Space Details:

Key:

CRMDOC

Name:

CiviCRM 2.2 Documentation

Description:

Official documentation for CiviCRM

Creator (Creation Date):

michal (Feb 09, 2007)

Last Modifier (Mod. Date):

michal (Mar 04, 2009)

Available Pages:

Primer
FAQ and Glossary
- Frequently Asked Questions
  - 4Review
    - Error Function
    - Error include_path
    - Error SQL Syntax
    - Multiple Sites
    - Multi-site Blank Page
    - Multi-site Databases
    - Share SSL
  - About the CiviCRM FAQ
  - Access Control Groups
  - Base URL Change
  - Can I build a product on top of CiviCRM and offer it as an ASP without having to provide a download of the source code to that separate product?
  - Can I Use ldapauth
  - CiviContribute Automated Donations
  - CiviContribute Instructions
  - CiviContribute Link to Membership
  - CiviContribute Multiple Payment Processors
  - CiviContribute No Thank-You
  - CiviContribute Not In Menus
  - CiviContribute Receipts
  - CiviContribute Security
  - CiviContribute Thank-Yous
  - CiviCRM vs. Organic Groups
  - CiviEvent Instructions
  - CiviEvent Not In Menus
  - CiviEvent trestdriving
  - CiviMail and GMAIL Yahoo Hotmail Spam-Bulk
  - CiviMail hosting
  - CiviMail Instructions
  - CiviMail Mailman
  - CiviMail Not In Menus
  - CiviMail Requirements
  - CiviMail Upload Problems
  - CiviMember Custom Fields
  - CiviMember Directory
  - CiviMember Family Label
  - CiviMember Family Membership
  - CiviMember Instructions
  - CiviMember Join Date
  - Civimember Not In Menus
  - CiviMember Reports
  - Clean Contact URL
  - Contact Actions
  - Contact Add Actions
  - Contact Additional Tabs
  - Contact Delete
  - Contact Display Public
  - Contact photo
  - Contacts vs. Users
  - Contribution Importing
  - Control Content
  - County Data
  - Courses
  - Create Smart Group
  - Credit Cards
  - Custom Data and Existing Fields
  - Custom Data in Search Result
  - Custom Data Multiple Values
  - Custom Data Not on New User Form
  - Custom Data Types
  - District Teams
  - Domain Change
  - Edit CiviCRM Footer
  - Edit Group Leader Only
  - Error Access Denied, Search
  - Error Authentication
  - Error CiviContribute Nonrecoverable
  - Error Fontfile
  - Error Invalid Response Code
  - Error Not CSV File
  - Error Open_basedir
  - Error Yahoo (or Google) Geocoding
  - Events Data for Profiles
  - Expand Doesn't Work
  - Exporting Displays
  - Form Custom Data
  - Form Gives "Access Denied"
  - General information on CiviCRM FAQ
    - What Is CiviCRM?
    - What's new in version 2.0?
    - What are the scaling limits for CiviCRM?
    - What is the mission of CiviCRM?
    - Who uses CiviCRM?
    - What do users say about CiviCRM?
    - Who are the people and organizations behind CiviCRM?
    - What is the Social Source Foundation?
    - How are CivicSpace and CiviCRM related?
    - What makes CiviCRM specially tailored for nonprofit organizations?
    - In what languages is CiviCRM available?
    - Are there special considerations when registering children?
    - Can I create an online volunteer organization?
    - Which Content Management System should I use?
    - Could CiviCRM be ported to another CMS?
    - Where can I try out (demo) CiviCRM before I install?
    - Can I use CiviCRM with existing site?
    - Are there job opportunities for people with CiviCRM skills?
    - How has CiviCRM evolved and grown?
    - How does CiviCRM measure its progress?
    - What hosting services can I use?
    - Where can I find help installing, implementing and customizing CiviCRM?
  - Groups, Tags, etc.
  - Group vs. Smart Group
  - Group vs Tag
  - How can I find what version I'm running?
  - How to fine-tune MySQL to work faster with CiviCRM?
  - How to Get Help FAQ
    - How do I get support when I have questions or problems?
    - How do Forums work?
    - Is is possible to set a global notify for all forum postings?
    - What resources are available for learning about CiviCRM?
    - How can I correct or improve documentation and instructions?
    - How do I file an issue or report a bug?
    - What debugging tools are available in CiviCRM?
  - How to get Public Archives with Drupal and CiviMail
  - How to Help
  - Image in Profile
  - Import Boolean
  - Import Column Headings
  - Import Errors
  - Import Fields
  - Import Households, Organizations
  - Import Is Slow
  - Import Large
  - Import Mac Files
  - Import Match Rule
  - Import Membership Type
  - Import Membership Types
  - Import Not Successful
  - Import Phone Numbers
  - Import Steps
  - Import Tags, Groups
  - Import with Cron
  - In Selector
  - Installation and Upgrades FAQ
    - What CMS versions work with what CiviCRM versions?
    - How do I increase the memory limit of PHP in my configuration?
    - What is the proper location to install CiviCRM in Drupal?
    - Installation Troubleshooing - DB Error no database selected
    - Installation Troubleshooting - DB Error connect failed
    - Installation troubleshooting - blank pages
    - Installation Troubleshooting - Failed opening required CRM Core Config php
    - I've installed CiviCRM. What next?
    - What versions of CiviCRM are supported?
    - How do I find out about my PHP version and specific PHP settings?
    - How do I install CiviCRM?
    - Profile in Joomla is not adding contacts
    - What are the requirements for installing and running CiviCRM?
    - Installation Troubleshooting - I have duplicate links on the Admin page and no icons
    - Installation Troubleshooting - system logs me out with You are not authorized to access this page message
    - civicrm_domain.config_backend gets reset to "N" on every page load
