer testing. also done reading on xajax(ajax framework) Upcoming Tasks statecountry widget ... 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 ... 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 ... 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 statecountry integration for contact. also done reading on auto complete textbox Upcoming Tasks ... 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 statecountry widget. Upcoming Tasks statecountry widget ... 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 CRM344 http://objectledge.org/jira/browse/CRM344 Upcoming Tasks ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 CRM399 http://objectledge.org/jira ... 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 ... 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 COMPlugin for Oulook Deepak Srivastava Tasks done today Worked ... 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 ... 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 ... 2009_01_23 - Troy's Reasons User Narratives. Troy Jacobson Narrative I use CRM to manage neighborhood organizing and doortodoor 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 ... 2009_01_24 - Initial Proposal Rational for a CiviCanvass Component It appears that all or almost all of the functionality is already implemented.&nbsp; What is missing is a centralized component that brings these functions together for the purpose of canvassing. Terminology The working terms I will use for the functions of a canvass component are script, walk ...	A Aaron Crosman Issue tracker things I'd like to work on. CRM2781: improved export functionality. CRM2681: Preserve Search results selection across multiple result pages. CRM1527: multiple values in custom fields I haven't learned the current limits of CiviCRM's ... 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, or more ... ACL Implementation and Restrictions civicrmacl 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 ... ACL's, Organic Groups and Multi-Org 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 (58) have some smaller chapters associated with it. In total ... 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/nonprofit online success: the ability ... 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.&nbsp; This might be a border, or a color.&nbsp; (see parent page for definition of actions ... Activity Data TABLE OF CONTENTS Proposed Changes Overview These changes are designed to: simplify the data model for activities by merging activityrelated similar tables (Activity, Meeting, Phonecall, Activity History) and eliminating unnecessary tables (emailhistory, smshistory) replace use of entitytable/entityid model ... 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 ... Activity report for LIOs Note: see base of this page for screenshot of suggetsed report filters. Voluntary Action Westminster http://vawcvs.org, and other LIO (local Infrastructure Organisation), support other nonprofit organisations in a variety of ways.&nbsp; Staff work on different projects. They then record ... 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.&nbsp; Unlike most ... 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 things ... Adding PTP's Canvass and PhoneBank Report to CiviCRM Background and Demo Check the blog post http://civicrm.org/node/658 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 ... Advanced Search Mockup Advanced Search Search on a variety of contact properties including group memberships, category assignments and location critera. The Search Results page #searchResults includes Actions to: Save the search query as a 'dynamic' group, OR Save the resulting list of contacts to a 'static' group ... Advisory Group Meetings Next Meeting November 24, 2009 Meeting CRM:Agenda for 11242009 Meeting Previous Meetings Sept 23, 2009 Meeting Agenda and topics for 092309 meeting Sept 2, 2009 Meeting Agenda and topic for 090209 meeting July 1 ... Advisory Group Members Current Members Brian Shaughnessy Brian Shaughnessy has over 12 years experience working with notforprofit professional and trade associations in various communications roles. Before beginning his own web development business two years ago, he ... Advisory Group Projects Create sections for advisory group projects here. Usability Improvements Competitive Analysis Matrix Redesign Web Presence 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 Dialin Number: 12195098111 (East Coast US) Access ... 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 Dialin Number: 12195098111 (East Coast US) Access ... 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 Dialin Number: 12195098111 (East Coast US) Access ... 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 Dialin Number: 15174175200 (Midwest) Access Code: 71405 ... 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 ... 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 Dialin Number: 13099465000 (Midwest) Participant Access Code ... 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 Dialin Number: 13099465000 (Midwest) Participant Access Code ... 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 Dialin Number: 12195098111 (East Coast US) Access ... 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 fields ... 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 ... Andrew Perry 1.&nbsp; New report framework for custom reports 2.&nbsp; Civimail framework and client feedback on how it can be improved (save and recover drafts, displaying full email as sent in html view using header and footer at time of sending ... 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 ... API Conventions 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 / files # Catalog the resource types and operation types and implementation status of the API functions # Develop unit tests to test ... API Documentation Moving toward defining standard structure and format for API docs. Idealworld req's are: # Doc can be used/understood by both techie and nontechie folks # Doc can be browsed/displayed w/in Confluence space # Doc is embedded in, or linked to/from the source ... API Documentation & Clean Up Crew 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 generate ... API Gardening Project 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 repository. Adapt existing ... 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. Create ... Apr 11 - Apr 15 Yashesh Bhatia Kurund Jalmi Manish Zope Apr 18 - Apr 22 Yashesh Bhatia Kurund Jalmi Manish Zope Apr 25 - Apr 29 Yashesh Bhatia Kurund Jalmi Manish Zope 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 ... Archives Archived / obsoleted requirements drafts are stored in this area Assigning Contacts to Households 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, apartment number All records with the same ...
B Big Picture Stuff about 15 years of experience in social justice nonprofits, as I see it there are three keys to social/political/nonprofit online success: the ability to get people to the website, getting them involved (and keeping them involved), and then getting them to support the work ... 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.html http://forum.civicrm.org/index.php/topic,9430.0 ... 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)&nbsp; College Match Specs and Tasks BrannerCM07Specs (Apr 22 ... Branner_CM_07_Specs College Match 07 Specs and Tasks &nbsp; \\ Task &nbsp;Complete Date \\ &nbsp;Status &nbsp;URL System to view and label faxes without barcodes Specs \\ May 7&nbsp; In Progress \\ http://questbridge.org/appstaging/faxeddocuments \\ User ... Branner_CPS_07_Quest_Tasks Quest Tasks for CPS 07 &nbsp;A list of tasks that QuestBridge is responsible for.&nbsp; Tasks&nbsp; Deadline \\ Mockups&nbsp; Status&nbsp; Responsible&nbsp; Reader Specs \\ &nbsp;1/17/07 http://www.questbridge.org/appstaging/cps07/reader.html \\ Paras\\ Decide on fax solution \\ &nbsp;1/30/07 Done ... Breakdown by Attribute Report 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 ... 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 ... 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 noncase activities it still has a default. (this was intentional, we set default to blank only for case related activities Kurund ... 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 nonprofit massmailing. You have to check if you have 10 or more items with the same ... 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 tobedefined extended fields. Individuals are modeled as a type of contact record (type=individual). Household ...	C Caller Role CPHN 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 calling with respect ... Campaign, Fund, or Appeal Breakdown Report 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 ... 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 effectiveness measures and being able to compare ... Canvassing increase functionality for doortodoor canvassing. Please name new pages using date first format.&nbsp; yearmonthday filename (20090123 filename Career stage 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Case Count 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 with a start date ... Case History Case History \\ This page contains all of the objects and properties that fall under the category "Definition of a Case".&nbsp; The table below contains all of the CPHN common indicators that are assigned by a system when the case is opened or closed.&nbsp; The table compiles information ... Case management functionality - ideas 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 http ... 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 ... 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 here: CiviCase Project Home ... Case referral source 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Case Referral Target 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Case Summary listing of cases similar to the builtin 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 repository Case Tab - View Contact 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 Search Results and CiviCase ... Census Information from MA From Howard Johnson to the crmdev 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 kept ... 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. ASAM ... Changes to make CiviMail (1.9) run on 2.0 nbsp;To change queries of getRecipients and getTestRecipients functions in CRM/Mailing/BAO/Mailing.php. solution>removing location table used for email search like \\ &nbsp; \&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp ... Chris Burgess I run a contracting business (Giant Robot) with a core focus on data management using PHP. We are enthusiastic users of opensource and do our best to contribute back to the community, and are looking forward to expanding our use of CiviCRM software in future ... Churches How can we Modify/Tailor CiviCRM for use with Churchs CiviAccounts Functional Requirements Fundamental to any common accounting package is the doubleentry bookkeeping system http://en.wikipedia.org/wiki/Doubleentrybookkeepingsystem. Currently, CiviCRM does not, however, have a doubleentry recording system.&nbsp; Contributions are stored in civicrmcontribution\ tables. Preferably, when someone makes a Contribution ... 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 described on the forums http ... 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 http://en.flossmanuals.net/civicrm was published and released on the FlossManuals.net website. The final book ... 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 would ... CiviCase - Case Goals Discussion Problem Statement In a case management plan there are generally 510 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 eventually the goal. I wonder if there is a relatively simple ... CiviCase - Data Objects and Properties Specification of the schema usage and changes needed to meet CiviCase requirements/use cases for phase one. Case (civicrmcase) Field Type CiviCase Usage Notes id int(10) unsigned Unique identifier for the case. casetypeid varchar(128) Assign ... 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 (PHPBC). Status as of September 12, 2008 Summary of Findings The feasibility investigation ... CiviCase - Mapping to CPHN Common Indicators 1. Introduction &nbsp; 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.&nbsp; We're starting with a list of a few key terms that we ... CiviCase - Meetups October 2829 Meetup in San Francisco Attendees From Physician Health Program BC: Andrew Clarke, Claire Sauve, Dave Dantowitz From CiviCRM: Michal Mach, Deepak Srivastra, Donald Lobo, Kurund Jalmi, Dave Greenberg Agenda ... CiviCase - Metadata and Configuration Case Configuration Property Tree Case Type Name \ linkage to DB case type option value record (use optionvalue.name column which is untranslated) Activity Types \ which types are allowed for this case type Activity Type Key Name ... 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 ... 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 PHPBC. Scheduled delivery of a working alpha to PHPBC is early December 2008. Scheduled availability of production code for this phase ... 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 ... CiviCase - Phase 1 To-do Phase 1 Todo List Open Issues Deepak Kurund Dave D D Completed Issues Split civicasesampledata.mysql into two files config tasks and sample data and reorganize Case/xml/configuration to allow us to distribute multiple config ... CiviCase - Phase 2 Candidates 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 ... CiviCase - Phase 2 Scope of Work Next Release (2.3) 1. (/) (CRM4478 http://issues.civicrm.org/jira/browse/CRM4478) Add Priority field to Activity form default Normal, other options: Urgent, Low 2. (/) (CRM4476 http://issues.civicrm.org/jira/browse/CRM4476) Activity option value description ... 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\ CRM5599 http://issues.civicrm.org/jira/browse/CRM5599 Recording conversations in a case ... CiviCase - Primary Use Cases Scott Ambler's examples of different kinds of use cases, at different levels of formality. http://www.agilemodeling.com/artifacts/systemUseCase.htm We're probably looking for use cases that are more informal and "agile". 01 Locate an existing case 02 Create new ... CiviCase - Project Home 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 board http://forum.civicrm.org/index.php/board,33.0.html ... 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 nonobserved activities 3. goals (now understood as milestone activities that have a status of "planned ... 