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 Account Validation • Wordpress/CiviCRM Permission • Wordpress/CiviMember Role Sync September 19, 2012

POSTCODE LOOKUP POSTCODE LOOKUP For Contacts and Events

POSTCODE LOOKUP • Adding/editing contacts • Adding/editing events • Using TABCAT – Free postcode software Limitations • UK specific

POSTCODE LOOKUP • Enter POSTCODE and house number (optional)

POSTCODE LOOKUP • Results from TABCAT

POSTCODE LOOKUP • Select address to populate CiviCRM address fields

QUICK SEARCH EXTENDED QUICK SEARCH EXTENDED For Contacts

QUICK SEARCH EXTENDED • 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

QUICK SEARCH EXTENDED

QUICK SEARCH EXTENDED • Settings page

BANK ACCOUNT VALIDATION BANK ACCOUNT VALIDATION For Custom data (Direct Debit)

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

BANK ACCOUNT VALIDATION • Enter Account number and sort code

BANK ACCOUNT VALIDATION • Validation success

BANK ACCOUNT VALIDATION • Validation failed

WORDPRESS/CiviCRM PERMISSION WORDPRESS/CiviCRM PERMISSION CiviCRM Back End

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?)

WORDPRESS/CiviCRM PERMISSION • Permissions settings page/form

WORDPRESS/CiviCRM PERMISSION • Example: Set permissions for Event Manager

WORDPRESS/CiviCRM PERMISSION • Event Manager: Logged In

WORDPRESS/CiviMEMBER ROLE SYNC WORDPRESS/CiviMEMBER ROLE SYNC CiviCRM Back End

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

WORDPRESS/CiviMEMBER ROLE SYNC • List association rule(s)

WORDPRESS/CiviMEMBER ROLE SYNC • Add association rule

WORDPRESS/CiviMEMBER ROLE SYNC • Edit association rule