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Caller Role
CPHN Reference: Caller Role Here is the definition and some information directly from the CPHN Guide for Common Indicators for Canadian Physician Health Programs: The link between the caller role and the service group provides information about who is calling with respect ...
Campaigns
Use this page to collect requirements for modeling 'Campaigns' in a future release/component... Laundry List of Possible Requirements Basically a campaign is a group of actions for which an organization wants to track inputs and results. Defining effectiveness measures and being able to compare ...
Career stage
first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrently, we ...
Case History
Case History \\ This page contains all of the objects and properties that fall under the category "Definition of a Case". The table below contains all of the CPHN common indicators that are assigned by a system when the case is opened or closed. The table compiles information ...
Case management functionality
page has been created to gather user feedback on case management functionality for CiviCRM. TABLE OF CONTENTS \\ A call for feedback and short description of currently available case management functionality (CiviCRM 2.0) has been posted on CiviCRM blog http ...
Case Management Software Demo Notes
Case Management Demo Notes from a demo of a "reference" case management system (Safety Net) Case and Activity Lists Top level navigation uses folders: All Documents >> List of Cases >> Drilldown list of all activities Activity rows ...
Case Management Working Group
Specifications for a sponsored CiviCase component are now in active development (as of May 2008). Current plans are to include phase 1 of this component in the 2.2 release of CiviCRM 3rd quarter 2008. You can follow and contribute to the specifications here: CiviCase Project Home ...
Case referral source
first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrently, we ...
Case Referral Target
first part of this page contains the information about the variable from the CPHN Guide for Common Indicators for Canadian Physician Health Programs, version v1.0. CPHN is editing the guide and will eventually produce a new version, v1.1. Concurrently, we ...
Case Tab - View Contact
Cases tab (from View Contact screen) will list all existing cases where that contact is either the "client" OR is a "service provider" (e.g. has a Relationship to the Case). The Case listing (selector) on this page follows the same format as the Search Results and CiviCase ...
Census Information from MA
From Howard Johnson to the crmdev list Per our discussion on the con call this aft, attached is a very small sample from a local census file here in Mass. It's referred to as a 'Resident Extract' because it's a filtered extract of the municipal database kept ...
Changes to make CiviMail (1.9) run on 2.0
nbsp;To change queries of getRecipients and getTestRecipients functions in CRM/Mailing/BAO/Mailing.php. solution>removing location table used for email search like \\ \ ...
Chris Burgess
I run a contracting business (Giant Robot) with a core focus on data management using PHP. We are enthusiastic users of opensource and do our best to contribute back to the community, and are looking forward to expanding our use of CiviCRM software in future ...
Churches
How can we Modify/Tailor CiviCRM for use with Churchs
CiviAuction Requirements
From a meeting with Spin S (http://auctionitwizard.com/) and Helen P (http://kidzonemuseum.org/) here are some requirements and thoughts on a potential CiviAuction module. The use cases described were from KidZone and Farwest. Another related use case is described on the forums http ...
CiviCamp - Oct 13-14, 2008
Goals for CiviCamp Please add a few things we can accomplish as a group at CiviCamp. All attendees are expected to be fairly savvy with CiviCRM (from a user/admin perspective) and have a good idea of the CiviCRM schema. Understanding CiviCRM internals would ...
CiviCase - Data Objects and Properties
Specification of the schema usage and changes needed to meet CiviCase requirements/use cases for phase one. Case (civicrmcase) Field Type CiviCase Usage Notes id int(10) unsigned Unique identifier for the case. casetypeid varchar(128) Assign ...
CiviCase - Feasibility Phase Report
CiviCase Feasibility Phase Report Draft report on determining the feasibility of implementing a case management component for CiviCRM which will meet the requirements and the Physicians Health Program of British Columbia (PHPBC). Status as of September 12, 2008 Summary of Findings The feasibility investigation ...
CiviCase - Mapping to CPHN Common Indicators
1. Introduction Here's how we're approaching the task of taking all the CPHN common indicators and seeing where they map onto our current conception of objects and properties. We're starting with a list of a few key terms that we ...
CiviCase - Meetups
October 2829 Meetup in San Francisco Attendees From Physician Health Program BC: Andrew Clarke, Claire Sauve, Dave Dantowitz From CiviCRM: Michal Mach, Deepak Srivastra, Donald Lobo, Kurund Jalmi, Dave Greenberg Agenda ...