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 CiviCase - Specifications Use this section for implementation design and detail pages. CiviCase Phase 1 Scope of Work CiviCase Phase 1 Scope of Work CiviCase Screen Mockups CiviCase Screen Mockups CiviCase Metadata and Configuration CiviCase Metadata and Configuration CiviCase Data ... CiviCase - Time Tracking Use this page to record billable hours for the CiviCase Project. Phase 1 Date By Hours Description 9182008 dgg 3 Specifications, schema design 922 thru 9262008 dgg 16 Conf call, team briefings, post issues, mockups ... 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/CoursedirectoryinCiviAlphaInternationalapproach In order to use the CiviCase module in some different ways to its ... CiviCase Dashboard screen mockup&nbsp; 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 with.&nbsp; They will need to be able to see the cases with recent, and upcoming ... CiviCase Reports Case Summary http://wiki.civicrm.org/confluence/display/CRM/CaseSummary A little bit obsolete: Case Count http://wiki.civicrm.org/confluence/display/CRM/CaseCount "Complex" Cases http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=15401272 CiviCase VAW healthcheck requirements Headline goals VAW work to support local voluntary organisations and community groups.&nbsp; 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 provides a way to measure ... CiviCon 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 9:0010:00 Morning ... 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 ... 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 shoestring ... CiviContribute CiviMember membership renewal payment process requirements 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 organisations will run membership based ... 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 ... 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 forms) Configure ... CiviCRM - Timeline 2005-2009 civicrmtimeline.jpg align=center 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 ... 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 interface ... 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 interface ... 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 .. then the result ... No matches found for: State = "CA ... CiviCRM 1.7_DE CiviCRM 1.7: eine freie Open Source http://de.wikipedia.org/wiki/Opensource eCRM http://de.wikipedia.org/wiki/ElectronicCustomerRelationshipManagement Lösung\! Wir freuen uns ihnen die neueste Version von CiviCRM Version 1.7 vorzustellen. Wir danken ... CiviCRM 1.8 - Dev Team Bug Report Open Issues&nbsp; Resolved Issues&nbsp; 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 ... CiviCRM 2007 Goals 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. Usability: Engage with UX experts to guide ... 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 SanFrancisco based consultant specializing in web accessibility issues. Brian has over ... CiviCRM Advisory Group 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 key goals for the group ... 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 ... 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 ... CiviCRM and Drupal 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 ... 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 IEcompatible. After a 20 minute tour of the rest of CiviCRM (except CiviMail), I did not find any ... 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 CiviCRMInvoke CiviCRM is pear based. Quick Form Quick Form controller (for wizards, import mailing ... CiviCRM as a Donor Database Evaluation Inspired by the comparison charts at Techsoup http://www.techsoup.org/learningcenter/databases/page5961.cfm and AFP http://www.afpnet.org/contentdocuments/TechnologyChartMayJun2008.pdf and Grassroots Funding Journal http://www.grassrootsfundraising.org/howto/software.html and Nonprofit Times http://www.nptimes.com/fme/oct04/Oct04FMEDSM.pdf and others, I thought it was time to rectify ... CiviCRM as a Low Cost Donor Management System review mirrors the format and methodology employed by Idealware http://www.idealware.org/in 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 source ... 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 Civicrm configuration changes WORK IN PROGRESS Misc notes&nbsp; Civicrm on dev.kabissa.org seems slow\!&nbsp; 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 ... CiviCRM Consulting Rate Sheet 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 to understand Open ... CiviCRM Dev Environment on Mac OS X using MacPorts, NetBeans, & Webgrind HOWTO This page is still a work in progress. There are still some bugs with this setup that I'm working on ironing out. Hopefully it will be ready for others to try out soon. Until then, caveat emptor\! 2009/11/24 MacPorts has decided to "upgrade" to MySQL 5.1, which ... 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 2day intensive training and handson development session and provide a great chance for new CiviCRM ... CiviCRM Documentation - OBSOLETE section contains a prior version of CiviCRM Documentation. Go to CRMDOC:Documentation Home for all current topics. CiviCRM Documentation (OBSOLETE) Installing and Upgrading CRMDOC:2. Install CiviCRM can be hosted inside the CivicSpace/Drupal OR Joomla! / Mambo content ... 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 contacts ... CiviCRM Drupal Taxonomy Integration an attempt to add a hierarchical custom data type for use in CiviCRM with the parent/child structure defined by a Drupal vocabulary http://drupal.org/handbook/modules/taxonomy. Whew! Finally got something worth showing. It's pretty rough and not fully integrated ... CiviCRM European-International Teleconference When:&nbsp;Wednesday 8 April at 16.00 CET / 15.00 GM{}{}T&nbsp;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 ... 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 http://wiki.civicrm.org/confluence/display/CRMDOC/CiviEngage You can read the IRC meeting logs here http://wiki.civicrm.org/confluence/pages/viewpageattachments.action ... CiviCRM for Local Infrastructure Organisations (LIOs) in the UK Start here\! Who are you? Managers and non technical staff at LIOs start here CRM:Introduction for local infrastructure organisations ICT and t CRM:Introduction for technical staff at local infrastructure organisationsechnical staff at LIOs start here CRM:Introduction ... 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/CRM/Demo Contribute User Narratives ... CiviCRM Internationally one page document from 2006 outlining how CiviCRM is being used internationally is attached to this page 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. use ... CiviCRM project at De Goede Woning homepage of our (EEatWork) 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 to other ... 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 (emails, donations, petitions, events, etc.). The technology is designed to be lightweight ... 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 ... CiviCRM Reviews Recent Reviews NTEN CRM Survey http://nten.org/blog/2007/12/11/2007crmsatisfactionsurvey NTEN Webinar http://www.nten.org/events/webinar/2008/03/27/freeandopensourcecrmtools The MFPL/Progressive Technology Project CRM review https://support.mayfirst.org/wiki/projects/crmreview Blog review(s) Michelle Murrain http ... CiviCRM Roadmap CiviCRM Roadmap CiviCRM is the first internationalized, opensource CRM platform designed specifically for nonprofits, offering a webbased constituent database integrated with online engagement tools (online donation processing and donor management, bulk email, and membership management). Check out ... CiviCRM Team Meet the CiviCRM team... U.S. Team Donald Lobo !Dave web shot.jpg thumbnail! Dave Greenberg India Team !kurund.jpg thumbnail! Kurund Jalmi Deepak Srivastava Yashodha Chaku Kiran Jagtap Sunil Pawar Shailesh Lende Amiteshwar ... CiviCRM Team Meetups CiviCRM Training Post training session materials and agenda's in this section of the wiki... Presentations from CiviCRM Training Events Training Presentations CRM:User Training Exercises Configuring and Customizing Training Exercises CiviCRM Unit Testing 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 ... 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 http://objectledge.org/confluence/display/CRM/CiviCRMv2.0 for a preview of candidate features for future releases. Drupal/Civicspace ... 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) Datepicker calendar widget Data Import Support for saving and retrieving Import Field Mappings from step ... CiviCRM v1.3 v1.3 Release Summary CiviContribute Phase 1 (/) Phase 1 features, and engineering specification are here... CiviContribute Specification Data Import / Export (/) CRM518 Export for PRIMARY contact fields should include a locationtype column (Street AddressWork), and Phone and IM ... CiviCRM v1.4 New Features for v1.4 This page highlights some of the key enhancements and fixes in v1.4. Click the issuetracking code link for more detailed specifications and current status of the item. For a complete listing of all new features and fixes check out our complete ... CiviCRM v1.5 v1.5 Feature Summary Items which are in progress or completed have been assigned an issuetracking code (e.g. CRM999). Click the issuetracking code link for more detailed specifications and current status of the item. Memory and Speed Optimizations CiviMail and Import ... 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 http://issues.civicrm.org/jira/secure/IssueNavigator.jspa?mode=hide&requestId=10182. View details for completed 1.6 issues here ... 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 midlate February check back here for a link. Please ... 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 targeting mid July 2 ... 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 CRM2263 http://issues.civicrm.org/jira/browse/CRM2263 Implement Group "types" for Mailing Lists and Access Control Groups. This allows ... CiviCRM v1.9 - Dev Team Bug Report Open Issues Resolved Issues 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 ... 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 workflows for Thankyou Letter and/or Receipt ... 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 ... 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 ... 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 ... 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 (/) CRM3788 http://issues.civicrm.org ... CiviCRM v3.0 3.0 Key Features List Release 3.0 was previously referred to as 2.3 CiviReport Reporting framework plus \20 outofthebox reports on Constituents, Contributions, Events, Membership and more. Component specification and report listing http://wiki.civicrm.org/confluence/display/CRM ... 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 contact ... CiviCRM v3.2 Candidate Features for 3.2 Release 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, looking at ContributeFormContribution the call to load custom data does good ... CiviCRM v3.3 Candidate Features for 3.3 Release Issues currently assigned to 3.3 in the issue queue Core CiviCRM Modify form and page code to reduce the work done on ajax requests. For example, looking at ContributeFormContribution the call to load custom data does good ... CiviCRM Web Services API use cases Remote Event Registration System &nbsp;We have a remote CMS that provides integrated Event tracking and registration.&nbsp; We intend to have users setup events in that system, but have registrant information passed back to CiviCRM.&nbsp; When ... CiviCRM Wiki Heavy cleanup in progress, sorry for inconvenience. If you're looking for CiviCRM documentation, go here CRMDOC civicrm.org tasks Make CRMdev 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 ... CiviCRM.org v2 IA CiviCRM.org v2 Information Architecture Principles: Solutionseeker 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 Information Architecture: Home ... CiviCRM1.0 CivicSpace 1.6 Wish list 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 all pages ... CivicSpace and Drupal Integration Documentation describing requirements, use cases and suggested API specifications in support of existing CivicSpace and Drupal modules' contactrelated activities CivicSpace On Demand Contribs CivicSpaceWishLists 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 CiviEvent Phase 1 Specifications CiviEvent Phase 1 Specifications, as well as the CiviEvent section of the 2.1 Roadmap CiviCRM v2.1 ... CiviEvent - New Features for 2.3 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 http://civicrm.org/blog/4679. Please try to focus your comments ... 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 CRMDOC:CiviEvent Admin. You can also review and add to CiviEvent Feature Candidates requirements ... CiviEvent - Phase 1 Specifications 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 reflects feedback and suggestions from many folks in the CiviCRM ... CiviEvent testing 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/CiviEventNewFeaturesfor2.3 as well as in issue tracker http://issues.civicrm.org/jira/secure/IssueNavigator.jspa?reset ... 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 'financialrecordtype' name      Description      Inout grantsin   Grants In      In grantsout   Grants Out      out 2) Allow custom data ... 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 elements translated in .po files, and the ability ... 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 ... CiviMail Issues Internal stuff, mailing lists etc sendmail cleanup, tokens \???\ CRMdomain preferences to save field settings?, domain address stuff (CRM700 http://objectledge.org/jira/browse/CRM700) \done\ figure out 'templates' feature in send mail wizard eliminate ... CiviMail Multi-Org Support CiviMail MultiOrg Support This page describes how the new multiorg 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 multiorganization ... 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 CiviMember Phase 1 ... 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 CiviMember Community Specifications and Comments developed by Joe Murray, with additional contributions from ... CiviMember - Phase 2 Specifications just a few point form notes, to be fleshed out into more detail.&nbsp; &nbsp;Renewals &nbsp;There are three major approaches to renewals that an organization can take if a contact makes an additional contribution partway through their membership # Additional ... 