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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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Chapter 14. Customization, Community, and Cooperation

In this closing chapter, we want to tie up some loose ends and point you forward in your implementation of CiviCRM. We will cover the following topics:

  • Future versions and the project roadmap

  • Customizing and extending

  • Community and cooperation

  • Getting support and assistance

  • Supporting the project

Future versions and the project roadmap


At the time of writing version 4.7 is the current stable release and 4.6 (which we used for this book) is the Long Time Support (LTS) version. On average, CiviCRM releases two major releases a year, along with numerous minor revisions to deal with bug fixes. In general, the CiviCRM development cycle typically follows the open source mantra of release early, release often. There is also continuing discussion on the road forward; the latest vision is to first release new functionality as extensions.

The core team relies heavily on the CiviCRM blog to provide information to the community. Continue to watch the blog for more information.

Customizing and extending


Earlier in this book, we presented CiviCRM's open source licensing as one of the chief selling points of the software. Open source means the source code is readily available and can be altered or added to without infringing on the license. In short, it means you can open up the hood and tinker with it to your heart's content.

Of course, tinkering isn't really what benefits you. It's the ability to truly customize, expand, add on, restructure, or do whatever you need to make sure that this software suits the needs of your organization. Then you can share with the community so that they can benefit from your efforts to improve, document, support, and extend the software—and in turn, you can benefit from what other's share. This is the true value of open source. Unlike proprietary closed source software, you're not wholly dependent on the roadmap plans of the company that owns the software (crossing your fingers in hope that they build your desired functionality), nor...

Community and cooperation


As alluded to in the last section, CiviCRM is as much about a community of developers, integrators, implementers, administrators, and end users, as it is an off-the-shelf piece of software. The reason CiviCRM can be offered for free and has such a robust history of new features and new versions is because organizations and developers have supported it financially and through active code contributions.

Whether you intended to or not, when you began using CiviCRM you became part of that community. The more you get engaged in that community, the more opportunities you will have to grow, learn from, and contribute to the community. There are several ways to get more involved.

A growing way to learn about and share experiences with CiviCRM is local meet-ups. These relatively informal events generally include demonstrations of how people in an area are using CiviCRM, perhaps some technical discussion, and a chance to chat and ask questions. So far, there have been meet...

Supporting CiviCRM


We've already described a number of ways you can support CiviCRM—by contributing code, reporting issues, discussing and answering questions through StackExchange and the forums, and attending events—but you can also support CiviCRM more directly, through financial contributions. While CiviCRM is free to download and install, it is not free to develop and maintain. The health and future of the software depends on organizations demonstrating their commitment through financial support.

There are several ways you can show support financially:

  • Becoming a member (https://civicrm.org/become-a-member): Membership is the first step in demonstrating support. It is an affordable way to recognize the benefit of CiviCRM to your organization and help contribute to its sustainability.

  • Becoming a partner (https://civicrm.org/become-a-partner): Partnership elevates your level of commitment to the next level. Partners value the significance of CiviCRM to their organization or business and...

Summary


In this closing chapter, we looked at the upcoming versions of CiviCRM and the overall roadmap, and briefly reviewed key considerations when customizing your installation. We walked through the basics of code development and outlined why and how you can participate in the growing CiviCRM community. We also learned how you can cooperate to advance the project.

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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