CiviCRM Member User Manual
Contents
1. Table of Contents General Civi Background and INFOrPMAtION cceeccccessecccceseccceesececauseceeeenecceseusecessuaeceseueuceesaesecetsegecetsenes 3 CIVICRIVE Wik and FOCUN sesers E EET 3 Memoer Pece NOO e E E 4 Use Cases and Step by Step Instructions ssssseeseseessssresssreresrresssrrresrrerssrrressrerssrrresereresereessrerssreressreresereessne 4 LOIN IOS UU ION a T S 4 VIVE AIO I Metr Uton isr nEn E E sees E E E ETE E E E E wemtesee 4 Applicaton GrOUDS scssssossen eis eian en ERE EE 4 1 1 Associate Partners with Application Groups or Site TeaMS esssssssessseesesrrererrrresrrressreresereseseerese 4 7 EQIG Member MOr ma ON naen 6 ZA CRUD MEN DErCOM IC n E N E E N ES 6 SPNO a E EE 7 Se fee oe NEWER a E 7 sL UPa Ea PaE N E E E E E E E 8 FONO a P E eE E EEE EEE 9 apelate a PIET aa a E E E S 10 4 Prayer LSE REEI OWN eie E A 11 ASENU Ora 2d eb gt Oo aa NR 11 42 Sien Oe Parmer Tora Prayer Liisanne nan EAE E ESE becesetscetaments 12 Secluded edie peer er Cre eer E eee ee eee ere er 14 Dig EVE IIG FROG I SE CIO ican petra trast cin cane tease diceeseantonnevaresi E A E E E E E 14 Died REE IS CON TOK QI EVON repa ct sess coceewecdsuasae E EN 14 5 2 Registera Partner for an 6 CU ecco irsacconesstesceiue atasnssetesnatecesiaeuse E 14 General Civi Background and Information CiviCRM is the first open source and freely downloadable constituent relationship management solution CiviCRM is web based open sou2. Guatemala Site Team Honduras Site Team Kenya 1Site Team Liberia 1Site Team Malawi Site Team Mali x Site Team Mozambique 5ite Team Zambia 4 2 Sign up a Partner for a Prayer List 1 Login 12 2 3 4 5 Click on Subscribe to a Prayer List on the top right of the page Enter the email address of the partner who you wish to subscribe to prayer lists The email address you enter here must match the email address recorded for them in the database mypartner gmail com Select the prayer lists to which your partner wishes to subscribe and click continue Verify that the recorded information is correct and then press Continue If there is an error click Go Back and then correct the prayer list subscription information oubscribe to a Prayer List Please verify the information below carefully Click Go Back if you need to make changes To complete this transaction click the Continue button below Select a Membership Renewal Level Prayer Partner All contacts subscribed to one or many prayer lists are considered prayer partners Select a Prayer List Select a Prayer List Tag s x Site Team Burkina Faso x Site Team Guatemala 1Site Team Honduras Site Team Kenya 1Site Team Liberia 15ite Team Malawi 1Stte Team Mall x Site Team Mozambique 5ite Team Zambia 13 CiviEvent Instructions 5 Event Registration 5 1 Re
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4. to associate with an Application Group or Site Team more actions selected records only all 6 records La e Le e Le Cel be Ce EI 2 x e m Ded Led Led Lel Ped Cs E e ed be Be Ed i Lan Beiler Anna View Edit Wiew Edit a r F Curd Valerian View Edit oO Derr Andy View Edit dv gmail com dv gmail com View Edit Earl Brendan Wiew Edit 4 Youwill see the following profile screen for the partner you selected Anna Beiler Summary Anna Beiler View Contact Dashboard Send an Email schedule a Meeting schedule a call 2 Log a Meeting Log a Call oe Other Activities primary location Communications Preferences Privacy Method Mail Format Preference Both Demographics Gender Date of Birth July 13th 1984 5 Click the Tags tab Anna Beiler Recently Viewed anna Beiler ese amn 6 Click the Edit Tags link at the bottom 7 Puta check mark in the box next to the appropriate rows 8 Tags Mark or unmark the checkboxes and click Update Tags to modify tags Cl Site Team Burkina Faso C Site Team Honduras Site Team Liberia Site Team Malawi Site Team Mozambique L d Cl Site Team Mali L L Site Team Zambia Update Tags Click the Update Tags button 2 Edit Member Information 2 1 CRUD Member Contact 1 2 Login Search for yourself in the same way you would
