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You're reading from  Using CiviCRM - Second Edition

Product typeBook
Published inAug 2016
Reading LevelIntermediate
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ISBN-139781783281459
Edition2nd Edition
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Authors (3):
Erik Hommel
Erik Hommel
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Erik Hommel

Erik Hommel has been an active member of the CiviCRM community since 2009. He is one of the founders of CiviCooP (http://www.civicoop.org) and one of the partners in EE-atWork (http://www.ee-atwork.nl). With both organizations, he has supported CiviCRM implementation and customization projects with customers such as MAF Norge, Amnesty International Flanders, De Goede Woning, PUM Senior Experts, Wikimedia The Netherlands, and many more, as a project manager/developer/consultant. Erik has hosted sessions at CiviCon in London and Amsterdam, and several CiviCRM Developer Training workshops. He has taken part in the development of a number of extensions for CiviCRM and has taken part in several CiviCRM sprints in Europe. You can find Erik regularly on the CiviCRM Stack Exchange site, the IRC channel, and at CiviCRM events in North West Europe.
Read more about Erik Hommel

Joseph Murray
Joseph Murray
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Joseph Murray

Joseph Murray is the owner and principal of JMA Consulting, specialists in e-advocacy, e-consultation, and citizen engagement for progressive organizations. He has extensive experience on nonprofit boards, at senior levels of government, and in running electoral, referendum, and advocacy campaigns. JMA Consulting has provided CRM systems to hundreds of political campaigns, tracking interactions with tens of millions of voters, as well as providing CiviCRM, Drupal, and Wordpress strategy, implementation, development, and training services to numerous nonprofits, associations, and advocacy groups. JMA Consulting has published extensions for CiviCRM integrating it with mail, social media, chat, and other services, as well as enhancing the core functionality for grants and other areas. Joe is an active contributor to the CiviCRM ecosystem, and assists the CiviCRM core team in areas including accounting functionality, sponsorships, and community governance.
Read more about Joseph Murray

Brian P Shaughnessy
Brian P Shaughnessy
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Brian P Shaughnessy

Brian Shaughnessy is the owner and principal of Lighthouse Consulting & Design, a web development firm specializing in Joomla! and CiviCRM implementations. For over ten years, Brian worked with an association management company providing services to not-for-profit professional, trade, and charitable organizations. Upon starting his own business, he channeled that experience into effective implementations of CiviCRM for not-for-profits. He has worked with organizations around the world, helping to achieve greater efficiencies and expand functionality through CiviCRM. Brian has served on the CiviCRM Community Advisory Group and helped author the first edition of Understanding CiviCRM (later renamed CiviCRM: A Comprehensive Guide). He has worked with the core development team to provide end user training and maintains a strong working relationship with the project leaders. Brian has also been active in the Joomla! project, serving on the Google Summer of Code program as a Joomla! mentor. He has provided professional Joomla! training through TechnicalLead.com. I'd like to thank my family for their support while writing this book, and to Joe for helping spearhead the project and partnering as co-authors. I'd also like to give particular thanks to the core development team and CiviCRM community for helping make a terrific piece of software. Lobo, Dave, Kurund, and the developers spread around the world – thanks for bringing the power of an open source CRM to the not-for-profit community.
Read more about Brian P Shaughnessy

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CiviCRM events


The best way to benefit from community knowledge and experience is by attending a CiviCRM event. There are several different events hosted by the core team or by community leaders:

  • Several CiviCon conferences and user summits are organized all over the world, and are held every year. These one-day or two-day events are packed with sessions geared toward different types of users —end users, implementers, developers, and so on —and cover a breadth of topics, from site security and code architecture to case studies and practical how to recipes.

  • The core team and quite a few of the CiviCRM partners host several training programs each year, held in various locations around the world. There are two types of training: developer training, providing new developers with a crash course in CiviCRM code structure and tools; and administrator and end user training, providing both a broad overview of CiviCRM functionality and basic use, along with important configuration and planning considerations for system administrators.

