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nfpservices CIVICON 2012 Presentation September 19,2012 - - PowerPoint PPT Presentation
nfpservices CIVICON 2012 Presentation September 19,2012 - - PowerPoint PPT Presentation
nfpservices CIVICON 2012 Presentation September 19,2012 INTRODUCTIONS Richard Slade Sales Manager Paul Hunter Account Manager PRESENTATIONS Postcode lookup Quick search extended for contacts Bank
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September 19, 2012 PRESENTATIONS
- Postcode lookup
- Quick search extended for contacts
- Bank Account Validation
- Wordpress/CiviCRM Permission
- Wordpress/CiviMember Role Sync
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POSTCODE LOOKUP For Contacts and Events
POSTCODE LOOKUP
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POSTCODE LOOKUP
- Adding/editing contacts
- Adding/editing events
- Using TABCAT – Free postcode software
Limitations
- UK specific
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- Enter POSTCODE and house number (optional)
POSTCODE LOOKUP
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- Results from TABCAT
POSTCODE LOOKUP
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- Select address to populate CiviCRM address fields
POSTCODE LOOKUP
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QUICK SEARCH EXTENDED For Contacts
QUICK SEARCH EXTENDED
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- Fine grained quick search to search for
– Internal id – External id – First name & Last name – Email – Phone – POSTCODE – Job title
- Options for Exact or Similar (wildcard) search
QUICK SEARCH EXTENDED
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QUICK SEARCH EXTENDED
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QUICK SEARCH EXTENDED
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- Settings page
QUICK SEARCH EXTENDED
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BANK ACCOUNT VALIDATION For Custom data (Direct Debit)
BANK ACCOUNT VALIDATION
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- Setting up a new direct debit mandate
- Using BACS-Active IP API
Limitations
- UK specific
BANK ACCOUNT VALIDATION
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- Enter Account number and sort code
BANK ACCOUNT VALIDATION
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- Validation success
BANK ACCOUNT VALIDATION
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- Validation failed
BANK ACCOUNT VALIDATION
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WORDPRESS/CiviCRM PERMISSION
CiviCRM Back End
WORDPRESS/CiviCRM PERMISSION
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- 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
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- Permissions settings page/form
WORDPRESS/CiviCRM PERMISSION
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- Example: Set permissions for Event Manager
WORDPRESS/CiviCRM PERMISSION
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- Event Manager: Logged In
WORDPRESS/CiviCRM PERMISSION
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WORDPRESS/CiviMEMBER ROLE SYNC
CiviCRM Back End
WORDPRESS/CiviMEMBER ROLE SYNC
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- 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
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- List association rule(s)
WORDPRESS/CiviMEMBER ROLE SYNC
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- Add association rule
WORDPRESS/CiviMEMBER ROLE SYNC
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- Edit association rule