    - How do I upgrade CiviCRM?
  - Labels Remove Fields
  - LDAP Instructions
  - LDAP with Mail Client
  - Licensing FAQ
    - Why is CiviCRM licensed under the AGPL?
    - How is the licensing relevant to nonprofit technology?
    - What is the different between GNU Affero General Public License (AGPL) and GNU General Public License (GPL)?
    - Can I distribute CiviCRM as part of a GPL-licensed piece of software? How does that work?
  - Limit listing
  - List of Upcoming CiviEvents or Feed of Events
  - Localize Site
  - Mail Merge
  - Maps and CiviCRM
  - Maps for Events
  - Maps Google
  - Maps How to
  - Max Contacts for Import
  - Member-only content
  - Multiple emails?
  - Multi User Registration with 1 Email
  - Payment Processors
  - Permission Drupal vs. CiviCRM
  - Professional Services
  - Profile Create Sign-up
  - Profile Drupal vs. CiviCRM
  - Profile Link to User
  - Profile Remove Field
  - Profiles Custom View
  - Query Debugging
  - Remove 'Do not trade' from Privacy options
  - Remove Open ID and Instant Messenger from New Individual form
  - Rename Things
  - Search Basic and Advanced
  - Search IN Operator
  - Search Organizations
  - Search Partial Names
  - Search Result Headings
  - Search with No Content Types
  - Search Zip Codes
  - Security FAQ
    - Is the transmission of data between the host and the personal computer secure?
    - Are financial transactions performed through CiviCRM-Paypal integration secure?
    - How can I be sure that unauthorized people won't view or tamper with my records?
    - Should I use SSL for all my web pages, even those for which secure transmisson is not needed?
    - How can I copy my database to my personal computer as a backup?
    - How can I keep current with security updates?
  - Subgroups?
  - Support
  - Themes Custom
  - Users Info Blank
  - User that Created Contact
  - Warning PayPal
  - What's the difference between 'ON HOLD' and 'Do Not E-mail' ?
  - What is CiviCluster?
  - What is CiviConference?
  - What is CiviContribute?
  - What is CiviEvent?
  - What is CiviMail?
  - What is CiviMember?
  - What is CiviNode?
  - What is CiviReport?
  - What is CiviVoter and Canvasser?
  - Where can I get training about the concepts of Drupal and CiviCRM?
  - Who Administers
  - Will CiviMail send to a contact TWICE if they are in two groups?
- Glossary
CiviCRM Documentation
- Getting Started
  - Basic Terminology
  - Case Studies
    - ABWA Humble Artesian
    - American Friend Service Committee
    - Amnesty International
    - Atlanta Audubon Society
    - Bioneers
    - British and Irish Graduates in America
    - Build It Green
    - Christian Community
    - Community Partners
    - Conservation Fund
    - Creative Commons
    - Democrats Abroad
    - Europe China Academic Network
    - Fair Vote Canada
    - Foundation for Prader-Willi Research
    - Front+Line
    - Front Line
    - Health Care For All Colorado
    - Kabissa
    - Large Canadian Political Database implementation
    - Linux Foundation
    - Maine State Society for the Protection of Animals
    - Missing Person Form
    - National Association for the Visual Arts
    - QuestBridge
    - Redwood Technology Consortium
    - San Diego Community Technology Coalition
    - Society of American Law Teachers
    - St. Stanislaus Ex-students Association
    - Studentenstiftung Dresden
    - TechSoup
    - Tik vzw in Belgium
    - Tryon Life Community Farm
    - University of Michigan Museum of Art
    - Wikimedia Foundation Fundraising
  - Drupal CiviCRM Tricks
  - Exploring Sample Data
  - Presentations
    - Affinity Group Attendees
    - Affinity Group Meeting Notes
    - Lunch Table Discussion
    - NTEN Webinar Chat Transcript (April 2008)
  - Screencasts
  - Simple demo -- Maintain contact database
- Database Planning
- Installation and Upgrades
  - Lighty Install
  - Secure Standalone Installation
  - CiviContribute Payment Processor Configuration
    - Authorize.net Configuration
    - Creating Additional Payment Processor Plugins
    - Google Checkout Configuration
    - Moneris Configuration Guide
    - PayJunction Configuration
    - PayPal Website Payments Pro and Express Configuration
      - Configuring PayPal API Certificate Credentials
    - PayPal Website Payments Standard and Recurring Contributions
    - Trouble shooting payment processor setup
  - CiviCRM for Drupal - Configure Multi-site Installations
  - CiviCRM Localisation
    - Date Formats
    - Localisation - Prior to Version 1.6
  - CiviMail Configuration
  - CiviMail Installation
    - CiviMail Processor
    - AMaViS
    - imap2soap
  - Command-line Script Configuration
  - Drupal Installation Guide
  - Ensuring Schema Integrity on Upgrades
  - Installation and Configuration Trouble-shooting
  - Joomla Installation Guide
  - Moving an Existing Installation to a New Server or Location
  - Security Considerations
  - Standalone Installation Guide
  - Upgrade Drupal Sites to 2.2
  - Upgrade from Prior Versions - Drupal and Joomla
  - Upgrade Joomla Sites to 2.2
  - Upgrade Standalone Sites to 2.2
- Administrator's Guide
  - Specific Administration Tasks
    - Administrator's How Do I...
    - Backup Data
    - Configure Geocoding Functionality
    - Configuring a New Site
  - Customize
    - Custom Data Fields & Custom Data Groups Admin
      - Creating Custom Data Groups & Custom Data Fields
    - Profiles Admin
      - Basic Profile Functions
      - Batch Update via Profile
      - Context & Overview - Profiles
      - How to Create Profiles
      - Linking Profiles
        