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 ... CiviPhonebank - Distributed Phone Bank Management Distributed Phonebank Organizations run phonebanks all the time, typical purposes could be for: # Fundraising / Organizational development # Event ticket sales # Event promotion (announcements of meetings, decisions, social / organizational / sporting events) # Voter ID / Get Out The Vote ... CiviPledge Roadmap Pledges are distinguished from PayLater or Recurring Contributions by the need to report and track the amounts before they are received. (There is discussion in the Finance and Accounting CRM:Finance and Accounting section where it is also suggested that Contributions should be able to be tracked and reported upon regardless of whether ... 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 installation specific and hence the links ... 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 goals with CiviReport ... CiviReport Phase 1 Specifications Draft CiviReport Phase 1 Specifications under construction here... Suggestions for Preconfigured Reports These are use cases for preconfigured reports w/ some input parameters. From Bjorn Arneson: Contact display name cumulative gift total for contacts of type ... CiviSMS We met Ben and Bart from Mobile Voter http://www.mobilevoter.org 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 ... CiviTime timesheet timetracking specifications my experience, NGOs have two main elements to track to be more efficiently organised: \\ their contacts their activities&nbsp;&nbsp; CiviCRM handles very well the first one, and is versatile enough to track a lot of activities (a phone call, a meeting...), and their duration. However ... CiviVolunteer, CiviCommittee following are initial specifications for a new Volunteer management&nbsp;module for major events to be developed in Drupal for CiviCRM.&nbsp;It is intended to provide Volunteer Management functionality for events specified in CiviEvent Phase I or Phase II. Additional similar functionality is detailed to support ... Clean URL support for drupal 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 rewritemodule modules/modrewrite.so ... Clients Place to store documents (requirements, specifications, task lists, etc.) for individual LIOs using CiviCRM Close Date 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 civicrmquest and load latest full dump from quest production backup. 2. Make sure ... 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 ... 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 may not have ... 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) # Multiorganization support (groups and organization contacts ... 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 closing ... 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 &nbsp;Mockups Jul 1 College Match App Mockup (with engineering notes) completed. Quest ... 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 a{}strikethrough ... 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 CM Processing Tasks. Milestones Date Task Responsible&nbsp; Mockups&nbsp; Aug ... 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 http://issues.civicrm.org/jira/browse/CRM1113. All testing ... Common Page Elements Common Page Elements This mockup shows persistent navigation, search, and quickentry elements to be included on all (or most) pages. We are evaluating whether to suppress some of these elements in the context of multipage task ("wizards") for example "Import Contacts". Prototype \\ !CRMbasewireframe.png 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 OG (Kurund check on feasability) Organic ... 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 CRMrelated topic here. Simply register ... Community Meetings Directory to hold meeting agendas and reports from community meetings and gatherings 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 screenshots or other potentially proprietary (nonpublicly ... 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 ... Configure Custom Data section contains a prior version of CiviCRM Documentation. Go to CRMDOC: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... information ... Configuring and Customizing - Training Exercises 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. Configuration Checklist Localization Some school alumni now live ... Configuring and Customizing CiviCRM Prerequisites This handson 1day 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 familiarity with CiviCRM before the session. Each ... 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 ... Consulting Services Agreement 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 a Statement of Work attachment or a link to an ... 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 civicrmindividual, civicrmhousehold and civicrmorganization into civicrmcontact. Here are the relevant fields which ... 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) optouts / exclusions (contact has optedout or CRM 'owner' has explicitly excluded ... Contact Info Logging 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 catchall for ideas that might be looked at later. Phase I Objective ... 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 who are employees of a contact Organization ... 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 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 ... 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 ... Contribution Summary Report 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 contribution ... 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) and other related courses such as The Marriage Course ... 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 post you thoughts ... 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 targets (phone ... 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 ... Current Employer Report report show the list of employee with Employers Report Columns Employer Name Employee Name Optional Report Columns Demographics Job Title Employee Since (&nbsp; ( Relationship Start Date ) Employee contact details Filter Employer name Employee ... 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 Outlook to CiviCRM needs ... Currently active projects Curriculum Drupal/CiviCRM Training Curriculum DRAFT Author: John Kenyon Overview This is a UserCentric Product Training This training introduces students to the tools "Drupal" and "CiviCRM". Drupal is a tool that helps organizations organize and manage the content of their website. Besides managing content, Drupal ... Custom Fields v1.8 or 1.9 Custom field rework requirements / suggestions High level requirements: # Support 100120 custom fields per CiviCRM installation without significant performance degradation. # Allow users to create these fields via the UI Ideas: # Retain custom data group ... Custom Group, Field, Value mentioned by Lobo in his blog http://civicrm.org/node/150, The drawbacks for current custom data model are: &nbsp;&nbsp;&nbsp; Custom values are stored in a thin table, one per value. This table will grow significantly for large number of custom values ...
D DA - CiviCRM Based on http://wiki.civicrm.org/confluence/display/CRM/ACL%27s%2COrganicGroupsandMultiOrg, the following qualify as deliverables for meeting the project's goals.&nbsp; There is a list of caveats at the end that need to be accounted for in these deliverables: 1. Complete OGcivicrm module in its current form, including ... DA - CiviCRM Issue Tracking 01: Getting "Sorry. A nonrecoverable error has occurred." error with importscript for users requireonce '/home/dseed5/www/demsabroad/sites/all/modules/civicrm/CRM/Bridge/OG/Drupal.php'; iniset('memorylimit', '400M'); $result = dbquery('SELECT uid FROM WHERE ... 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 ... 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 ... 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 locations and maintain the location ... Data Model Changes for 2.x pages in this section are draft specifications for modifying / improving CiviCRM's data model for the 2.x release series Debugging using LOG.php in DRUPAL and CRM Am not using it anymore. have kept it here for history 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 set to implement ... 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 ... 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 from a legacy data store ... Definitions where we'll define terms as we're going to use them here.&nbsp; All the words that people throw around in this domain are quite varied in their meaning.&nbsp; They also mean different things to the many people from different domains who ... Delete Moved to an internal Physician Health page Demo page is a onestopshop for making comments on our public sandbox (workinprogress). You can find more about participating in the CiviCRM project here: http://objectledge.org/confluence/display/CRM/HowtoParticipate The sandbox is available here: http://sandbox.openngo.org/civicrm/drupalphp5 username ... Dennis Gray Detailed Member Management Use Case from Joe Murray from a post to crmdev) 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 ... Developer - Training Exercises Code walkthru Exercises Enable all debugging switches in Global Settings Screen Add the following to your settings file: define( 'CIVICRMMAILLOG' , 1 ); define( 'CIVICRMDEBUGLOGQUERY', 1 ); // after a few pages change this to // define( 'CIVICRMDEBUGLOGQUERY', 'backtrace' ); Add a smartyDebug ... Developer Boot Camp Dec 10,11 - 2007 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 background ... Developer Camp - April 2009 (San Francisco) 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 ... 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 ... 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 the participants at an early ... Developer Camps Read reports of previous meet ups to get an idea of what works well. In the introduction Tell people to make their notes on the wiki either create meeting specific wiki pages, or add to / improve existing wiki pages Tell people ... 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 ... Developer Doc Archives Obsolete pages are located in this section Developer Documentation All documentation directed to technical aspects of system / core developers should go here Developer Training (1 day) Prerequisites 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 latest version of CiviCRM ... Developer's Boot Camp (Melbourne) - April 2008 home page for the Melbourne Developers' Boot Camp which will take place on April 20 / 21 Prework 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 reallife client ... Developer's Boot Camp (New Orleans) - March 2008 home page for the New Orleans Developers' Boot Camp which will take place on March 1819 in New Orleans. Prework 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 ... Developing with the CiviCRM team 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 to fit within ... Development server packages page is to log software installation/modification on our development servers. 20050722 civicrm1 and 2 ports/shells/bash2 ports/shells/bashcompletion ports/editors/vim ports/devel/subversion ftp/curl converters/iconv textproc/libxml2 security/mhash devel ... 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 Goto (or view) contact ... 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 Goto (or view) contact ... Discard discard page&nbsp DMG comments Date Issues Description Desired Behavior 530 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 ... Documentation space switching Database backup, maintenance Do a database backup (dbname: confluence), bring wiki into maintenance mode (in apache) Edit: /etc/apache2/sitesavailable/wiki.civicrm.org It should look like this: <VirtualHost :80> Use CiviVHost wiki # RedirectPermanent /confluence/display/CRMDOC/DocumentationHome http ... Documents from repo Dokumentation_DE Hier entsteht eine Sammlung von deutschen Dokumenten über CiviCRM.&nbsp; CiviCRM 1.7: eine freie Open Source http://de.wikipedia.org/wiki/Opensource eCRM http://de.wikipedia.org/wiki/ElectronicCustomerRelationshipManagement Lösung\! Wir freuen uns ihnen ... 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 with conditional ordering ... Donations MA campaign donations reporting requirements: http://www.mass.gov/ocpf/reporter/Reporter3.htm 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 Drupalspecific integration issues.&nbsp; We will be posting results, presentation slides, and possibly recorded footage here after the presentation Dynamic Forms DB Storage of Form Elements Issues (lobo) Planning for userlevel customizations vs. global customizations stored in DB Store 'option values/labels' in separate table, or as lists? Flexinode enums fieldTypes based on directory scan of mods which define ...	E Editing code - emacs tips. you are using emacs as the editor for drupal related code then these tips might help you. phpmode to use phpmode for drupal related files (.inc, .module) modify file as shown below. root@bfc11 root# cat /usr/share/emacs ... 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/CRM2226). I realize this is for 2.2 version, but it still stands as my most vital need, so ... Entity Table data goal of this project is to take another look and minimize the number of places we use entitytable / entityid. Using this does have the advantage of the same code for multiple objects. However it is probably a bit inefficient and more importantly we cannot use th ... EU FOSDEM Developer Camp - February 2010 (Brussels) 89 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 ... Event Income Report Report Rows OverAll Stati stics Type Breakdown Status Breakdown Payment Mothod Event Income Report \\ Event :Summer Solstice Festival Day Concert \\ \\ \\ Event Location :S 14S El Camino Way E \\ &nbsp;&nbsp;&nbsp ... 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 ... Event Summary Report Event Summary Report provides an overview of event finances. We can include key information, such as event ID, registration, attendance, &nbsp;income generate Report Columns Event Name Event Type Registered/Attended Participant Noshow ... 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 ... 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.&nbsp; 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 up to provide cheap loans ... External Module API Draft Proposal Here is a mirror of the document posted about here: http://civicspacelabs.org/node/view/4425 External Packages in CiviCRM wiki page lists and briefly describes the role and function of external libraries used by CiviCRM. amfphp http://www.amfphp.org/ AMFPHP http://www.amfphp.org/ is a free opensource PHP http://www.php.net/ implementation of the Action MessageFormat(AMF) http://en.wikipedia.org/wiki/ActionMessageFormat ...
