Whats new in CiviCRM 4.4 @dggreenberg Core Faster searching - - PowerPoint PPT Presentation

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Mar 25, 2024 162 likes •510 views

Whats new in CiviCRM 4.4 @dggreenberg Core Faster searching Soft credits tracking & reporting Event badges Campaign reporting (and 100+ other improvements) Soft credits Multiple soft credits per contribution

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What’s new in CiviCRM 4.4

@dggreenberg

SLIDE 2

Core

Faster searching
Soft credits tracking &

reporting

Event badges
Campaign reporting

(and 100+ other improvements)

SLIDE 3

Soft credits

Multiple soft credits per

contribution

Included in key reports

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Phase 2 (4.5)

Soft credit types
Searches
Honoree => Soft credit

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Event Badges

UI to create layouts
Upload logos
Most core / custom fields
QR or Bar Code ( hook )

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Campaign reporting

Contributions: SYBUNT, LYBUNT,

Soft Credit

Pledge: Summary, Pledged Not Paid
Membership: Summary, Details,

Lapsed

Participant: Listing
Email Summary

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Faster searching

2x - 10x faster
Query optimizations
Better indexing

SLIDE 13

Extensions

CiviHR
CiviVolunteer
Webform Payments
SEPA Direct Debit

Payments

CiviBooking

SLIDE 14

http://civicrm.org/extensions

SLIDE 15

CivHR

Phase 1 - extension / separate installation
Phase 2 - SAS
Scope

○ Employees ○ Recruitment - Induction ○ Jobs - Roles - Qualifications ○ Timesheets - Leave - Absence ○ Performance

SLIDE 16

Learn more: CiviHR session Room 2 11:30 today

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CiviVolunteer

Needed - who and when
Self-service signup
Manage assignments
Log hours
Reporting

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Learn more: CiviVolunteer session Room 6 2:45 today

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Webform-CiviCRM 4

Membership signup / renew
Credit card payments

○ … event + membership + contribution

Inline help
Requires CiviCRM 4.4 &

Webforms 4

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Learn more: Webforms session Main Hall 3:45 tomorrow

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SEPA Direct Debit

Single Euro Payment Area
Cheap recurring direct debit solution
Raise money from supporters in 30

European countries

Learn more: Direct Debits session Room 4 2:45 today

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CiviBooking

Contacts book one or more

“resources”

Paid or free
"Diary" of resources
Room by room listings

Learn more: CiviBooking session Room 1 4:00pm today

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… wait - there’s more

Advanced search results as mailings
Search by Bounce Type
Shortcodes for Petitions (WordPress)
Activities - swap target and assignee
Edit contact - better Groups UI
Include phone extension in quick search results and

reports

Print labels and letters from membership search
Add contact type / sub-type to reports
Logged in users can use front-end

contribution/membership form by passing in cid=0

SLIDE 30

You can help!

Test the 4.4 upgrade!
Try to break it on the sandbox

http://sandbox.drupal.civicrm.org/

Documentation updates

SLIDE 31

Timing

CiviCRM 4.4 Stable
CiviVolunteer 1.0
CiviHR 1.0
CiviBooking 1.0

All due mid October (fingers crossed)

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What, don’t have 4.3 yet??

Quick search ++ (by ID, phone, city …)
Search builder simplified
Better inline contact editing + locking
Multi-record custom fields in profiles
Slicker public forms (contribution and event

pages)

Accounting integration

SLIDE 33

Credits / Thanks

Faster Searching - NYSS, Progressive Tech Project, ORLRT
Soft Credits - Baykeeper, LLR, Phoenix Academy
CiviHR - Zing
CiviVolunteer - Kahle Austin Foundation, Friends of Georgia State Parks,

Confluence, JMA Consulting

Webform Payments - Giant Rabbit, Society for Motion Picture & Television

Engineers, Grantmakers Concerned with Immigrants and Refugees, East Bay Bicycle Coalition, Fuzion NZ

Event Badges - Tallyfox, Orgis NL
CiviAccounts (ongoing) - JMA Consulting