        Configuring Front-end Contact Dashboard in Joomla! Sites
        
        Configuring Front-end Profile Listings and Forms in Joomla! Sites
      - Profile Examples
      - Profiles FAQ's, How Do I....
      - Standard Data Fields
  - Configure
    - Global Settings
      - Address Settings
      - Date Formatting
      - Debugging
      - Directories
      - Enable Components
      - Localization
      - Mapping and Geocoding
      - Miscellaneous Settings
      - Outbound Email (SMTP)
      - Payment Processor
      - Resource URLs
    - Find and Merge Duplicate Contacts
    - Import-Export Mappings
    - Message Templates
    - Tags vs. Groups vs. Custom Fields
  - Manage
    - Synchronize Users-to-Contacts
      - How are Drupal or Joomla Users Linked to CiviCRM Contact Records?
    - Access Control
      - Access Control Context and Overview
      - Assign Users to Roles
      - Default Permissions and Roles
      - Drupal Access Control
      - Manage Access Control Lists (ACLs)
      - Manage ACL Roles
    - Database Troubleshooting Tools
      - Speeding up Mysql
    - Defining CRM users in CiviCRM Standalone
    - Find Duplicate Contacts
  - Option Lists
    - Activity Types
    - Gender Options
    - Individual Prefixes
    - Individual Suffixes
    - Instant Messenger Services
    - Location Types
    - Mobile Phone Providers
    - Preferred Communication Options
    - Relationship Types
      - Apply Relationships to Contacts
      - Configure New Relationship Types
    - Tags Admin
      - Configure Tags
      - Tags Overview
  - CiviContribute Admin
    - Manage Contribution Pages
      - Configure Membership
      - Configure Premiums
      - Contribution Amounts
      - Contribution Widget
      - Include Profiles
      - Including Contribution Pages in Sites
        
