- Using CiviCRM
- Using CiviCRM
- Credits
- Foreword
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Achieving Your Mission with CiviCRM
- 2. Planning Your CRM Implementation
- 3. Installation, Configuration, and Maintenance
- Installing CiviCRM
- Configuring CiviCRM
- Site Configuration
- Viewing and Editing Contacts
- Sending e-mails
- Handling return e-mail traffic
- Maintaining a good e-mail server reputation
- Configuring the e-mail processor
- Online payment processors
- Organization, customization, and components
- Option Lists
- Synchronization with CMS users
- Drupal access control for CiviCRM
- CiviCRM access control under Drupal
- Dashboard
- Navigation
- Setting up cron jobs
- Upgrades and maintenance
- Summary
- 4. CiviCRM Basics: Moving through the System and Working with Contacts
- 5. Collecting, Organizing, and Importing Data
- 6. Communicating Better
- How to communicate better
- Sending e-mails to one or more constituents
- Printing address labels
- Printing a PDF letter
- Organizing groups for communication
- Encouraging subscriptions using profiles
- Sending a bulk e-mail
- Creating a bulk e-mail template
- Customizing system workflow messages
- Recording external e-mails
- Summary
- 7. Fundraising: Money for Your Mission
- Developing a fundraising plan
- Selecting a payment processor
- Initial fundraising configuration
- Recording a contribution manually
- Importing contributions
- Manually creating a pledge
- Searching, examining, and working with contributions
- Searching, examining, and taking action on pledges
- Reporting
- Implementing an appeal
- Other types of donations
- Permissions
- Summary
- 8. Growing Your Membership and Interacting with Members
- 9. Managing Events
- 10. Interacting with Constituents: Managing Cases
- 11. Providing Support: Grant Management
- 12. Telling Your Story: Building Reports
- 13. Customization, Community, and Cooperation
In this chapter, we walked through installation of CiviCRM in Joomla! and Drupal, discussed the upgrade process and development cycle, completed an initial configuration of the system, and reviewed basic maintenance steps to keep your system running smoothly.
By now, you should have CiviCRM installed, configured, and ready to begin working with.
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