presentation title september 19, 2012. post code lookup for contacts and events

PRESENTATION TITLE

September 19, 2012

POST CODE LOOKUP

For Contacts and Events

POST CODE LOOKUP

Adding/editing contacts Adding/editing events Using TABCAT – Free postcode software

Limitations UK specific

POST CODE LOOKUP

Enter post code and house number (optional)

POST CODE LOOKUP

Results from TABCAT

POST CODE LOOKUP

Select address to populate CiviCRM address fields

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 Post code Job title

Options for Exact or Similar (wildcard) search

QUICK SEARCH EXTENDED

QUICK SEARCH EXTENDED

QUICK SEARCH EXTENDED

Settings page

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

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

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