        Displaying Online Contribution Pages in Joomla! Frontend Sites
      - Main Manage Online Contribution Page
      - Tell a Friend
      - Thank-You and Receipting
      - Title and Settings
    - Manage Premiums
    - Contribution Types
    - Payment Instruments
    - Accepted Credit Cards
    - Manage Pledges
      - Main Manage Online CiviPledge Page
  - CiviMember Admin
    - Configure Online Contribution Pages for Membership Signup and Renewal
    - Membership Status Rules
    - Membership Types
  - CiviEvent Admin
    - Event Display Blocks and Calendars
    - Event Types
    - Manage Events
      - Configuring Front-end Event Info and Registration in Joomla! Sites
      - Main Manage Events Page
      - Manage Event Fees
      - Manage Event Information & Settings
      - Manage Event Location
      - Online Registration
    - Participant Role
    - Participant Status
  - CiviMail Admin
    - CiviMail Mailer Settings
    - Domain Information
    - Header, Footer, Automated Messages
  - CiviCase Admin
    - CiviCase Configuration
    - CiviCase - Using the Sample Configuration
    - Upgrading to CiviCase
- Using CiviCRM
  - Access Keys
  - Categorize
    - Custom Data Fields & Custom Data Groups
    - Groups
      - Regular Groups
      - Smart Groups
    - Tags
  - CiviComponents
    - CiviCase
      - Physician Health Program User Documentation
        
        Understanding Lists of Cases
        
        Understanding the Manage Case Screen
        
        Finding an Existing Case Record
        
        Manage Case Screen
        
        Case Roles and Relationships
        
        Reviewing Cases
        
        Opening a New Case File
        
        Understanding the CiviCase Dashboard
    - CiviContribute
      - Cancel Contributions
      - Context & Overview - CiviContribute
      - Contribution Summary
      - Example Contribution Pages
      - Find Contributions
      - Import Contributions
        
        1. Contributions - Upload Data
        
        2. Contributions - Match Fields
        
        3. Contributions - Preview
        
        4. Contributions - Summary
      - Personal Campaign Page
        
        Context & Overview - PCP
        
        Manage - PCP
    - CiviEvent
      - CiviEvent Calendars and Drupal
      - Context & Overview - CiviEvent
      - Event Summary
      - Example Events
      - Find Participants
      - Import Participants
        
        1. Participants - Upload Data
        
        2. Participants - Match Fields
        
        3. Participants - Preview
        
        4. Participants - Summary
      - Send Invitations
    - CiviMail
      - Browse Sent Mailings
        
        CiviMail Report
      - CiviMail Action Tokens
      - Context & Overview - CiviMail
      - Email Summary
      - Example Mailings
      - Headers, Footers and Automated Messages
      - Mail-merge Tokens for Contact Data
      - Sample CiviMail Messages
      - Send Mailing
        
        2. Select Recipients
        
        3. Upload Message
        
        4. Test
        
        5. Schedule or Send
    - CiviMember
      - Add or Edit Memberships
      - Context & Overview - CiviMember
      - Delete Members
      - Email Members
      - Export Members
      - Find Members
      - Import Members
        
        1. Members - Upload Data
        
        2. Members - Match Fields
        
        3. Members - Preview
        
        4. Members - Summary
      - Membership Examples
      - Membership Summary
    - CiviPledge
      - Cancel Pledges
      - Context & Overview - CiviPledge
      - Find Pledges
      - Pledge Summary
  - Contacts
    - Activities
    - Creating New Contacts
      - Create New Household Contact
        
        Household Naming Tips
      - Create New Individual Contact
      - Create New Organization Contact
    - Deleting Contacts
    - Editing Contacts
    - Notes
    - Printing Contacts
    - Relationships
    - Searching Contacts
  - Data Management
    - Exporting Data
    - Importing Data
      - 1. Upload Data
        
        Importing Households and Household Members
      - 2. Match Fields
      - 3. Preview
      - 4. Summary
      - Swapping primary addresses in CiviCRM
  - Drupal Integration Modules
    - Views2 Integration Module
  - Search & Profiles
    - Profiles
    - Search
      - Advanced Search
      - Basic Search
      - Matches Found
      - No Matches Found
      - Search Builder
      - Sorting Results
      - Taking Action on Results
        