CiviCase - Metadata and Configuration
Case Configuration Property Tree Case Type Name \ linkage to DB case type option value record (use optionvalue.name column which is untranslated) Activity Types \ which types are allowed for this case type Activity Type Key Name ...
CiviCase - Phase 1 Issues and bug reports
Add new issues to Open Issues section in the relevant application category. Please remember to include the "flow" to recreate the issue, the URL and exact error messages, this is very helpful when fixing them. Minor issues will be fixed right away, major ...
CiviCase - Phase 1 Scope of Work
CiviCase Phase 1 Scope of Work This document summarizes the modifications and enhancements targeted for Phase 1 CiviCase implementation subject to approval by PHPBC. Scheduled delivery of a working alpha to PHPBC is early December 2008. Scheduled availability of production code for this phase ...
CiviCase - Phase 1 Testing Outline
New Case for New Client Test field validation required fields and data types enforced with clear error messages (e.g. Duration must be integer) Test with ALL fields entered for several case types Check basic contact data ...
CiviCase - Phase 1 To-do
Phase 1 Todo List Open Issues Deepak Kurund Dave Split civicasesampledata.mysql into two files config tasks and sample data and reorganize Case/xml/configuration to allow us to distribute multiple config sets. D D More ...
CiviCase - Phase 2 Candidates
Use this page to list candidate features for Phase 2 Fulltext search for cases and activities Redaction / scrubbing of freeform text in activities for audit/external reviews. Support for business days vs. calendar days, e.g. when determining due date ...
CiviCase - Primary Use Cases
Scott Ambler's examples of different kinds of use cases, at different levels of formality. http://www.agilemodeling.com/artifacts/systemUseCase.htm We're probably looking for use cases that are more informal and "agile". 01 Locate an existing case 02 Create new ...
CiviCase - Project Home
home page for the CiviCase project. The project's goal is to develop a Case Management component for CiviCRM that can be used by a variety of human service organizations. Please post feedback / discuss the specfications on the project's forum board http://forum.civicrm.org/index.php/board,33.0.html ...
CiviCase - Requirements
Current Gaps The main gaps we see at the moment between where CiviCRM is and where we'd like it to be are: 1. milestones activities 2. observed activities and nonobserved activities 3. goals (now understood as milestone activities that have a status of "planned ...
CiviCase - Screen Mockups
Annotated mockups of new and revised screens should be linked from this page. CiviCase Dashboard Find Cases Case Listings Case Tab View Contact View Case New Case New Activity
CiviCase - Specifications
Use this section for implementation design and detail pages. CiviCase Phase 1 Scope of Work CiviCase Screen Mockups CiviCase Metadata and Configuration CiviCase Data Objects and Properties CiviCase Phase 1 Todo CiviCase Phase 1 Issues and bug ...
CiviCase - Time Tracking
Use this page to record billable hours for the CiviCase Project. Phase 1 Date By Hours Description 9182008 dgg 3 Specifications, schema design 922 thru 9262008 dgg 16 Conf call, team briefings, post issues, mockups ...
CiviCase Dashboard
screen mockup for the CiviCase Dashboard based on the CiviPledge Dashboard for the user Claire. The dashboard will be the system user (the case manager or other service provider)'s screen to keep track of all of the cases that they are involved with. They will need to be able to see the cases with recent, and upcoming ...
CiviContribute CiviMember membership renewal payment process requirements
page is intended to stimulate discussion about the way CiviContribute handles CiviMember sign ups and renewals. While the base functionality exists today to achieve this, it does have some limitations. Available Membership Types Typically organisations will run membership based ...
CiviContribute Specification
Phase 1 Scope / Assumptions CiviContribute Phase 1 will support the following functionality: Define custom fields to extend the core Contribution class (custom fields are available for import, export, online Donation Pages and 'offline' Contribution input forms) Configure ...
CiviCRM - Unscheduled
Unscheduled Feature Candidates Import 'Test/validate your import data' feature (validates data, checks for dupes w/o actually doing the import) Import vCard and XML (any other formats?) Search Usability Review/Improvements for Complex ...
CiviCRM 1.0 Complete Feature List
Try these features on our demo at http://www.openngo.org/ Search Find contacts by name, contact type, group and/or tag Advanced search by name, contact type, group, tag, address, and/or activity Saved searches with any combination of criteria User interface ...
