Database PlanningDatabase Planning is the most important step in setting up CiviCRM.Careful planning can save you hundreds of hours of work. In order to successfully configure CiviCRM for your needs, you need a plan that - at a minimum - includes Data Fields/Types and Work Processes:Data Fields and Types- List all the fields you will want in the database, along with the type of data that is stored there. Groups & TagsYou will need to organize your contacts, and categorise them into subsets. No matter how well your plan this, you will have to create new categories as your organisation (and how you use your CRM) evolves. You can use either groups or tags or custom fields to categorise your contacts. Get yourself familiar with these, so you are able to choose the best option for your situation. Tags are the simplest form of categorization. Groups can be used for mailing lists and can be restricted via access control, or used to grant access. Custom fields can be used to store arbitrary data about your contacts. Work Processes- List all the ways you will use the data. Include use cases including who and how the data will be used.
ResourcesIf you are not an experienced database planner, you need good advice. Civicrm professional services (planning or training or technical support): Professional companies working with CiviCRM Database Planning resources: Database Consultants: |
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