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Use this page to work on a draft outline for re-organized / improved menu hierarchy - including component and admin menus.

CiviCRM

Contacts

  • Create new >
    • Individual
    • Organization
    • Household
  • Search >
    • Basic
    • Full-text
    • Advanced
    • Search Builder
    • Custom >
      • By date added
      • Postal Mailing
      • etc. (other custom searches which belong to "core")
  • Import >
    • Contacts
    • Activities

Groups and Tags

  • Create new >
    • Group
    • Tag
  • Manage >
    • Groups
    • Tags

Contributions

  • Create new >
    • Contribution
    • Contribution Page
  • Dashboard
  • Search
  • Import
  • Manage >
    • Contribution Pages
    • Personal Campaign Pages

(etc.)

Administer

  • Security
    • Recaptcha
    • Uploads/filetypes allowed
    • Secure URLS allowed/required
    • Debugging
    • Safe File Extension Options
  • Host/Environment specific information
    • Settings for Joomla/Drupal
    • Update Directory Path and URL
    • Upload Directories
    • Outbound SMTP
    • Owner Organization ( was renamed from "Domain Information" )
    • Email sending preferences ( was email preferences from "Domain Information" )
    • From Email Address Options ( was under "Option Lists" )
  • Appearances and Cosmetic
    • Templates
    • Message Templates
    • Site Preferences
  • Localization
    • Date formats
    • Physical address formatting and editing( was renamed from "Settings - Addresses")
    • Language and Currency
    • Contact Address Fields - Selection Values ( was on Localization page)
    • Greeting Types ( Was under "Option Lists". )
    • Multiple Languages Support
  • Searches
    • Any settings anywhere that control/impact search behavior.
    • Saved Searches settings
    • Profiles that are used for searches
  • Getting user input / data collection
    • Custom Fields
    • Profiles that are used when collecting input.
  • Managing data
    • Find and Merge Duplicate Contacts
    • Import/Export Mappings
    • Synchronize Users to Contacts
  • External Providers/Services
    • Instant Messenger Services
    • Mobile Phone Providers
    • Mail Accounts ( POP, IMAP, ...)
    • Geo/Mapping Providers
    • Address Standardization ( USPS )
    • Payment Providers
      • Payment Instruments ( Credit Card, Debit Card, Check, Cash, ... )
      • Credit Card types ( Visa, Mastercard, ...)
      • Payment/Contribution types( Donation, Event Fee, Membership Fee, ... )
  • Options that apply to Contacts
    • Gender Options
    • Phone Types
    • Individual Prefixes (Ms, Mr...)
    • Individual Suffixes (Jr, Sr...)
    • Preferred Communication Methods
    • Location Types (Home, Work...)
    • Relationship Types( spouse of, child of, employee of ...)
    • Activity Types
    • Tags (Categories)
  • CiviContribute
    • Premium Types (Thank you mugs, shirts, ...)
  • CiviMember
    • Membership Types
    • Membership Status Rules
  • CiviEvent
    • Event Types
    • Participant Status
    • Participant Role
    • Price Sets
    • Participant Listing Templates
  • CiviMail
    • Mailer Settings
    • Headers, Footers, and Automated Messages
  • CiviGrant
    • Grant Types
  • CiviCase
    • Case Types
Labels
  • None

Creative Commons License
Except where otherwise noted, content on this site is licensed under a Creative Commons Attribution-Share Alike 3.0 United States Licence.