PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.
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Transcript of PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.
PRESENTATION TITLE
September 19, 2012
POST CODE LOOKUP
For Contacts and Events
POST CODE LOOKUP
Adding/editing contacts Adding/editing events Using TABCAT – Free postcode software
Limitations UK specific
POST CODE LOOKUP
Enter post code and house number (optional)
POST CODE LOOKUP
Results from TABCAT
POST CODE LOOKUP
Select address to populate CiviCRM address fields
QUICK SEARCH EXTENDED
For Contacts
QUICK SEARCH EXTENDED
Fine grained quick search to search for Internal id External id First name & Last name Email Phone Post code Job title
Options for Exact or Similar (wildcard) search
QUICK SEARCH EXTENDED
QUICK SEARCH EXTENDED
QUICK SEARCH EXTENDED
Settings page
BANK ACCOUNT VALIDATION
For Custom data (Direct Debit)
BANK ACCOUNT VALIDATION Setting up a new direct debit mandate Using BACS-Active IP API
Limitations UK specific
BANK ACCOUNT VALIDATION Enter Account number and sort code
BANK ACCOUNT VALIDATION Validation success
BANK ACCOUNT VALIDATION Validation failed
WORDPRESS/CIVICRM PERMISSION
CiviCRM Back End
WORDPRESS/CIVICRM PERMISSION
Permissions for CiviCRM Backend roles/users
Wordpress Administrator (role) can access Permissions setting page/form
Limitations Under development/needs improvement Doesn’t account for anonymous
role(equivalent in Wordpress?)
WORDPRESS/CIVICRM PERMISSION
Permissions settings page/form
WORDPRESS/CIVICRM PERMISSION
Example: Set permissions for Event Manager
WORDPRESS/CIVICRM PERMISSION
Event Manager: Logged In
WORDPRESS/CIVIMEMBER ROLE SYNC
CiviCRM Back End
WORDPRESS/CIVIMEMBER ROLE SYNC
Synchronize CiviCRM Contacts with Membership Status to a specified Wordpress Role automatically, when the user login/logout.
Limitations Under early development CiviMember Status Rules to used for
"Current" and "Expired" status. Need to do manual sync
WORDPRESS/CIVIMEMBER ROLE SYNC
List association rule(s)
WORDPRESS/CIVIMEMBER ROLE SYNC
Add association rule
WORDPRESS/CIVIMEMBER ROLE SYNC
Edit association rule