Your user account and contact record
- Find the contact associated with your user (admin) and add your details to that contact record.
Contacts, activities and relationships
- Create a record for a co-worker and your employer in your CiviCRM. For each contact, make sure to include:
- phone number
- postal address
- Schedule a meeting with your co-worker for this time next week.
- Add the activities dashlet to your dashboard (your dashboard is on your CiviCRM home page). Can you see your meeting in this dashlet?
- Cancel the meeting (don't delete it, just cancel it). What happens to your activities dashlet?
- Have a look at the co-worker record you created above. Is their employer recorded? If not, record their employer now.
- Your co worker volunteered with another organisation from 2009 to 2011 - create the new organisation and record this as a relationship.
- 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
- How many people are in the newsletter subscribers group?
- Create mailing labels for newsletter subscribers on Avery L7160 label paper.
- How many labels did it produce? Is this different to the amount of people in the group, and if so, why?
- 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.
- 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).
- 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.
- 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.
- 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/