SUMMARY.md

Summary

• Contents
• Introduction
  • About this book
  • What is CiviCRM?
  • Real World Examples
  • Components
  • Extensions
  • Who is CiviCRM?
• Getting prepared
  • Is CiviCRM for You?
  • Identifying Your Needs
  • Test it out
  • Hosting
  • Transitioning to CiviCRM
• Initial set up
  • Installation and basic set-up
  • Scheduled jobs
  • Customizing the user interface
  • Permissions and access control
  • Security
• Advanced configuration
  • Email System Configuration
  • Logging
• The user interface
  • Menu, Dashboard and Dashlets
  • Keyboard shortcuts
  • Searching
  • Undelete
• Organising your data
  • Overview
  • Mapping your data
  • Contacts
  • Groups and tags
  • Smart groups
  • Activities
  • Relationships
  • Creating Custom Fields
  • Profiles
• Common workflows
  • Importing Data into CiviCRM
  • Exporting Your Contacts
  • Deduping and Merging
  • Tokens and mail merge
  • Postal mail communications
  • Automating tasks
• Contributions
  • What is CiviContribute?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
  • Soft credits
  • Personal Campaign Pages
  • Accounting Integration
  • Payment processors
  • Invoicing
  • Sales tax and VAT
  • Reports and analysis
• Pledges
  • What is CiviPledge?
  • What you need to know
  • Set-up
  • Everyday tasks
  • Pledges Reports and Analysis
• Events
  • What is CiviEvent?
  • Event planning and management
  • Creating an event
  • Online event registration
  • Integrating events with your website
  • Manual event registration
  • Keeping track of events and participants
  • Complex event fees
  • Event templates
  • Reports
  • Custom data for events
  • Repeating Events
• Membership
  • What is CiviMember
  • Defining memberships
  • Online membership sign up
  • Manual entry of memberships
  • Membership price sets
  • Finding and viewing memberships
  • Membership Reports
  • Renewals
  • Cancelling and expiring memberships
  • Making member only websites
• Email
  • What is CiviMail?
  • What You Need To Know
  • Set-up
  • Maintaining Healthy Email Lists
  • Everyday tasks
  • Reports and analysis
  • Scheduled reminders
  • CiviMail A/B Testing
• SMS (text messaging)
  • What is SMS?
  • Set-up
  • Everyday tasks
  • Reports and Analysis (SMS)
• Reporting
  • What is CiviReport?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
• Case management
  • What is CiviCase?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
  • Reports and analysis
• Campaign
  • What is CiviCampaign?
  • What You Need To Know
  • Set-up
  • Everyday tasks
  • Reports and analysis
• Survey
  • What is Survey?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
  • Reports and analysis
  • What is GOTV (Voter Tracking)?
• Petition
  • What is a Petition?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
  • Reports and analysis
• Civic Engagement
  • What is CiviEngage?
  • What You Need To Know
  • Set-up
  • Everyday Tasks
  • Reports and analysis
• Grants
  • What is CiviGrant?
  • What You Need To Know
  • Set-up
  • Everyday tasks
  • Reports and analyis
• Website integration
  • Choosing your CMS
  • Integrating with Drupal
  • Integrating with WordPress
  • Integrating with Joomla
• The CiviCRM Community
  • The CiviCRM Community
  • Bug Reporting
  • Localising CiviCRM
  • Contributing to this manual
• Appendices
  • History of this book
  • Free Software?
  • Glossary
  • Credits