PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

26
PRESENTATION TITLE September 19, 2012

Transcript of PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

Page 1: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

PRESENTATION TITLE

September 19, 2012

Page 2: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

POST CODE LOOKUP

For Contacts and Events

Page 3: 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

Page 4: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

POST CODE LOOKUP

Enter post code and house number (optional)

Page 5: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

POST CODE LOOKUP

Results from TABCAT

Page 6: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

POST CODE LOOKUP

Select address to populate CiviCRM address fields

Page 7: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

QUICK SEARCH EXTENDED

For Contacts

Page 8: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

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

Page 9: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

QUICK SEARCH EXTENDED

Page 10: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

QUICK SEARCH EXTENDED

Page 11: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

QUICK SEARCH EXTENDED

Settings page

Page 12: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

BANK ACCOUNT VALIDATION

For Custom data (Direct Debit)

Page 13: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

BANK ACCOUNT VALIDATION Setting up a new direct debit mandate Using BACS-Active IP API

Limitations UK specific

Page 14: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

BANK ACCOUNT VALIDATION Enter Account number and sort code

Page 15: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

BANK ACCOUNT VALIDATION Validation success

Page 16: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

BANK ACCOUNT VALIDATION Validation failed

Page 17: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVICRM PERMISSION

CiviCRM Back End

Page 18: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

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?)

Page 19: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVICRM PERMISSION

Permissions settings page/form

Page 20: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVICRM PERMISSION

Example: Set permissions for Event Manager

Page 21: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVICRM PERMISSION

Event Manager: Logged In

Page 22: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVIMEMBER ROLE SYNC

CiviCRM Back End

Page 23: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

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

Page 24: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVIMEMBER ROLE SYNC

List association rule(s)

Page 25: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVIMEMBER ROLE SYNC

Add association rule

Page 26: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.

WORDPRESS/CIVIMEMBER ROLE SYNC

Edit association rule