CiviCRM 1.1
Try these features on our demo at http://www.openngo.org/ Search Find contacts by name, contact type, group and/or tag Advanced search by name, contact type, group, tag, address, and/or activity Saved searches with any combination of criteria User interface ...
CiviCRM 1.5 - Dev Team Bug Reports
from manish Search Builder (Testing by Abhilasha ) ==================== 1) if search criteria for State = 1004 or California ... then result .. Found 3 contacts State = "California" ... AND ... Contact Type 'Individual' if search criteria for State = CA .. then the result ... No matches found for: State = "CA ...
CiviCRM 1.7_DE
CiviCRM 1.7: eine freie Open Source http://de.wikipedia.org/wiki/Opensource eCRM http://de.wikipedia.org/wiki/ElectronicCustomerRelationshipManagement Lösung\! Wir freuen uns ihnen die neueste Version von CiviCRM Version 1.7 vorzustellen. Wir danken ...
CiviCRM 1.8 - Dev Team Bug Report
Open Issues Resolved Issues 1) Following error is occurs while testing Online Contribution Pages Path = CiviContribute >> New Contribution Page >> Enter Details (payment processor paypal pro) >> Save >> add Contribution Label & amount >> Check ...
CiviCRM 2007 Goals
draft outline of plans and goals for the project for 2007. Overall Goals for CiviCRM in 2007 Documentation: Incorporate good detailed documentation in the form of tutorial / manual / podcast / screencast / online help as part of each release. Usability: Engage with UX experts to guide ...
CiviCRM Accessibility
CiviCRM version 1.6 has been evaluated by a third party for compliance with Section 508 § 1194.22 paragraphs (a) through (p). To accomplish this, CiviCRM engaged Brian Reed, a SanFrancisco based consultant specializing in web accessibility issues. Brian has over ...
CiviCRM Affinity Group Meeting 11am 03-22-2006
CiviCRM Affinity Group Meeting Wednesday, March 22, 2006 11:00 am 1:00 pm The Westin Seattle 1900 5th Avenue Seattle, Washington 98101 This session will bring the CiviCRM ecosystem together to get questions answered ...
CiviCRM and AJAX
Some thoughts on the various things we can do to improve usability using AJAX technologies in no specific order Technologies We will be using dojo http://www.dojotoolkit.org/ in CiviCRM. We will figure out packaging etc at a later date Integrate above ...
CiviCRM and Drupal
current version of CiviCRM is based on Drupal 4.5 (soon to be Drupal 4.6). We have made a strong attempt to integrate well with Drupal. At the same time, we've tried to be cautious with the amount of code we share with Drupal. We'd like to avoid ...
CiviCRM and IE
CiviCRM seems to have a couple of issues when used in Internet Explorer. This page is to try to enumerate those issues before making CiviCRM IEcompatible. After a 20 minute tour of the rest of CiviCRM (except CiviMail), I did not find any ...
CiviCRM as a Donor Database Evaluation
Inspired by the comparison charts at Techsoup http://www.techsoup.org/learningcenter/databases/page5961.cfm and AFP http://www.afpnet.org/contentdocuments/TechnologyChartMayJun2008.pdf and Grassroots Funding Journal http://www.grassrootsfundraising.org/howto/software.html and Nonprofit Times http://www.nptimes.com/fme/oct04/Oct04FMEDSM.pdf and others, I thought it was time to rectify ...
CiviCRM Code Framework
TOC page for branch which will document our framework. Audience development team, especially new team members, as well as other developers interested in contributing code
Civicrm configuration changes
WORK IN PROGRESS Misc notes Civicrm on dev.kabissa.org seems slow\! got logged out of joomla several times while importing. realized I had to create a user for myself so I can be associated with the orgs/people I ...
CiviCRM Consulting Rate Sheet
CiviCRM team engages in selected consulting projects as a primary means of sustaining the project. We try to adhere to a few simple rules when choosing a project: The project has the potential to add/improve CiviCRM functionality. The organization has to understand Open ...
CiviCRM Developers Bootcamp
CiviCRM Developers Boot Camp We are evaluating interest in a Developers Boot Camp to be held in San Francisco during the month of June or July. The event would be a 2day intensive training and handson development session and provide a great chance for new CiviCRM ...
