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Using CiviCRM - Second Edition

You're reading from  Using CiviCRM - Second Edition

Product type Book
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Pages 574 pages
Edition 2nd Edition
Languages
Concepts
Authors (3):
Erik Hommel Erik Hommel
Profile icon Erik Hommel
Joseph Murray Joseph Murray
Profile icon Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Profile icon Brian P Shaughnessy
View More author details

Table of Contents (20) Chapters

Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Custom data fields


Out of the box (or more accurately, off the website), CiviCRM has a core set of fields for each type of record that handles the most fundamental and common needs of the system. Within the contact record, they include standard communication fields (phone, e-mail, website, and IM), address fields (street, city, state/province, country, county, and geocode), demographics (gender, birth date, and deceased date), communication preferences (do not mail, do not e-mail, preferred method of communication, and so on) and various additional fields. CiviCRM has a set of fields for each entity in the system, such as Event, Membership, and Contribution.

Whether you are migrating from an existing database or starting from scratch, you will inevitably have additional data you need to store in fields. CiviCRM provides for this need through its custom data tools.

Tip

Custom data is an incredibly powerful way to extend the database to meet the particular needs of your organization. However...

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