5. useful for things such as knowing when to update and what new functionality might be available Wiki htto wiki civicrm org confluence display CRM Home Forum http forum civicrm org FAQ http wiki civicrm org confluence display CRMDOC FAQ Blog http civicrm org blo Member Specific Notes The member role as defined in the CiviCRM system will be any Collaboratory student member or faculty advisor The peopel serving in this role will need to be able to perform all of the tasks outlined in this user manual Use Cases and Step by Step Instructions The following sections of this manual will contain step by step instructions for performing the functions required of a member They will be broken down by the three modules contained within CiviCRM CiviMember CiviContribute and CiviMail for organizational purposes Login Instructions 1 Goto http bis412 selfip com dru5 and login as a member 2 Click CiviCRM link on the left CiviMember Instructions About CiviMember http civicrm org civimember CiviMember Guide http wiki civicrm org confluence display CRM CiviMember Guide 1 Application Groups 1 1 Associate Partners with Application Groups or Site Teams 1 Login 2 Search for the contact you wish to add to an application group or site team using the process described in 3 3 Search for a Partner 3 Once the list is populated from your search click on the name of the partner you wish
6. 2 Search for a partner as described in 3 3 Search for a Partner 3 Once the list is populated from your search click on the name of the partner you wish to delete more actions selected records only all 6 records a e Le Le Le LE be lat El 2 El Ce ed ed Led Ley Le Ped Cs E fe ed be Be Eed i Can Beiler Anna View Edit Bennett Jay Wiew Edit Curd Valerian Wiew Edit a Derr Andy Wiew Edit dv gmail com dv gmail com View Edit Earl Brendan Wiew Edit 4 Youwill see the following profile screen for the partner you selected Anna Beiler Recently Viewed Banna Beiler ne ee Summary Anna Beiler View Contact Dashboard Send an Email schedule a Meeting schedule a call 82 Log a Meeting 2 Log a Call oe Other Activities primary location Communications Preferences Privacy Method Mail Format Preference Both Demographics Gender Date of Birth July 13th 1984 5 Click the Edit button Anna Beiler 6 Edit what you need to edit and then click the Save button View Contact Dashboard 3 3 Search for a Partner 1 Login 2 Click on the Find Contacts link on the left menu CiviCRM a CVvicRM Home a Find Contacts o Manage Groups CirviEvent 3 Atthis point you can either do a blank search to populate a list of all contacts do a simple search by name or click on Advanced Search and search on any
7. gister for an Event 5 6 Click CiviEvent 8 Login CiviCRM a CiviCRM Home o Find Contacts a Manage Groups Civic Rece mr Click on the event in which you wish to register M 1 Home intacts 2 Groups nt nd Participants t Search 2d Search M Shortcuts dividual ganization jusehald tact Dashboard CiviEvent Recently Viewed bavid Vader CiviEvent allows you to create customized page s for creating and registering online events Administrat from here You can also input and track offline Events To enter events manually for individual contacts use Find Cor their summary page and click on the New Event link You can also import batches of offline participants fr Event Summary This table provides 4 summary of up to ten scheduled and recent Events Click the Event name to view the event Participants count to see a list of participants To run your own customized searches click Find Participants ou Status Event Type Public Participants Date s A Powered by CiviCRM 1 7 9379 CiviCRM is openly available under the Afero General Public License ASPLI Download Click on Register Online 9 Type your email address and click continue 10 Verify the information to ensure it is correct and click Continue 5 2 Register a Partner for an Event Follow the same instructions as above 5 1 except enter your partner s email address instead 1 of your own
8. information stored in the system Find Contacts Recently Viewed Qay Bennett David Enders eee Find Contacts Advanced Search Search Builder Use the Search Criteria form to find contacts by name type of contact group membership tags etc You can then view or edit contact details print a contact list assign tags export contact data to a spreadsheet etc Search Criteria Find all contacts in any group Tagged any tag Name To search by first AND last name enter lastname firstname Example Doe Jane For partial name search use partialname equals begins with any combination of letters Toe search by email address use Advanced Search 3 4 Delete a Partner 1 Login 2 Search for a partner as described in 3 3 Search for a Partner 3 Once the list is populated from your search click on the name of the partner you wish to delete more actions selected records only all 6 records La e Le e Le E be ed 2 2 Ekl Ce m Ded Le Ce Le Led Cs ed 2 be be Be Eed 2 Can Beiler Anna Wiew Edit Bennett Jay Wiew Edit Curd Valerian View Edit Derr Andy Wiew Edit dvw gmail com dv gmail com View Edit Earl Brendan Wiew Edit 4 Youwill see the following profile screen for the partner you selected 10 Anna Beiler Recently Viewed Banna Beiler re ee Summary Anna Beiler View Contact Dashboard Send an Email schedule a Meet
