Category: CiviCRM documentation
-
“Charity CRM” survey results
From: Allen Shaw <allen@joineryhq.com>Date: Tuesday, June 4, 2024 at 23:45To: James Miller <millerjwm@gmail.com>Subject: :: “Charity CRM” survey results Ever wonder how CiviCRM stacks up against other CRM offerings in the non-profit space? I think it’s good to know. You will always have options, and it can help to know what they are, even if you’re…
-
Roles in maintaining CiviCRM
March 2024: Allen Shaw (Joinery CiviCRM consultant) has suggested that NSCS define roles which could require different access controls for managing CiviCRM and its content. We will not redefine the roles that WordPress uses as defaults: Anonymous User, Subscriber, Contributor, Author, Editor, Administrator, which have some default access permissions defined (although these roles could be…
-
CiviCRM Procedure Documentation
This was last updated in June, 2019, before CiviCRM was migrated from Joomla to WordPress.
-
CiviCRM Design Decision Documentation
This post contains links to documentation PDFs created when CiviCRM was implemented for the North Shore Choral Society in 2012-15. The implementation project was considered to be an Information Management Task Force project. Here is the list of documents: CiviCRM Primer This is a high level summary of how the North Shore Choral Society plans…