F Facebook Integration Facebook Integration for CiviCRM Useful links Main Facebook developers site http://developers.facebook.com/ Facebook App Development Tutorial http://www.sitepoint.com/article/developingfacebookplatform Facebook Integration http://www.sitepoint.com/article/developingfacebookplatform Features / Functionality These are some possible features ... Feature Narratives Various writings by the community on how they would like a CRM system to work 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 specific ... feature requests, use cases 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 smartgroups on a regular cron schedule. we are working to make ... Features 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 ... 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 ... 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. Worked on php, tpl and JS ... 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 ... Feb 7 - Feb 11 Yashesh Bhatia 1 Studied HTMLQuickForm (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 HTMLQuickform. Kurund Jalmi ... 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 09:0009:45 (45m) Welcome, expectations, goals, administrativia 09:4510:45 ... 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 ... Finance and Accounting Discussion and development of proposals for improving support for financial tracking and accounting integration in CiviCRM. Scoping considerations Integration with an accounting package will necessarily require specified transaction data to be stored by CiviCRM, so that it can be exported to or otherwise accessed from within ... Find Cases - Case Listings Totals in the dashboard http://wiki.civicrm.org/confluence/display/CRM/CiviCaseDashboard, 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 ... 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 saveable data selected ... 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 csv. Some external interfaces of applications ... FOAF Spec 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/bryghtreleasesfoafmodule 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: formtextfield() line 1307 These functions use themeformelement ... Framework Components - Under the Covers page summarizes the opensource 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, and to facilitate installation for folks ...	G GCC Statement of Work CiviCRM will upgrade the GCC codebase to 1.9 CiviCRM will fix the currently existing issues http://spreadsheets.google.com/pub?key=p1Fe04lpm0LMa0H7obw CiviCRM will create the 7 reports specified here http://spreadsheets.google.com/pub?key=pLcuSL8bXGw3SJqd3HgUAw Generating CiviCRM Code Documentation CiviCRM code contains inline documentation which is formatted using the phpdoc standard. This allows you to generate (and update) browsable easilyreadable local documentation. Follow the steps below install PhpDocumentor and generate the documentation files. 1. Download and Install PhpDocumentor ... 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, intake ... 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.&nbsp; Understand CiviCRM database ... GeoLocation 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 geolocation module built by Ankur at CivicSpace. We ... Getting Green project guidelines 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 ... 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 ... 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 contributor Address ... Gift aid requirements Functionality to assist with reclaiming giftaid on contributions, including: 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 ... Goals for this week .. (4th June) Abhlilasha: CRM1562, CRM1586 DGG: CRM1857 Deepak: CRM1917 Junia: CRM1954, CRM1956 Lobo: CRM1959, CRM1958, CRM1957, CRM1955 Kurund: CRM1518 Manish: CRM1740 Marshal: CRM1807 Michal: CRM1900 Pankaj: CRM1518 Piotr: CRM736 Rupam: CRM1941 Sameer ... 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: riderstalk@npogroups.org Subject: Re: RIDERSTALK webbased voter file software experiences The NY ... 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 highlevel specifications in the RFP and feel that there is a solid technical and business basis for building MCM ... 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 perform tasks. Example: "admin/contact ... 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 ... 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 fieldmatching: zipcode radius search: return the X closest contacts to a given ... 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 CiviCRM ... 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 ... 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 ... Guidelines for writing the Test Cases for V2 api All the test cases will be created in civicrm/testnew/SimpleTest/apiv2/ # All the information needed to for test cases will be provided by common methods (civicrm/testnew/SimpleTest/Test/CiviUnitTestCase.php) Example: Test case for location will first need contact. So there will be one common ...
H Handling Contact Info for Children From 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 you to do so. Also, the parents ... 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 long list of tags ... 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 complete listing of hosting providers ... 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 name Amount Optional Columns Contributor contact ... 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 Mailing Addresses has been posted to our Issue Tracker ... 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 ...	I I18n developement issues TABLE 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/templatesc}} subdirectory of the files directory defined in Drupal in my case it's {{/var/www/drupal ... 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/LCMESSAGES/civicrm.pot Untrimmed Whitespace Please trim ... Icon Resources Resources for icon that are avaliable under GPL, LGPL, Creative Commons or similar licenses: http://www.iconking.com/ http://www.phpkitchen.com/index.php?/archives/505OpenSourceIcons.html big zip file of bunch of icons kdelook.org: Icons http://sourceforge.net/projects/svgicons/ http://sourceforge.net/projects ... Ikamva Youth IkamvaYouth is a byyouth, foryouth nonprofit 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 good academic results and last ... Implementation Present plans do not include a full implementation of the multiorganization 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 organization in the new group and edit group pages, in the form ... Import Contacts from Other Sources section contains a prior version of CiviCRM Documentation. Go to CRMDOC:Documentation Home for all current topics. Preparing to Import Your Contact Data CiviCRM provides an Import Wizard so you can easily migrate contact records ... 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 new donors. Contribution ... 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 ... In-depth case audit 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&nbsp;on the right when you click one. A nice feature ... Index India Specific India documentation should go here. We should upload the stuff Claudy did with prerana ot this section India Budget Attached below is the budget for the India development center in its infancy state 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 concertina for event ... Inline Configuration Links for Administrators 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 placement list each of the forms that need this feature ... Input new contact from non-digital source Organization inputs new contact (individual) from a nondigital 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 ... 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 ... 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 ... Installation Guide for Developers page applies to v1.0 Beta ONLY. Installation Documentation for the latest version of CiviCRM is here CRMDOC:2. Install. This guide describes the installation process for CiviCRM. CiviCRM on Linux Linux installation has been performed on Debian http://www.debian.org (both ... Integration 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 contacts, web users, volunteers ... 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 Integrating Contacts Outlook/CiviCRM contacts ... Interface design guidelines 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 ... 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, and teaching users to open ... Internal QA Tracking section contains tracking documents for internal (developer) Quality Assurance tasks, by release. QA TasksVersion 1.2 Internal Team Documents section should be used for Internal CiviCRM Core Team documents including procedures, project task lists, time tracking, etc Internal Team Documents - OUTDATED Introduction for developers Introduction for funders 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 clientfacing information: # A robust database and website for your organisation # A project implementation plan CRM:Project Implementation Plan explaining how your project ... Introduction for technical staff at local infrastructure organisations 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 ... 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 and benefit from a group. Some ... Issues for CiviCase Phase 2 for 2.3.0 Scope of workrelated items CRM4399) \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 http://issues.civicrm.org/jira/browse/CRM4670 Fixed. CRM4414) a) \DD\ Not sure ... Issues Just Noticed Open Issues CiviEvent Miscellaneous 1. In Joomla, navigation links are sticky.\Shilesh:7 Aug 2009 Import Contact 1. We can't edit any contact though user have "Edit Contact" permission until we gave ... IWPR project What is IWPR? IWR aims to build peace and democracy through free and fair media.&nbsp; They Establish sustainable networks and institutions Develop skills and professionalism Provide reliable reporting Build dialogue and debate See http://iwpr.net/ for more information ...