9. ing schedule a call 82 Log a Meeting 2 Log a Call oe Other Activities primary location Communications Preferences Privacy Method Mail Format Preference Both g Demographics Gender Date of Birth July 13th 1984 5 Click the Delete button Anna Beiler Delete View Contact Dashboard 6 Confirm 4 Prayer List Registration 4 1 Sign up for a Prayer List 1 Login 2 Click on Subscribe to a Prayer List on the top right of the page 11 3 Select the prayer lists to which you wish to subscribe and click continue Email Address robdwilk gmail cam Select a Prayer List Tag s Y Site Team Burkina Faso Site Team Guatemala Ll site Team Honduras LI Site Team Kenya LI site Team Liberia LI site Team Malawi Cl site Team Mali Site Team Mozambique Ll site Team Zambia Continue gt gt 4 Verify that the recorded information is correct and then press Continue If there is an error click Go Back and then correct the prayer list subscription information Subscribe to a Prayer List Please verify the information below carefully Click Go Back if you need to make changes To complete this transaction click the Continue button below Select a Membership Renevral Level Prayer Partner All contacts subscribed to one or many prayer lists are considered prayer partners Select a Prayer List Select a Prayer List Tag s x Site Team Burkina Faso x Site Team
10. rce internationalized and designed specifically to meet the needs of advocacy non profit and non governmental groups CiviCRM is a powerful contact fundraising and eCRM system that allows you to record and manage information about your various constituents including volunteers activists donors employees clients vendors etc Track and execute donations transactions conversations events or any type of correspondence with each constituent and store it all in one easily accessible and manageable source CiviCRM is created by an open source community coordinated by CiviCRM LLC and the 501c3 non profit Social Source Foundation htto civicrm org aboutcivicrm CiviCRM Wiki and Forum While we will document CiviCRM as customized for The Collaboratory extensively in this and other appropriate user guides it is possible that the answer you seek will not be found in our documentation Should this happen there is a CiviCRM wiki where you can search for your answer On the wiki CiviCRM and its components are described in great detail and is quite organized If the answer cannot be found on the wiki there is also a CiviCRM forum available to you on the website There is a large community of CiviCRM users and this is a great place to ask any questions that might arise and to which you are not able to find an answer in our user s guides or the wiki On top of these features the CiviCRM website contains a FAQ as well as a blog which might be
11. search for a partner as described in 3 3 Search for a Partner Click your name You will be presented with the following screen where you can edit various information for yourself dv gmail com Recently Viewed dviorisicom Banna Beiler 6 Summary dv gmail com View Contact Dashboard View User Record amp 4 Send an Email 8 schedule a Meeting schedule a call 88 Log a Meeting 2 Log a Call 2 Other Activities g Home primary location Email dv gmail com g Communications Preferences Privacy Method Mail Format Preference Both Demographics 3 Partners 3 1 Create a New Partner 1 Login 2 Click the New Individual link on the menu on the left CiviCRM Shortcuts o New Individual a New Organization o New Household a My Contact Dashboard 3 Fillin the appropriate partner information in the corresponding fields 4 Scroll to the bottom of the page 5 Click the next to Tags and Groups Additional Location Demographics Notes ags and Groups _Save and New 6 Make sure to check the box next to Contacts Your Name This is essential because without this step you will not be able to edit the partner that you have just entered El Tags and Groups Tag s 4 Contacts DVader F Site Team Burkina Faso d Site Team Guatemala d Site Team Honduras Save and New 7 Click the Save button 3 2 Update a Partner 1 Login
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