CiviCRM Documentation - OBSOLETE
section contains a prior version of CiviCRM Documentation. Go to CRMDOC:Documentation Home for all current topics. CiviCRM Documentation (OBSOLETE) Installing and Upgrading CRMDOC:2. Install CiviCRM can be hosted inside the CivicSpace/Drupal OR Joomla! / Mambo content ...
CiviCRM Documentation Survey Responses
Kieran Lal at CivicSpace distributed a survey collecting info on folks current CRM processes, and their needs. This was done to help inform the development of documentation for CiviCRM. b>Please tell us how you have managed your community/organization contacts ...
CiviCRM Drupal Taxonomy Integration
an attempt to add a hierarchical custom data type for use in CiviCRM with the parent/child structure defined by a Drupal vocabulary http://drupal.org/handbook/modules/taxonomy. Whew! Finally got something worth showing. It's pretty rough and not fully integrated ...
CiviCRM for Local Infrastructure Organisations (LIOs) in the UK
Start here\! If you are a chief executive or a non technical member of staff at an LIO, interested in this project, then start here CRM:Introduction for local infrastructure organisations If you work at an local infrastructure organisation in an ICT role, then start ...
CiviCRM Hot Sheet
04/22/2005 CiviCRM is currently actively soliciting the following feedback: Review and Comment on the Demo Demo server is up at http://sandbox.openngo.org/crm/ (this is an unstable server it will be up and down) http://objectledge.org/confluence/display/CRM/Demo Contribute User Narratives ...
CiviCRM Internationally
one page document from 2006 outlining how CiviCRM is being used internationally is attached to this page
CiviCRM Project One Pager
What? CiviCRM is an open source project to create relationship management software for the nonprofit and nongovernmental sectors. CiviCRM stores information on the universe of people associated with a nonprofit organization and on their interactions (emails, donations, petitions, events, etc.). The technology is designed to be lightweight ...
CiviCRM Project Update- 02-09-2005
CiviCRM Update 02/09/2005 David Geilhufe 1. Public Data Model & API We have released the first drafts of the public data model and public API. http://civicspacelabs.org/node/view/6365 We need your feedback as soon as possible ...
CiviCRM Reviews
Recent Reviews NTEN CRM Survey http://nten.org/blog/2007/12/11/2007crmsatisfactionsurvey NTEN Webinar http://www.nten.org/events/webinar/2008/03/27/freeandopensourcecrmtools The MFPL/Progressive Technology Project CRM review https://support.mayfirst.org/wiki/projects/crmreview Blog review(s) Michelle Murrain http ...
CiviCRM Roadmap
CiviCRM Roadmap CiviCRM is the first internationalized, opensource CRM platform designed specifically for nonprofits, offering a webbased constituent database integrated with online engagement tools (online donation processing and donor management, bulk email, and membership management). Check out ...
CiviCRM Team
Meet the CiviCRM team... U.S. Team Donald Lobo !Dave web shot.jpg thumbnail! Dave Greenberg India Team !manish.jpg thumbnail! Manish Zope !kurund.jpg thumbnail! Kurund Jalmi Deepak Srivastava Rupam Jaiswal Yashodha Chaku Pankaj ...
CiviCRM Training
Post training session information and agenda's in this section of the wiki
CiviCRM v1.0
CiviCRM v1.0 Roadmap Milestone Target Date v1.0 Draft Requirements published (feature set, use cases) Ongoing Core Schema / Business Object Definitions published for "final" review cycle 1/31/05 UI prototypes 1st (primary use ...
CiviCRM v1.1
Features and Enhancements for CiviCRM v1.1 This list summarizes the new features and enhancements incorporated in our scheduled 1.1 release. Check out CiviCRM v2.0 http://objectledge.org/confluence/display/CRM/CiviCRMv2.0 for a preview of candidate features for future releases. Drupal/Civicspace ...
CiviCRM v1.2
Features for v1.2 The following features have been implemented in the v1.2 release. Integration of Ajax framework and implementation for key UI improvements (Kurund) Datepicker calendar widget Data Import Support for saving and retrieving Import Field Mappings from step ...
CiviCRM v1.3
v1.3 Release Summary CiviContribute Phase 1 (/) Phase 1 features, and engineering specification are here... CiviContribute Specification Data Import / Export (/) CRM518 Export for PRIMARY contact fields should include a locationtype column (Street AddressWork), and Phone and IM ...