J 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=" css/skins/aqua/theme.css" title="Aqua" /> <script type ... 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 ...	K Kabissa we 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 Civi from ... 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. With that in mind ... 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 first phase will implement Spec ... 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/KabissaRevisedSpec1MemberSignup Tobias reply: we have updated the spec with this and agree 2 ... 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 ... 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 ... 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 ... 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 ... 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 http://wiki.civicrm.org/confluence/display/CRMDOC/InstallingCiviCRMfromsubversion%28SVN%29repository. We ... 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&nbsp; Mailings for nonmembers handled how? Using civimail? How do they subscribe via ... 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. &nbsp;Spec ... 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 ... 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 ... 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\!&nbsp; She immediately wants to invite her technical volunteer from Canada ... Kabissa Revised Spec 2 - Update Profile 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 has a login form on it What profile pages ... 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 panAfrican human rights network, or at least informally collaborate on policy lobbying at the African Union and internationally.&nbsp; She can ... Kabissa Revised Spec 4 - Cancel Membership Note: This scenario is very infrequent and thus is a low priority (priority 3).&nbsp; 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 new ... Kabissa Revised Spec 9 - Mailings and newsletters Scenario 1: Email newsletter drawing from website content Currently, Kabissa sends out a monthly newsletter to both the primary and secondary contact of all active member organizations.&nbsp; This newsletter is a textbased email.&nbsp; There is no way to automatically subscribe ... Kabissa Roles and Permissions of people in the system 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 not authorized to do ... 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 ... 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\!&nbsp; She immediately wants to invite her technical volunteer from Canada, Amy ... Kabissa Spec 2 - Update Profile 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 has a login form on it What profile pages ... 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 panAfrican human rights network, or at least informally collaborate on policy lobbying at the African Union and internationally.&nbsp; She can ... 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 organization ... 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? &nbsp;outsource to ASP Service like http://www.setcom.com ? AJ recommended Sourceforge ... Kabissa Spec 6 - Renew Hosting spec is not finalized, but describes the general process of renewing hosting accounts. We will need to go through it once we know what ecommerce module we will be using to keep track of hosting. All this should be administered within CiviCRM (even if it actually ... Kabissa Spec 7 - Upgrade or Downgrade Hosting Scenario Wanafunzi wa Uhuru in Tanzania has been hosting their email accounts on Kabissa for several years using the free hosting option. Lately, they've expanded their staff, and need to create more email accounts and use more diskspace. They decide ... 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 site is so ... Kabissa Spec 9 - Mailings and Newsletters Scenarios Scenario 1: Email newsletter drawing from website content Kabissa runs one or more email newsletters which people associated to member organizations can subscribe to. At least one Member Admin must receive at least one ... Kabissa Technical Project Graph http://wiki.civicrm.org/confluence/download/attachments/8611/AJPlan.gif align=left! 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 http://silentcoder.co.za/joomla/component ... 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 ...
L Lapsed Member Report 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 custom ... 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 "backoffice" pages should specify styles ... Linux installation - Drupal and CiviCRM instructions apply to the 1.0 Beta release only. For current release installation, refer to our offical CRMDOC: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 ... 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 http://www.google.com, if you encounter any ... Load Testing using Selenium(Ruby) for Quest(CPS) Load testing is running highvolume using multiple threads executing a script which simulates actual users filling out the application forms. The script reads input data from the randomized XML dump file. To configure and run the Selenium server ... Location Attributes Address GeoLocation. Represented at a LatitudeLongitude 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 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 ... Logging crmtransaction; / DROP TABLE IF EXISTS crmtransaction; CREATE TABLE crmtransaction( id INT UNSIGNED NOT NULL AUTOINCREMENT COMMENT 'table record id', name VARCHAR(32) NOT NULL COMMENT 'a description of the transaction: import/edit contact etc', created TIMESTAMP ... 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 ...	M Mailings Report Provides 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 optouts # of unsubscribes # of bounces # of opens Anything else in the existing permailing ... Making Additional Fields Importable - Hack 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. All you ... Making Civi (even more) UK friendly Some notes from the dev camp. Addresses The state and county thing is difficult to comprehend.&nbsp; 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 can change that to display ... Making new documentation release on SourceForge nbsp;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 http://alexandria.wiki.sourceforge.net/FileReleaseSystemOfferingFilesforDownload. # Go to our wiki, to documentation ... 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 nothing ... Mar 14 - Mar 18 Yashesh Bhatia Studying DBDataObjects. 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 (IndividualHouseholdOrganization) worked on changes to addRule for Individual, worked ... 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 (IndividualHouseholdOrganization) worked on changes to addRule for Individual, worked on search (writing addjoins) worked ... 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 ... 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 HouseholdOrganization Worked ... Marjorie Roswell able to achieve the following:&nbsp; &nbsp; &nbsp;1. Public site (no login to drupal or civiCRM) Standard Drupal &nbsp; &nbsp;2. User registers for email newsletter Through CiviMail; Monitor for blacklisting. &nbsp; &nbsp;3. CiviCRM Individual ... 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 highresolution PDF, suitable for print reproduction. All ... 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 credits ... 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 here http ... Medical History Medical History &nbsp; This page contains all of the CPHN common indicators that can are part of the client's Medical History.&nbsp; Each element has its own page which describes its place in the CPHM reference and the proposed CiviCASE code ... Medical school of graduation, if Canada 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 ... 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 cycle ... 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 ... 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 problems ... 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:CRM ... 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 either working or not working with CiviCRM. The hope is that the community ... 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 ... Mozilla Service Week 2009 - Projects Create a page under this section for each project. Include detailed project task list and results Multi Org implementation ideas Use Case&nbsp; 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 ... Multi-Org Use Cases 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 multiorg environment. Each of the subheadings below will categorize the use cases based on the type of usage ... Multi-Organization Support in CiviCRM Note: Starting over here based on conversations about this at CiviCRM Dev Camp, April 2009. Multiorg implementation options # 1 or more custom data field on the contact record, smart group based on value in that field, grant permissions based ... 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 ... 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 ... 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 ...
N Need to be able to add data in list form 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 list. They will spend more ... 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 where the individual ... New Activity Mockup and / or description of changes required in the existing "New Activity" form.) TBD New Case Notes to come. !Addnewcase.jpg 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 how we ... 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 Confluence and Jira\!) # htpasswd /home ... New Menu Hierarchy Use this page to work on a draft outline for reorganized / improved menu hierarchy including component and admin menus. CiviCRM Contacts Create new > Individual Organization Household Search > Basic Fulltext Advanced Search Builder Custom > By date added Postal ... Notes on MySQL 4.0 Compatibility Issues 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 ... 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 user adoption because ... NTEN CiviCRM Affinity Group 2008 We will be holding a CiviCRM Affinity Group meeting in conjunction with the 2008 NTEN Conference http://www.nten.org/ntc in New Orleans. When: Wednesday, March 19, at 10:30 a.m. Where: Room Gallier B (at the conference site New Orleans ... 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 ...	O Observations on a live project Watching 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 Occupational History Occupational History This page contains all of the contains all of the CPHN common indicators that fall under the category "Occupational History".&nbsp; The table compiles information for CiviCRM use including data and field type, choices (for Select, MultiSelect, Radio and Checkbox ... Online Contribution Page Configuration Various Scenarios for making Contribution Amount&nbsp; 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 scenario Contribution Amount is not compulsory when Membership Block ... Open Date 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... OpenNGO ASP 1.0 Proposed Functionality for v1.0 OpenNGO ASP Product # Robust, internationalisable and extensible CRM platform CRM Requirements Summary Feature List including sophisticated group and relationship management features, powerful search engine, comprehensive API, data import and export ... 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 ... 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 of CiviCRM your notes apply ... 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 Contribution receive date Contribution ... OSCMS Talk 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 Example of Algore.org ... OUTDATED - for review Outdated documents section is used for storing outdated documents, with the goal to delete them when they are definitely useless. Documents in this section
