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A better way of creating office templates for CiviCRM - 四, 04/11/2019 - 20:35

How can we find a user-friendly way of creating templates for serial letters and other mass communication? Is it possible to integrate CiviCRM with open-source online applications to facilitate the creation of office templates for our users?

This has been bothering us for some time, because many of our users find it hard to set up and work with templates in HTML format. So we started a proof of concept to check possible options… and we found an answer!

CiviCRM 5.12.0 release - 四, 04/04/2019 - 23:57
CiviCRM version 5.12.0 is now out and ready to download. This release includes quite a few improvements with a focus on overall performance.  RELEASE NOTES: Big thanks to Andrew Hunt and Alice Frumin from AGH Strategies for putting up together release notes for this version. 

Membership Extras… Leaping CiviCRM’s membership module in 2019 - 三, 04/03/2019 - 06:53

Over the past 12 months the team at Compucorp have been working super hard on a major leap for the CiviCRM membership module. We have a new suite of extensions and modules that will shortly be available to download from the CiviCRM website (you can download the beta from github now!). These include:

Fundamentals of CiviCRM online training Special: April 15th - 19th - 二, 04/02/2019 - 23:48

Back by popular demand, Cividesk is offering a week of intensive training on the Fundamentals of CiviCRM the week of April 15th - 19th.

This promotion incorporates all of our basics classes: Contacts, Membership, Events, Contributions, Emailing (one class per day) and is an excellent opportunity to quickly train new staff or learn more about a particular module in CiviCRM. 

The First Tee of Denver: In full swing with CiviCRM - 六, 03/30/2019 - 03:09
The mission of The First Tee of Denver is to educate and inspire youth academically, socially and physically through the game of golf. The First Tee offers group lessons where students learn not only golf, but core values that are incorporated throughout the program, such as honesty and responsibility.   Cividesk recently spoke with Dan Reeves, Director of Operations for The First Tee of Denver about their transition to CiviCRM.  

Registration is open! - Global Community Summit & Sprint - Barcelona - October 4-10 - 三, 03/27/2019 - 18:57

Don't forget your sunscreen! The Global Community Summit is coming to Barcelona on October: Register Now!

Language Switcher - 二, 03/26/2019 - 06:03

Do you want to use Civi in multiple languages? This new feature adds more options to enable users to access CiviCRM in their language of choice.

This feature allows admins to configure a list of languages for users to select from and set the language of the CiviCRM interface for their own use.  This translates the CiviCRM interface but does not translate content.  For example, the menus are translated but content and option values (eg Mr/Mrs) are not translated.

Project Financials added to CiviCRM Stats Page - 一, 03/25/2019 - 23:05

It’s been a long time coming, but we finally managed to post the Core Team’s financials online in a format that not only shows where we’re at but also breaks down our income and expenses over the past 12 months. We’ve maintained project stats online for some time at so it made sense to just add a new tab there. Check it out here. The financials are currently updated each month, and we’ll continue to expand on them as we have capacity.

Using CiviCRM to manage your non-profit's Fundraising - Online Training April 4th - 一, 03/25/2019 - 00:16

Cividesk offers a variety of live instruction online training courses for new and current users of CiviCRM. Join us on April 4th at 10 am MT/12 pm ET for our Organizing a Fundraising Campaign training session that is designed for current users of CiviCRM.

Searching for Non-Primary Data in CiviCRM - 五, 03/22/2019 - 00:17

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Option 1: Add Them to Your Search Results

Continuous Extension Integration - 四, 03/14/2019 - 09:59

CiviCRM core now offers a Continuous Integration service to partner & member organisations on their extensions. The service will run the unit tests associated with an extension whenever a PR is submitted to that extension. This is similar to the process that runs on core and is driven by jenkins and runs on the same test infrastructure. There are free services that do this (e.g Travis) on github in general but they don’t provide the CiviCRM setup and database environment that is needed to run tests on CiviCRM.


Fundamentals of Contact Management - Wednesday March 20th - 四, 03/14/2019 - 05:53

If you are new to CiviCRM or would like more formal training in the basics of contact management, the Fundamentals of Contact Management offered by Cividesk is the perfect online training session for you. 

We need you: CiviCRM community and sector research 2019 - 五, 03/08/2019 - 20:54

Late last year CiviCRM won some seed funding from Mozilla’s MOSS fund to support the core team, and also research our community priorities. We're focussing on two questions connected to CiviCRM’s future growth and sustainability:

CiviEvent current user online training - Tuesday, March 12th - 五, 03/08/2019 - 01:27

Register now for the online class, "Organizing Successful Events" offered by Cividesk that is designed for current users of CiviCRM. This 2- hour session is taught live on Tuesday, March 12th at 10 am MT / 11 am CT / 12 pm ET (recorded versions are not available).

CiviCRM 5.11.0 release - 四, 03/07/2019 - 20:09
CiviCRM version 5.11.0 is now out and ready to download. Following 5.10 security release, this release focuses on bug fixes and other improvements. If you have already upgraded to 5.10, it's recommended you review the release notes and consider upgrading.  RELEASE NOTES:

Irene's blog for the Edinburgh CiviMeetup on 20 February - 三, 03/06/2019 - 02:15

Attendees represented developers, new and potential CiviCRM users, a good mix of experience.  Topics covered included webforms, focussing on conditional fields.  We also looked at webform layout, which allows the placing of webform fields inside boxes.  The fields can then be arranged into rows and columns.


We then looked at the contact summary, showing how all contact involvement can be accessed from this one screen.  This led on to a discussion about how CiviCRM, as an Open Source system evolves and grows.


Tips for Minimizing Duplicates - 三, 03/06/2019 - 00:50

Nearly every client with whom we’ve worked over the years has wrestled with how to manage duplicate contacts in their Civi.  Although it’s impossible to eliminate duplicates completely, we do have some tried-and-true suggestions for minimizing them with as little risk as possible.

Creating effective duplicate rules is often more art than science.  You want to hit the sweet spot between removing the possibility that contacts are overwritten incorrectly, and setting the rule so restrictively that contacts are more frequently duplicated than not.

Intensive Hands-on User/Admin Training in California, April 17-18 - 一, 03/04/2019 - 17:02

It's time to take your CiviCRM skills to the next level! Join us for two days of intensive hands-on learning, individual attention from CiviCRM experts and networking with nonprofit peers.

  • Dig into all the major components of CiviCRM with the guidance of experienced trainers.

  • Learn and practice on an actual database: we give each trainee their own CiviCRM site to work on.

  • Ask questions: you'll have plenty of opportunities.

Get an early-bird discount if you register by March 12.

CiviCamp Oakland is April 17-18. Two Days, Multiple Ways to Engage! - 六, 03/02/2019 - 02:13

Our San Francisco Bay Area CiviCRM community had a fantastic 2018 CiviCamp.  The feedback we received has shaped our 2019 offering.  (Thank you!)  So this year, CiviCamp Oakland is a 2-Day event! 

CiviMember online Training - Wednesday, March 6th - 五, 03/01/2019 - 03:37

Are you looking to get started using CiviMember to mange your non-profit's membership? 

This 2-hour online course brought by Cividesk is designed to teach the basics of using the membership module. We start by configuring membership types and discussing the rules that CiviCRM uses to manage membership status. We'll also cover adding new memberships, searching and reporting on memberships, the basics of setting up an online membership sign-up page and how to send out automated membership renewal emails. 

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