CiviCRM v1.4
New Features for v1.4 This page highlights some of the key enhancements and fixes in v1.4. Click the issuetracking code link for more detailed specifications and current status of the item. For a complete listing of all new features and fixes check out our complete ...
CiviCRM v1.5
v1.5 Feature Summary Items which are in progress or completed have been assigned an issuetracking code (e.g. CRM999). Click the issuetracking code link for more detailed specifications and current status of the item. Memory and Speed Optimizations CiviMail and Import ...
CiviCRM v1.6
Release Summary for v1.6 These features and improvements have been implemented for the 1.6 release. View open (unresolved) 1.6 issues here http://issues.civicrm.org/jira/secure/IssueNavigator.jspa?mode=hide&requestId=10182. View details for completed 1.6 issues here ...
CiviCRM v1.7
Features for v1.7 These features and improvements are in the queue for the 1.7 release currently scheduled for March 2007. An alpha sandbox where you can try out the new functionality should be online in midlate February check back here for a link. Please ...
CiviCRM v1.8
Features for v1.8 This document covers planned features and improvements for the 1.8 release. The release is now in feature freeze, and issue tracker entries have been created with detailed engineering specifications for all planned features. We're targeting mid July 2 ...
CiviCRM v1.9
Feature Summary for CiviCRM v1.9 This is a CiviMail focused release, which also includes some enhancements to the core Groups functionality. Groups CRM2263 http://issues.civicrm.org/jira/browse/CRM2263 Implement Group "types" for Mailing Lists and Access Control Groups. This allows ...
CiviCRM v1.9 - Dev Team Bug Report
Open Issues Resolved Issues
CiviCRM v2.0
Planned Features for v2.0 Note that v2.0 will ONLY support PHP5.2, MySQL 5.0.x (later releases only), Drupal 5.x, Joomla 1.0.13 Note that we have pushed back the v2.0 final release date due to the volume of issues being ...
CiviCRM v2.0 (original list)
Candidate Features for v2.0 These features are under consideration for CiviCRM 2.0 release: CiviContribute Phase 3 Create a Campaign/Project class and allow users to link Contribs/Contrib Pages to them Tell a Friend Support workflows for Thankyou Letter and/or Receipt ...
CiviCRM v2.0 - Dev Team Bug Report
Open Issues 1. Administer CiviCRM › CiviCRM Profile › Custom Profile Fields › All data showing in the drop down (not pertaining to Individual, Organization, Households) 2. Batch Update Via Profile >> Add Custom Data. Custom data is not added ...
CiviCRM v2.1
Features for v2.1 Note that v2.1 will ONLY support PHP5.2, MySQL 5.0.x\ (later releases only), Drupal 6.x, Joomla 1.5.x The approximate timeline for 2.1 is: Code freeze: July 23rd Alpha release: August 6th Beta release: August ...
CiviCRM v2.1 Menu Structure
Menu Fixes : Open Issues When you delete participant records, using delete action after search, user is redirected to dashboard instead of Search. This group of issues are all task related, and the "Find Contributions" examples probably occur in each ...
CiviCRM v2.2
Candidate Features for v2.2 The approximate timeline for 2.2 is: Code freeze: December 3rd, 2008 Alpha release: January 7th, 2009 Beta release: January 28th, 2009 Final release: February 18th, 2009 Core CiviCRM (/) CRM3788 http ...
CiviCRM v2.3
Candidate Features for v2.3 Core CiviCRM Provide "hook" to customize the elements on the Contact Summary page Option to display Activities on the Contact Dashboard (as an additional section). New custom field type of "contact reference" allows user to select from ...
CiviCRM Web Services API use cases
Remote Event Registration System We have a remote CMS that provides integrated Event tracking and registration. We intend to have users setup events in that system, but have registrant information passed back to CiviCRM. When ...
civicrm.org tasks
Make CRMdev more friendly Johanna and Carol from community partners mentioned that the email list was intimidating for new folks. Edit the welcome message to be more specific and welcoming. Create an email list sign up box on the front page ...
CiviCRM1.0
CivicSpace 1.6 Wish list
each item, identify the problem, any evidence/use case of the problem, a proposed solution, and any CivicSpace resources that can be allocated. # Support organic groups integration. # Making CiviCRM group members into Drupal users with Roles | 