P Page Layout and Styling Standards Layout 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 ... 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 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 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 ... 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.com/connect/en/download/feb05/PHP/PHPintegrationguidewVbV.pdf ... PayPal & CiviContribute on CSOD USING CIVICONTRIBUTE WITH CIVICSPACE ON DEMAND&nbsp; CivicSpace On Demand preconfigures 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 the PayPal website (www.paypal.com ... PCP - Phase 1 - Data Objects and Properties Table: civicrmpcp Field Type Null Key Default Extra id int(10) unsigned NO PRI NULL autoincrement contactid int(10) unsigned NO statusid int(10) unsigned NO title varchar(255) YES NULL introtext text ... 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 oriented towards fundraising campaigns integrated with CiviContribute's ... PCP - Phase 2 Feature Candidates CRM3948 @jira Allow PCP administrator to enable/disable image uploading for newly created PCPs Allow automatically creating PCP upon event registration (idea from forum post http://forum.civicrm.org/index.php/topic,7455.0.html Expose personal ... People who's input is important 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 email (but protect ... Permissions Overview 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 any fieldlevel permissions ... 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 ... 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/RSVP ... Personal Campaign Pages (PCP) Project Homepage home page for a project to add Personal Fundraising Pages functionality to CiviCRM. (Thanks to Jeff Porter and the Foundation for PraderWilli Research http://fpwr.org/ for contributing ideas for this project.) PCP Phase 1 Specification PCP Phase 1 Data Objects and Properties Personal History Personal History This page contains all of the CPHN common indicators that can are part of the client's Personal History.&nbsp; Each element has its own page which describes its place in the CPHN reference and the proposed CiviCASE code. (More ... 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 be edited ## an optional block ... 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 PFP Project notesRaiseMoneyFPWR.pdf Check this wiki page for some related functionality (review for ideas ... Phase 1 Issue Tracking Use this page to report issues and bugs in Phase 1 functionality. Resolved issues are marked with strikethrough and fix revision should be noted. Nomination Flow Issues Student role is not assigned to newlycreated student drupal user records Lobo rev85. When ... Phone Conference on Feb 15, 2005 Agenda # Should we rename Household to Family (refer to mail from Bob S to crmdev regarding this) # Address storage ("delivery line blob" vs. "line 1, line 2, line 3...") # Primary Organization Contact (Andre), Primary Address ... PHPIDS false error reports Please list the false error reports here, so we can tackle them and/or tweak the score thanx lobo PL-2005-05-18 Did more gettextintegration related work. Solved the static arrays containing translatable strings issue. Patch for CRM41/CRM44 pending, question asked http://lists.objectledge.net/mailman/private/crmteam/2005May/000238.html on crmteam. Sample UTF8 data ready and working, patch ... PL-2005-05-19 resolved the issue of static arrays containing {{ts()}} calls (rev. 1105 http://lists.caltha.pl/pipermail/crmcommits/2005May/001004.html) resolved CRM41 http://objectledge.org/jira/browse/CRM41/CRM44 http://objectledge.org/jira/browse/CRM44 and changed the collation rules for the database to utf8unicodeci http ... PL-2005-05-20 ts() extractor in progress PL-2005-05-23 worked on the {{ts()}} extractor did some developer testing: CRM93 http://objectledge.org/jira/browse/CRM93, CRM95 http://objectledge.org/jira/browse/CRM95 did some thinking and discussion on the import/export CSV file encodings: CRM92 http://objectledge.org/jira ... PL-2005-05-24 worked on the {{ts()}} extractor set up an IRC bot http://objectledge.org/drone/ for automatic logging of the CCs PL-2005-05-25 researched the Drupal's multibyte support (or lack thereof) in the aspect of CRM93 http://objectledge.org/jira/browse/CRM93, asked http://lists.drupal.org/archives/drupaldevel/200505/threads.html#01020 on {{drupaldevel}}, waiting for answer further works on the {{ts()}} extractor PL-2005-05-26 further CRM93 http://objectledge.org/jira/browse/CRM93 research, and some more discussion http://lists.drupal.org/archives/drupaldevel/200505/threads.html#01020 at drupaldevel further {{ts()}} extractor developement PL-2005-05-27 further CRM93 http://objectledge.org/jira/browse/CRM93related discussion http://lists.drupal.org/archives/drupaldevel/200505/threads.html#01020 at drupaldevel, some Drupal hacking mbtruncate for Smarty research and coding further {{ts()}} extractor developement {{\{ts\}}} extractor developement started PL-2005-05-30 further works on the {{\{ts\}}} extractor resolved and closed CRM93 http://objectledge.org/jira/browse/CRM93 works on a common extractor started PL-2005-05-31 modules/civicrm.module tagging and drupalcivicrm.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 further works on the combined {{ts()}}/{{\{ts\}}} extractor ... PL-2005-06-01 resolved CRM69 http://objectledge.org/jira/browse/CRM69 a working glued extractor (r1246, r1252); we now have an autogenerated POT file (l10n/pot/LCMESSAGES/civicrm.pot) more ts() and \ tagging made the research on keyword replacement in Subversion (svn ... PL-2005-06-02 researched the issue of unnesting Smarty functions and blocks from {{\{ts\}}} calls, proposed http://lists.objectledge.net/mailman/private/crmteam/2005June/000333.html a solution more {{ts()}} and {{\{ts\}}} tagging added another example to the Good Practices CRMDOC:Internationalisation guide#Good ... PL-2005-06-03 finished {{\{ts\}}} tagging of templates started {{ts()}} tagging of PHP files went on a {{ts()}}related bugfilling spree (CRM108 http://objectledge.org/jira/browse/CRM108, CRM112 http://objectledge.org/jira/browse/CRM112, CRM113 http://objectledge.org/jira/browse/CRM113 PL-2005-06-06 hopeless attempts at CRM107 http://objectledge.org/jira/browse/CRM107 CRM92 http://objectledge.org/jira/browse/CRM92 research and tests (resulting in CRM115 http://objectledge.org/jira/browse/CRM115) research on internationalisation of dates in CiviCRM PL-2005-06-07 date display internationalisation Locale changes vs. multithreaded server I18n developement issues#Localechangesvs.multithreadedserver added to the I18n developement issues, gaah ;o PL-2005-06-08 QuckForm's date research for date selectors' i18n import functionality and iternationalisation tests and research PL-2005-06-09 finished internationalisaton of dates (r1932 http://lists.caltha.pl/pipermail/crmcommits/2005June/001284.html) closed CRM118 http://objectledge.org/jira/browse/CRM118 and updated the i18n guide CRMDOC:Internationalisation guide#Checkwhat'sexactlybeingtagged gettext research, plPL/civicrm.po preparations, first localisation attempts PL-2005-06-10 attempt to close CRM121 http://objectledge.org/jira/browse/CRM121 ended in discovering CRM123 http://objectledge.org/jira/browse/CRM123; thus, CRM123related research resolved and closed CRM107 http://objectledge.org/jira/browse/CRM107 resolved and closed CRM112 http://objectledge.org/jira ... PL-2005-06-13 resolved the last part and closed CRM108 http://objectledge.org/jira/browse/CRM108 works on the POT and Polish PO files PL-2005-06-15 CRM125 http://objectledge.org/jira/browse/CRM125 research further internationalisation and Polish localisation works Popular errors CRMDOC:Internationalisation guide#Popular errors added to the I18n guide PL-2005-06-16 more plPL localisation work with Kurund on i18n of the AZ selector: how to treat names starting with nonAZ letters (like Ć, Č, Ł, etc.) and where to put them on the AZ widget PL-2005-06-17 plPL localisation Polish sandbox works PL-2005-06-20 updated plPL localisation Polish sandbox http://sandbox.openngo.org/civicrm/drupalphp5pl/ research and setup PHPgettext http://savannah.nongnu.org/projects/phpgettext research (we're dropping PHP's gettext support, as gettext is not multithreaded and doesn't work properly on multithreaded Apache 2 installations PL-2005-06-21 CRM144 http://objectledge.org/jira/browse/CRM144 found, reported, fixed and closed :o\ further i18n and plPL l10n works resolved and closed CRM113 http://objectledge.org/jira/browse/CRM113 (QILL i18n PL-2005-06-22...23 further i18n and plPL l10n works on CRM123 http://objectledge.org/jira/browse/CRM123 PL-2005-06-24 further i18n and plPL l10n work minor bugfixing developer testing PL-2005-06-27 small bugfixing i18n/l10n work devel/install testing PL-2005-06-28 template fixes i18n/l10n works for 1.0 PL-2005-06-29 l10n fixes CRM145 http://objectledge.org/jira/browse/CRM145 work in progress PL-2005-06-30 POT/PO files regeneration, works and general cleanup works on CRM145 http://objectledge.org/jira/browse/CRM145, some bugs reported directly to Yashesh and Kurund PL-2005-07-04 POT and PO files updates CRM196 http://objectledge.org/jira/browse/CRM196 closed CRM145 http://objectledge.org/jira/browse/CRM145 work in progress PL-2005-07-05 resolved and closed CRM145 http://objectledge.org/jira/browse/CRM145 resolved and closed CRM175 http://objectledge.org/jira/browse/CRM175 PL-2005-07-06 fixed the plurality bug; dropped gettext usage for enUS reopened, resolved and closed CRM145 http://objectledge.org/jira/browse/CRM145 PL-2005-07-07 character encoding research for CRM92 http://objectledge.org/jira/browse/CRM92 PL-2005-07-08 further enum i18n research (CRM123 http://objectledge.org/jira/browse/CRM123) research on vCard and iCalendar (CRM204 http://objectledge.org/jira/browse/CRM204 PL-2005-07-11 works on our Pootle http://translations.openngo.org/ interface to l10n (lost a couple of hours on getting registration to work, failed so far) research on hCard http://microformats.org/wiki/hcard PL-2005-07-12 work on enabling Pootle's registration system more charset detection with PHP research PL-2005-07-13 Pootle research CRMDOC:CiviCRM Localisation page works PL-2005-07-14 resolved CRM199 http://objectledge.org/jira/browse/CRM199 DAO generation research for CRM123 http://objectledge.org/jira/browse/CRM123 PL-2005-07-15 CRMDOC:CiviCRM Localisation update enum work in progress PL-2005-07-18 works on {{crmDate}} and CRM123 http://objectledge.org/jira/browse/CRM123 PL-2005-07-19 CRM123 http://objectledge.org/jira/browse/CRM123 works (finally seeing the end of the tunnel, see my email to {{crmteam PL-2005-07-20 case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) gender fix and DAO devel PL-2005-07-21 case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) proofofconcept example commited PL-2005-07-25 resolved CRM264 http://objectledge.org/jira/browse/CRM264 the case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) works PL-2005-07-26 case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) gaah, should finally finish this tomorrow PL-2005-07-27 some fixes after the move of some of the classes from Contact to Core the case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) works tracking the enums outside the templates PL-2005-07-28 case of enums (CRM123 http://objectledge.org/jira/browse/CRM123) finishing works research on CRM268 http://objectledge.org/jira/browse/CRM268 (possibly a QuickForm bug PL-2005-08-01...02 vCard export reseach and implementation PL-2005-08-03 vCard export implemented l10n works PL-2005-08-04 fixed CRM264 http://objectledge.org/jira/browse/CRM264 for branches/v1.0 and trunk fixed CRM268 http://objectledge.org/jira/browse/CRM268 works on vCard import 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 PL-2005-08-16 general postleave catchup various l10n works for branches/v1.1 PL-2005-08-17 lots of l10nrelated works with Anil's help finally closed CRM123 http://objectledge.org/jira/browse/CRM123 (Hell scheduled to freeze over in 2 hours or so) devel testing PL-2005-08-18 l10n/Pootle related works bugreporting/bugfixing/devel testing PL-2005-08-19 thoughts on database contents l10n devel testing, bug filing PL-2005-08-22 l10n works (esES translation and others) devel testing, bugtracking PL-2005-08-23...25 devel testing l10n works (Procedures for updating the PO files and many others PL-2005-08-26 devel testing/bugreporting work on vCard export i10n taking a look at the ACL proposal (look very good PL-2005-08-29 vCard i18n woes addressed (again) mails with Yashesh on Outlook integration work on CRM297 http://objectledge.org/jira/browse/CRM297 PL-2005-08-30 bugreporting, field validation rules testing works on vCard i18n Outlook compatibility works on SQL l10n PL-2005-08-31...09-01 works on nonUSASCIIonly vCard compatibility with Outlook new vCard features works on SQL i18n PL-2005-09-02,05 SQL i18n works PL-2005-09-06...07 merching l10n from branches/v1.1 to trunk SQL l10n works country/province l10n works PL-2005-09-08...09 works on country/province list and their localisations PL-2005-09-12...14,16,19 ISO 3166compatible country and province lists province limiting config option MySQL 4.0 compatibility woes PL-2005-09-20 CRM323 http://objectledge.org/jira/browse/CRM323, CRM408 http://objectledge.org/jira/browse/CRM408, CRM407 http://objectledge.org/jira/browse/CRM407 works accomodating myself with CiviCRM Profile (for upcoming works on CRM406 http://objectledge.org/jira/browse/CRM406 and CRM382 http://objectledge.org ... 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 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 onetime pledge ... PledgeBank for CiviCRM - Original Proposal mySociety http://www.mysociety.org/ \ the organization that developed and runs PledgeBank http://www.pledgebank.com \ 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 CiviCRM community regarding level ... PledgeBank for CiviCRM - Project Home 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 PledgeBank for CiviCRM Statement of Work Use Cases PledgeBank for CiviCRM ... 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 PledgeBank functionality ... 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 action, if given ... PledgeBank for CiviCRM - Statement of Work 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 CiviCRM for PledgeBank Requirements.doc. Detailed specifications are being documented here PledgeBank for CiviCRM ... 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 ... PledgeBank for CiviCRM - Use Cases Case: A midsized 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 African communities ... Pledged but not Paid Report 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 ... 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 discussion" as of May 2007. (Contributors to these requirements are listed below add ... Polish Team 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 Preapplication - Tasks and Issues Open Issues # CEEB code lookup (popup 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 popup). \paras\ # Guardian Detail: When student ... 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 ... 