- 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
The opportunity to support other organizations through financial assistance is coupled with the responsibility to administer those funds and application details carefully. Your funders will expect that you will take as great care administering funds as your grantees do expending them. Using CiviCRM, you have effective tools to handle this process as a part of your overall constituent management program.
In this chapter, we:
- Reviewed the grant management workflow and discussed how it translates to the CiviCRM model.
- Created new grant records and saw how each step in the process is tracked.
- Searched for grants and noted the various field options unique to these records.
- Discussed the possibility of repurposing the grant management tool for your organization's grant application to other entities. We also briefly considered the alternative option of using CiviCRM's case management tools for grant application processing.
In the next chapter, we will turn our attention to CiviCRM's reporting functions and see how we tap into the data stored to generate lists and graphical representations of our information.
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