  • Throughout the globe, there are an increasing number of CiviCRM Meet-up groups. These regionally located, community-led groups will typically meet monthly or bi-monthly, and use the time to learn about new features in CiviCRM, have a round-table discussion about working with particular tools, or make it a working meeting, where attendees break open their laptops and work on some aspect of their own site implementation. Meet-ups frequently include case study presentations, which provide a valuable way to learn about how other organizations are using the software, which in turn may inspire you to use it in new and creative ways.

  • Once a year, CiviDay is announced, which sees CiviCRM meet-up groups meet all over the globe on the same day.

  • The CiviCRM community also offers a wide variety of online and in-person training sessions and quite a few webinars can be found on the Web.

Depending on where you are located, it's not always easy to allocate the time and resources to travel to a CiviCRM event. But if you are able to, it's well worth the effort. Aside from the presentations, which may help you understand and utilize the software more fully, you will benefit from building relationships with other users and tapping into their experience.

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Authors (3)

author image
Erik Hommel

Erik Hommel has been an active member of the CiviCRM community since 2009. He is one of the founders of CiviCooP (http://www.civicoop.org) and one of the partners in EE-atWork (http://www.ee-atwork.nl). With both organizations, he has supported CiviCRM implementation and customization projects with customers such as MAF Norge, Amnesty International Flanders, De Goede Woning, PUM Senior Experts, Wikimedia The Netherlands, and many more, as a project manager/developer/consultant. Erik has hosted sessions at CiviCon in London and Amsterdam, and several CiviCRM Developer Training workshops. He has taken part in the development of a number of extensions for CiviCRM and has taken part in several CiviCRM sprints in Europe. You can find Erik regularly on the CiviCRM Stack Exchange site, the IRC channel, and at CiviCRM events in North West Europe.
Read more about Erik Hommel

author image
Joseph Murray

Joseph Murray is the owner and principal of JMA Consulting, specialists in e-advocacy, e-consultation, and citizen engagement for progressive organizations. He has extensive experience on nonprofit boards, at senior levels of government, and in running electoral, referendum, and advocacy campaigns. JMA Consulting has provided CRM systems to hundreds of political campaigns, tracking interactions with tens of millions of voters, as well as providing CiviCRM, Drupal, and Wordpress strategy, implementation, development, and training services to numerous nonprofits, associations, and advocacy groups. JMA Consulting has published extensions for CiviCRM integrating it with mail, social media, chat, and other services, as well as enhancing the core functionality for grants and other areas. Joe is an active contributor to the CiviCRM ecosystem, and assists the CiviCRM core team in areas including accounting functionality, sponsorships, and community governance.
Read more about Joseph Murray

author image
Brian P Shaughnessy

Brian Shaughnessy is the owner and principal of Lighthouse Consulting & Design, a web development firm specializing in Joomla! and CiviCRM implementations. For over ten years, Brian worked with an association management company providing services to not-for-profit professional, trade, and charitable organizations. Upon starting his own business, he channeled that experience into effective implementations of CiviCRM for not-for-profits. He has worked with organizations around the world, helping to achieve greater efficiencies and expand functionality through CiviCRM. Brian has served on the CiviCRM Community Advisory Group and helped author the first edition of Understanding CiviCRM (later renamed CiviCRM: A Comprehensive Guide). He has worked with the core development team to provide end user training and maintains a strong working relationship with the project leaders. Brian has also been active in the Joomla! project, serving on the Google Summer of Code program as a Joomla! mentor. He has provided professional Joomla! training through TechnicalLead.com. I'd like to thank my family for their support while writing this book, and to Joe for helping spearhead the project and partnering as co-authors. I'd also like to give particular thanks to the core development team and CiviCRM community for helping make a terrific piece of software. Lobo, Dave, Kurund, and the developers spread around the world – thanks for bringing the power of an open source CRM to the not-for-profit community.
Read more about Brian P Shaughnessy