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 spreadsheet of candidates to partner colleges. Milestones ... 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 narcotics, controlled drugs, benzodiazepines or other targeted ... Presenting Problem 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 organizations.&nbsp ... 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 ... 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. Overview An event like a conference may have multiple ... Primary Use Cases Primary Use Cases (generic) Secondary use cases are instances of a primary use case, generally more specific and realworld. Tertiary use cases are even more out on the fringe...more specific and more esoteric. View Individual via interface ... Prior Art 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 relevant to least ... Procedures for updating the PO files page is mostly for the I18n/L10n Team use. Updating the POT file To update the POT (template) file, from the directory containing the checkedout repository ({{trunk}}, {{branches/v1.1}}, etc.) do the following: $ bin/extractor.php > l10n/pot/LCMESSAGES/civicrm.pot Updating a PO file ... Project Implementation Plan An outline of the steps to getting your Website and Database. See What you get, as a LIO What is the timeframe? Because development is carried out by different organisations development timeframes may vary.&nbsp; As a guide initial development usually takes ... Project information Proposal for a Pledge Drive Module Overview The purpose of the Pledge Drive module would be the following: # Create online pledgedrives/fundraising campaigns # Monitor campaign progress towards a goal online # Allow any registered members in the organization's website to participate in the fundraising efforts # Make it easy for people ... Proposed Phase 1 Implementation - Data Structure Changes page covers proposed changes to the current (3.1) version of CiviCRM. This phase will focus on data structure changes in support of these concepts: The data model should allow folks to distinguish 'commitments to pay' (contribution, membership signup, event registration, etc.) from ... Providers nbsp;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 with a CVS in the north of England ...	Q QA Tasks-Version 1.2 General 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 ... 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 edgecase data and work flow. Edgecase data includes very short ... 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 ... 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.&nbsp ... 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 student had ... 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 http://civicrm.org/node/122. 2007 CPS Application Preliminary Draft The "draft" CPS ... Quest_CPS_07_Specs College Prep Scholarship 07 Specs Mockups http://www.questbridge.org/appstaging/cps07/personalinfo.html&nbsp; 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 ... Quest_CPS_07_Testing_Bugs College Prep Scholarship 07 Testing Bugs&nbsp Quest_CPS_07_Timeline College Prep Scholarship 07 Timeline Task \\ Responsible \\ Start Date \\ End Date \\ &nbsp;Servers ready for load testing \\ Quest \\ 11/26/06 \\ &nbsp;12/12/06 &nbsp;Load Testing \\ CiviCRM \\ 12/13/06 \\ 1/23/07 \\ &nbsp;CPS Specs \\ Quest ... QuestBridge - CM & CPS Task Sheet Issue Description \\ Priority \\ Status \\ Days&nbsp; Assigned \\ Actual&nbsp; Days&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \\ Remarks \\ \\ \\{}\{}\{}\{}\{}\{}\{}\{}\{}\{}&nbsp;&nbsp;&nbsp; COLLEGE MATCH APP 2008 \\\\\\\\\\\\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ 1 \\ On the Academic Information > Testing Information Page, the second ... 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 ... Questions for Lobo possible to configure email 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 this sort of thing to be implemented. ie ... Quickbooks Integration below originally submitted by JoeMurray to Finance and Accounting CRM: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 approaches that have ... 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 and emails "build in." You ... 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 (Relationship ... 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 contact record. However, each ... 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 ... Quickstart Define what you plan to do 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 ... Quickstart Guide section contains a prior version of CiviCRM Documentation. Go to CRMDOC: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. The CiviCRM 1.2 Quick Start guide ... Quickstart Import 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 ... 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 ... 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 http://civicspacelabs.org/home/download page and follow the instructions http://svn.civicspacelabs.org/trunk/INSTALL.txt. Alternatively a qualified ... 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 contacts. For instance ... 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: Define your contacts Quickstart Define ... 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 ... Quickstart Use Understanding what is happening in CiviCRM Quickstart Understanding what is happening in CiviCRM Input new contacts Quickstart Input new contacts Create new relationships Quickstart Create new relationships Take action with targeted groups Quickstart Take action ... 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 table with CiviCRM. (B ...
R 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 ... Reason for Closure 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Record Interest Areas Summary: add "interestarea" and associated support. Discussion: I suggest the CRM incorporate an awareness of an object that might be called "interestarea." An interestarea is a topic that a constituent is concerned with. Although "extended properties" can be used to incorporate some support ... 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 http://wiki.civicrm.org/confluence/display/CRM/CiviCRM.orgv2IA Roles On the original conference ... Regulatory involvement 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 > Organization Subsidiary Branch office Release Review - 2.0 Release Review 2.0 Features which may promote developer/integrator/large site adoption Customized search forms / queries http://civicrm.org/node/254 Group < > Role synch module for Drupal. CiviEvent Onestep Event Registration (similar to CRM2239 ... Renewal Report 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 ... Repeat Contribution Report report allows the user to analyze repeat contributions, contributions that come from the same contact during two periods. The user defines to date ranges, period1 and period2.&nbsp; In addition, the user defines grouping variables. For example, the user may want ... 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 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 REST Interface Improvements page is dedicated to suggestions for improving the REST interface CRMUPCOMING:REST interface to the API. This work is related to the overall API improvements related to the API function naming scheme API Conventions. Please make additions or suggestions. Goals # REST interface that wraps ... 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'&nbsp;register online&nbsp;for a specific ... RSVP-style Event Registration RSVP style event registration flow is different from the current builtin "registration" flow. Basic steps are: A group of contacts is "invited" to the event and sent to an event page. The event "registration" page asks them "Are you coming?" and gives them ... Ruby Primer Introduction This is supposed to be a Ruby primer for the developers who would like to get their toes wet with the Selenium Ruby bindings http://wiki.civicrm.org/confluence/display/CRM/UsingSeleniumRubyBindingsforCiviCRMTesting. It's by no mean a Ruby primer (I agree that the title might've caught you offguard ...	S Sample activity types 1.2 Case 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.&nbsp; There may be other activities with a contact that happen before ... Sandbox Space for comments on the sandbox 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 ... Scenarios Please add additional pages for scenarios Search Builder Mockup mockup demonstrates the proposed UI for the v1.5 Search (Query) Builder functionality 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 of the components in database that are used to compose and process ... Selection Phase - Work Estimate TMF Selection Phase Work Estimate This is an estimate of work for the Selection Phase based on the Specifications TMF Application Specs with revision date of Jan 19. Summary Estimate of CiviCRM Work Time spent as of 1/31: 2 days (Sr), 3 ... Selection Phase Issue Tracking Use this page to enter and mark resolved issues for the Selection Phase of the project. Open QA Issues for CRM1546 App Edit&nbsp; &nbsp;Tried to Edit an application.&nbsp; Changed the last name Error Details:Array ( callback => Array ( 0 ... Servers infrastructure sandbox.openngo.org configuration Mysql mysql 4.1 installed from debs Packages: mysqlserver4.1, libmysqlclient14dev, Apache2 apache2 installed from debs Packages: apache2 apache2dev Additional libs (debs) Packages: libxpmdev libgd2xpmdev libt1dev libmhashdev libmmdev libsnmp5dev libxml2dev ... 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 client, belongs.&nbsp; The service ... Service Provided 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Setting up TMF sandbox 1. Do a manual install of civicrm from svn in \/svn/civicrmtrunk. (If you use a different directory name, substitute your CiviCRM trunk directory in remaining steps as well.) http://wiki.civicrm.org/confluence/display/CRM/InstallingCiviCRMfromsubversion%28SVN%29repository ... 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) # go to your ... Setting yourself up to work with Selenium tests First, you will need to get your testing sandbox Setting up your personal testing sandbox HOWTO up and running. Once you have it in place, go to your Firefox (yeah, won't work with another browser) and download & install ... 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 userimport module Install SFS module available at: http://svn.civicrm.org/sfschool/trunk ... 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 addons Meeting Summary Approx 25 people ... SOAP Access to CiviCRM API 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 CRMDOC:CiviMail. For an example of how to use the existing SOAP interface check ... Social Source Foundation Social Source Foundation is a nonproft organization (501c3) that exists to create open source, missionfocused technology for the nonprofit and NGO sector. At the heart of every U.S. nonprofit and international nongovernmental organization (NGO) are relationships with people donors, volunteers, clients, constituents yet ... Software Developers Kit 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 pages here for draft docs ... 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 ... Source for Contacts 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Source Tracking of Emails Source tracking of emails.&nbsp; 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 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&nbsp; \\ 1.1 General Practice \\ 1.2 Family Practice \\ 2. Clinical Specialists ... 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 summary of functionality that should ... Specifications - "OFFICIAL" Docs 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 do SQL Import Feature proposal: SQL Import Synopsis SQL Import will be an addon to the existing Import tool that (see Import Redesign below) allows you to specify an SQL query to run against the database server that CiviCRM connects to. You will specify ... 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 ... Standalone and Nestable Groups action items Status Reports 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 ... 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 Confluence ... Support, training and further development Collaborative Development CiviCRM is a collaborative product.&nbsp; 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.&nbsp; If you are not happy with your service provider, you ... 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 = intermediate \&nbsp ... 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 ... 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 ... System Assigned page contains all of the CPHN common indicators that are assigned by CiviCRM when the case is opened.&nbsp; Each element has its own page which describes its place in the CPHM reference and the proposed CiviCASE code. (More explanation
