This documentation refers to an older version of CiviCRM (3.4 / 4.0). View latest version.

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This page refers to CiviCRM 3.4 and 4.0, current STABLE version.

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Make sure to check out the FLOSS Manual Understanding CiviCRM as well! You can also support this project by ordering a hard copy.

Or support us by buying an eBook or hard copy of Using CiviCRM from Packt Publishing.

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Site Preferences - Configure screens and tabs for viewing and editing contacts, search, contact dashboard, and select a WYSIWYG editor.

Viewing Contacts Controls the tabs displayed when viewing a contact record.
EXAMPLE: If your organization does not keep track of Relationships, uncheck this option to simplify the screen display. Tabs for Contributions, Pledges, Memberships, Events, Grants and Cases are also hidden if the corresponding component is not enabled.

Editing Contacts - Controls the sections included when adding or editing a contact record.
EXAMPLE: If your organization does not record Gender and Birth Date for individuals, then simplify the form by unchecking Demographics.

Contact Search - Controls the sections included in the Advanced Search form.
EXAMPLE: If you don't track Relationships, you will not search for that section. Simplify the form by unchecking this option.

Contact Dashboard - Allows your constituents to view the groups they are subscribed to, their contribution history, event registration information and more. You can control the sections that should be included in the dashboard here.
EXAMPLE: If you don't want constituents to view their own contribution history, uncheck that option.

WYSIWYG Editor - The editor provided to users to enter text in fields that allow HTML formatting (such as the introductory section for your online contribution pages). You can choose built-in CiviCRM editors: CKEditor or TinyMCE. You can also choose to use the Default Editor configured for Joomla! or Drupal content editing. It's a good idea to try out each option, and see which is more comfortable for you and your users.

The default Drupal and Joomla editors may be configured to allow users to upload images while creating or editing CiviCRM mailings, online contribution pages, events, etc. For Drupal sites, you may need to install and configure additional modules to take advantage of this functionality.

Individual Display Name - Display name format for individual contact display names.

Individual Sort Name - Sort Name format for individual contact sort names.

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