        Add Contacts to a Household
        
        Add Contacts to an Event
        
        Add Contacts to an Organization
        
        Mailing Labels
        
        Map Contacts
        
        Record Activity for Contacts
        
        Send Email to Contacts
  - Specific Tasks - Users
    - End User's How Do I...
      - Do a mail merge in Word with an export from CiviCRM or CiviEvent
Support and Participation
- Getting Help
- Participating
- CiviCRM 3.0 Brainstorm
Developer Resources
- Develop
  - Automated Installers
  - Batch Geocoding Script
  - CiviCRM Architecture
  - CiviCRM ERD 1.7
  - CiviCRM ERD 2.0
  - CiviCRM hook specification
  - CiviCRM Public APIs
    - Activity APIs
    - API Overview
    - Changes in CiviCRM 2
      - Changes to Custom Data API
    - CiviCRM Plugins
      - Task List - Listing of Scheduled Activities
    - Contact APIs
    - Contribution APIs
    - Custom Data Group and Custom Field APIs
    - Deprecated APIs
      - Activity APIs (deprecated)
      - Activity History APIs (deprecated)
      - Contact APIs (deprecated)
      - Contribution APIs (deprecated)
      - Custom Group, Field, Option APIs (deprecated)
      - Event APIs (deprecated)
      - Group APIs (deprecated)
      - Location APIs (deprecated)
      - Membership APIs (deprecated)
      - Note APIs (deprecated)
      - Participant, Participant Payment APIs (deprecated)
      - Profile APIs (deprecated)
      - Search APIs (deprecated)
      - Tagging APIs (deprecated)
    - Event APIs
    - File APIs
    - Group APIs
    - Location APIs
    - Membership APIs
    - Migrating from 1.x API to 2.x API
    - Note APIs
    - Participant and Participant Payment APIs
    - Profile APIs
    - Relationship APIs
    - Tagging APIs
    - Upgrading api's from v1 to v2
    - Using CiviCRM APIs - Code Snippets
  - CiviMember Reporting - Working Example
  - Code Contribution Guidelines
  - Code Snippets - Integration With External Applications and Services
    - Add Users to CiviCRM and Assign to a Group via a Drupal Form
    - Change CiviCRM domain_id
    - Create Group with ACL Permissions
    - Create User from Contact
    - Get email of currently loggedin user
    - Invoking Geocoder.us to get lat and lon for an address
    - Patch for 1.4 to create real Drupal Menus
  - Cookbooks
    - "Print Label" function to quickly print a label for mailing
    - Adding a Drupal page as a Tab to the CiviCRM Contacts page
    - Adding pictures in civicrm profile page
    - Add Links to the Profile Search Results Selector
    - Complex permissioning for organizations with local groups (i.e. political orgs)
    - Create additional mailing label formats
    - Creating a Drupal user for every CiviCRM contact
    - Creating a website member directory
    - Deleting "Zombie" Households
    - Format Advanced Search Result Columns
    - How do you notify every time a user changes their CiviCRM profile in Drupal?
    - How to Add Actions to the Contact Search Dropdown
    - How to Add County Data
    - JamboReport for Front-End Reporting in Joomla
    - Organizing Your Data
    - Sharing an SSL Certificate for Multi-site CiviContribute Pages
    - Using CiviCRM as a Donor Database
    - Using CiviCRM for class registration
    - Using CiviCRM for Volunteer Management
  - Creating custom components
  - Customizing CiviCRM Screens
    - Custom Error Screens and Error Handlers
    - Customize Built-in, Profile, Contribution and Event Registration Screens
    - Custom Search Components
      - Community Contributed Custom Searches
        
        events aggregate page
        
        Search by Date Added to CiviCRM
        
        Search on Gender and Age
    - Displaying signup email within profile
  - Installing CiviCRM from subversion (SVN) repository
  - Internationalisation guide
  - Mail Generator
  - Notes for New Developers and Webmasters
  - Organic Groups CiviCRM Synchronization
  - Third Party Modules
    - CitizenSpeak Module
    - CiviCRM+Gammu=SMS-portal
    - CiviCRM groups for Joomla access control
    - CiviCRM LDAP Integration
    - CiviRepeat - Clone CiviEvents based on a repeat pattern
    - geoquote module
    - Integration with Drupal Ubercart module
    - Joomla CiviCRM Membership Authentication Plugin
    - Joomla User Registration Restriction
    - Mailman synchronization
    - Manage better the employer field
    - Using Drupal Calendar with CiviEvent
  - Useful SQL queries
    - CiviMember Address List using Joomla Database Query (DBQ)
    - CiviMember Reports Example - Address List
    - CiviMember Reports Example - All members, name, email, membership num
    - CiviMember Reports Example - Current membership list
    - CiviMember Reports Example - Historical Membership List
    - CiviMember Reports Example - Membership Stats
    - CiviMember Reports Example - Paid last year but not this year
    - CiviMember Reports Example - Paid this year
    - Delete a domain
    - Individuals and Households With Contributions
    - lybnty (last year but not this year)
    - Membership - List of Contacts
    - Membership - Sorted by Geographical Region
    - Outputing Relationships
    - Sybnty
Documentation Related Resources
- Pages for review
- Recently Updated Pages
- Documentation Credits
- Documentation Maintainers
- Documentation Style Guide
- Supporters and Contributors

Document generated by Confluence on Mar 27, 2009 18:21