T 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 ... TechSoup Developers' Boot Camp - Dec 2007 Prework 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 Architecture http://civicrm.org ... 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 ... 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 for Tell a Friend form Thankyou message displayed ... Tell a Friend - Phase 2 Requirements Test Coverage - 2.1 order to increase test coverage, we will divide into 4 teams and each team will implement at least one BAO test and one formbased browser flow every week. All teams should run the entire test suite prior to the weekly ... test page aaa 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 ... Test Plans CiviContribute Test Plan 0. Login 1. Create a contribution page&nbsp; Administer CiviCRM >> Configure Online Contribution Pages http://wiki.civicrm.org/confluence/display/CRM/CiviContributeGuide#CiviContributeGuideCreatingOnlineContributionPages&nbsp; 2. Navigate as a user to a contribution page Administer CiviCRM >> Configure ... Test Plans and Procedures Use this section to document for all the testingrelated activities. CiviCRM tests information (currently run manually on changes in test suite) Test pass/fail results: http://tests.dev.civicrm.org/results/ Simplified test pass/fail results for quick reference: http ... Test scenarios Testing infrastructure 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 using the Multiple Registrations feature ... 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 http://issues.civicrm.org/jira/browse/CRM5103 and on the blog http://civicrm.org/node/626. We decided to write a few unit tests ... 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 ... 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 http://svn.civicrm.org/civicrm/trunk/tests/phpunit/api/v2/ActivityTest.php and api/v2/ContactTest.php http://svn.civicrm.org/civicrm ... Testing with Selenium Running Selenium Tests 1. Values needed for Selenium Test Go to test/selenium/CRM folder Open TestLogin.html in a text editor Enter values for username and password for CMS user. <tr> <td>type</td> <td>editname</td ... The Art of Community 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.&nbsp; We've recently come across Jono Bacon's book The Art of Community ... The ecosystem Thematic Scope Notes and Suggestions Proposed Thematic Scopes&nbsp; 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 development?) Gender Environment Water ... 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 ... 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 ... Time_Tracking_Quest_India_Team Time Tracking of Quest India Team&nbsp; &nbsp;Week of \\ &nbsp;Hours&nbsp; \\ &nbsp;Person&nbsp; \\ &nbsp;Project&nbsp 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).&nbsp; Although the content of the forms are exteremely simluar to Quest Bridge and in fact, simplified ... TMF Phase 1 Engineering Specs 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 selfregistering users to Role = Student Implement a CiviCRM Profile for User ... TMF Project Home Home page for the The McConnell Foundation scholarship application and tracking system project. Specifications, milestones, timetracking etc. should be accessed from here Tokens Users can click on the resulting link to subscribe to the specified group (<<group>>). Users can click on the resulting link to unsubscribe to the specified group (<<group>>). ??????? Users can click on the resulting link to get a welcome message to the specified group (<<group>>). ???? not sure ... Top Donor Report 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 ... Total number of years in practice 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... Training Presentations Attach presentations from Training Events to this page. CiviCRM Training Material 3.0 Release Highlights New in 3dot0.ppt Introduction to CiviCRM CiviCRM Intro.ppt CiviCRM in Action CiviCRM In Action (site examples).ppt Contributions, Memberships and Events Overview ContribMemberEvents.pdf ... Translator resources page has been created to aggregate per language translator resources. It currently contains helper for following languages: Dutch translation resources Wordlist for Dutch translations The purpose of this wordlist is to improve the consistency of the Dutch translation. Feel free to add. If you ... 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 ...	U UI for Improving Import and Dedupe Suggested UI for Import and Dedupe contributed by Michal Mach) &nbsp;\brush added suggestion for informaion to be "added"/"appended" as well as overwritten or ignored.&nbsp; This would depend on the type of field: eg., Location information could simply add a new location ... UI Prototypes Document Status 3/1/05: Wireframe mockups are currently being developed for each of the screens shown in the UI flowchart below. We will update this page adding new active links every few days as additional pages are ready. Scope #Scope Giving ... UK usergroup - January 2010 (London) topics that I'd be interested&nbsp;are implementation (datatransfer, server hardware and software requirements), ongoing support, future customisations or modifications, upgrade and roadmap and users' training. Anne Wasmer \ Using CiviCRM to build backend student management and registration systems. Using CiviCRM ... UK usergroup Bristol meeting - 22 July 2008 UK users and developers of CiviCRM got together at the Create Centre in Bristol.&nbsp; 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 ... 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 The IT Zone, new ... 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 slightly more generalized functionality. Here is a summary of the specific features ... Unique Identifier 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 ... Updates on CiviCRM Project View the child pages for project updates 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 ... 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 ... 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. \\ CRM3336 http://issues.civicrm.org/jira ... 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) plugin to Civicspace called CivicCRM. (Is that correct Dave?) The basic data model (please ... 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 ... 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 locationcentric and more customizable We will consider providing a mechanism for fieldlevel ... 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 pages ... Usability - Navigation Improvements Scope For the scope of this project, we're defining navigation as a subtopic 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 point A's and common desired ... 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 ... Usability feedback - European developer camp Feedback from European developer camp on current pain points and how we can improve 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 ... Usability Improvements 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 leadperson for each "team" who will be responsible for filtering ideas, getting ... 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 Alternate cases ... 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 Cases' (granular and specific ... User Access and Permissioning - v1.0 Implementation 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. contact) 'instances' is configured via the normal method ... 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 ... User system integration Drupal user system should be used to manage registered users of the CRM system and CivicSpace website. These users could include Anyone viewing, editing, creating, or otherwise managing individuals and other objects Anyone posting content to the website Other tasks ... User Training - New York September 2009 Agenda Time Topic Presenter 8:30 am 8:45 am Arrival, caffeine and mingling 8:45 am 9:15 am Introductions All 9:15 am 9:30 am Presentation: Intro to CiviCRM ... User Training Exercises Contacts and their data You've just received email from two people who might be interested in joining the food coop. You're in a hurry and all you have is their name and email address. First use the "quick search" box to make sure ... Usergroup feedback Has gone really well.&nbsp; Tremendously appreciative of Lobo's time. Very interesting.&nbsp; 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 ... Usergroups and training camps 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 email addresses as the linking value, but since we didn't necessarily have ... Using CiviCRM space to outline how you've used civicrm for different kinds of applications: Volunteer management Fundraising Contact management etc Using Selenium (Ruby) Test About Selenium Selenium is a test tool for web applications. Selenium tests run directly in a browser, just as real users do. And they run in Internet Explorer, Mozilla and Firefox on Windows,linux, and Macintosh. No other test tool covers such a wide array ... Using Selenium Ruby Bindings for CiviCRM Testing Introduction This document describes how to use the Selenium test tool http://openqa.org/selenium/ and its Ruby bindings http://openqa.org/seleniumrc/ruby.html with CiviCRM. Selenium is a Java application that runs on your development machine as a proxy between the site you ... USPIRG Project 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 & subgroups). The largest org. will have about 150K people in it Phase Descriptions USPIRG Project ... 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 inheritance ... USPIRG Project (Phase 2 in CiviCRM v2.2) Phase 2 in CiviCRM v2.2 Multi Org Support (S{}{}{}{}tatus: Pushed to 2.3) ACL Support for multiorgs Import (Status: Complete) Need to finish the NewImport system and incorporate that Finish CSV DataSource Hunt for and squash regression bugs vs. old ... USPIRG Project (Phase 3 in CiviCRM v2.3) Phase 3 in CiviCRM v2.3 Priorities Key 1. Musthave this version 2. Highly desirable but not a showstopper 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 ...
V v0.1 Roadmap CiviCRM 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 ... 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 (CRMUtilsType::escape()) which takes in a variable and an expected type ... VAW specification 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". \\Please format suggestions with bold italics ... VAW task list key: nontrivial done useful outside this project Process:&nbsp; 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 publish ... vCard support 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\ phone ... Versioning via Logging crmtransaction; / DROP TABLE IF EXISTS crmtransaction; CREATE TABLE crmtransaction( id INT UNSIGNED NOT NULL AUTOINCREMENT COMMENT 'table record id', name VARCHAR(32) NOT NULL COMMENT 'a description of the transaction: import/edit contact etc', created TIMESTAMP ... View Case View Case Mockup (HTML) http://mockups.dev.civicrm.org/civicase/ViewCase.html View Case screen will have 3 sections: Case Summary Readonly display of most important case "data". May include: Client Name Case Type Status Relationships ... 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 organizations a potential ... 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 ... Voluntary Action Westminster 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, or am i ... Voter Management wiki section is for discussion / development of generalized requirements for Voter Management functionality in a future CiviCRM release Voter Management and Canvassing Use this section to add requirements and concepts for supporting voter management and / or canvassing efforts within CiviCRM	W Walk List Report Walk /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 ... Web Access - Activity Report - 1-May'05 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 ... Web Access - Activity Report 15' June 05 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 ... Web Access - Activity Reports 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 ... Weekly Goals August 4 8 August &nbsp;Pankaj: 2.1 QA&nbsp; July 28 1 August Sunil:&nbsp; 2.1 QA fix the IE show hide problem( tablerow display property not supported by IE when hide the table element ... 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 ... Weekly status report - India engineering team. 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 What you get, as a LIO following are the services and processes invovled in creating and maintaining your database and website.&nbsp; They are provided by organisations working with CiviCRM and make up the ecosystem surrounding this project. Clients and developers (both current and potential) are welcome to add processes you think are missing ... Where professional education obtained 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... 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 ... Working on test coverage - an example 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 ... Working with v1.0 branch in subversion Here are the procedures $ cd /svn $ mkdir crmv1.0 $ svn checkout http://svn.civicrm.org/branches/v1.0 crmv1.0 # copy your config.inc.php and edit and fix userhome $ cd /svn/crmv1.0/modules $ cp /svn/crm/modules/config.inc.php . Edit config.inc.php and fix $userhome ... 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 ... 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 assignment ... 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: apiv2, issues, cases, snippets). Documentation for SimpleTest Assertions http://www.lastcraft.com/unittestdocumentation.php Running Tests Example ...
X XML Schema I'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" contains ...	Y Year End Reports Yearend reports for Social Source Foundation, the 501c3 which sponsors CiviCRM, are attached to this page. (Click the Attachments tab to view and download them Year of graduation 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.&nbsp; CPHN is editing the guide and will eventually produce a new version, v1.1.&nbsp; Concurrently, we ... your favorite editor Heh. You really don't want an Editor Flamewar here
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