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

What’s 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 ● Included in key reports

Phase 2 (4.5) ● Soft credit types ● Searches ● Honoree => Soft credit

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

Campaign reporting ● Contributions: SYBUNT, LYBUNT, Soft Credit ● Pledge: Summary, Pledged Not Paid ● Membership: Summary, Details, Lapsed ● Participant: Listing ● Email Summary

Faster searching ● 2x - 10x faster ● Query optimizations ● Better indexing

Extensions ● CiviHR ● CiviVolunteer ● Webform Payments ● SEPA Direct Debit Payments ● CiviBooking

http://civicrm.org/extensions

CivHR ● Phase 1 - extension / separate installation ● Phase 2 - SAS ● Scope ○ Employees ○ Recruitment - Induction ○ Jobs - Roles - Qualifications ○ Timesheets - Leave - Absence ○ Performance

Learn more: CiviHR session Room 2 11:30 today

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

Learn more: CiviVolunteer session Room 6 2:45 today

Webform-CiviCRM 4 ● Membership signup / renew ● Credit card payments ○ … event + membership + contribution ● Inline help ● Requires CiviCRM 4.4 & Webforms 4

Learn more: Webforms session Main Hall 3:45 tomorrow

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

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

… 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

You can help! ● Test the 4.4 upgrade! ● Try to break it on the sandbox http://sandbox.drupal.civicrm.org/ ● Documentation updates

Timing ● CiviCRM 4.4 Stable ● CiviVolunteer 1.0 ● CiviHR 1.0 ● CiviBooking 1.0 All due mid October (fingers crossed)

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

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