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Exercises

Your user account and contact record

  1. Find the contact associated with your user (admin) and add your details to that contact record. 

 

Contacts, activities and relationships

  1. Create a record for a co-worker and your employer in your CiviCRM.  For each contact, make sure to include:
    • email
    • phone number
    • postal address
  2. Schedule a meeting with your co-worker for this time next week.
  3. Add the activities dashlet to your dashboard (your dashboard is on your CiviCRM home page). Can you see your meeting in this dashlet?
  4. Cancel the meeting (don't delete it, just cancel it).  What happens to your activities dashlet?
  5. Have a look at the co-worker record you created above.  Is their employer recorded? If not, record their employer now.
  6. Your co worker volunteered with another organisation from 2009 to 2011 - create the new organisation and record this as a relationship.
  7. Have a look at the relationships tab on both contacts (your co-worker and the organisation she volunteered at) to check that their relationships are up to date

 

Groups and tags

  1. How many people are in the newsletter subscribers group?
  2. Create mailing labels for newsletter subscribers on Avery L7160 label paper.
  3. How many labels did it produce? Is this different to the amount of people in the group, and if so, why?
  4. You just chatted with your co-worker and they are interested in helping out more.  Create a new group called 'Active volunteers' and add them to this group.
  5. Find all contacts with the 'Volunteers' tag and add them to the 'Active volunteers' group (note that you don't have to add them one at a time).
  6. Since you now have both a tag and a group referring to volunteers, to avoid confusion, it probably makes sense to delete the 'Volunteers' tag.

 

Smart groups

  1. Find all people who were 'no-shows' for any of the events you have run and create a new Smart group for these people called 'no shows'. Have a look at the members of the smart group.
  2. On your event dashboard, find a contact that was registered for an event and change their status to 'no show'.  Now have another look at your 'no shows' smart group - what do you notice?

You can find more information on smart groups here: http://book.civicrm.org/user/current/organising-your-data/groups-and-tags/

 

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