This book is a step-by-step tutorial with practical examples, introduced by a planning framework and illustrations of good relationship management techniques for a variety of situations. We begin with basics such as installation, low-level implementation, and Civi CRM’s core modules before covering Civi CRM’s advanced features and issues such as customization of Civi CRM and integrating it with Joomla! and Drupal. You should be able to quickly grasp and implement the basic element...
This book is a step-by-step tutorial with practical examples, introduced by a planning framework and illustrations of good relationship management techniques for a variety of situations. We begin with basics such as installation, low-level implementation, and Civi CRM’s core modules before covering Civi CRM’s advanced features and issues such as customization of Civi CRM and integrating it with Joomla! and Drupal. You should be able to quickly grasp and implement the basic elements of Civi CRM before moving on to the more advanced features and tools. This book is for project implementers, organization leaders, staff, and volunteers in advocacy, non-profit, and non-governmental organizations, elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations who want to implement Civi CRM in a manner tailored to their organization’s size, culture, and needs. It addresses CRM strategists, implementers, administrators, and end users looking to become power users in communicating, fundraising, managing events, memberships, grants, cases, and people-resource management.