CiviCRM Training Erik Hornberger Student Director Friday 26 August 2011

What is Civi? CiviCRM is an open source and freely downloadable constituent relationship management solution. CiviCRM is web-based, open source, internationalized, and designed specifically to meet the needs of advocacy, non-profit and non-governmental groups. Or, simply stated… CiviCRM is a system that allows Collaboratory members to record and manage information about their contacts, supporters and donors.

Why do we use it? Individuals, families and friends of the Collaboratory members are able to provide donations to the Collaboratory – either specific projects or site teams, or for general use. Individuals, families and friends of the Collaboratory who have contact information in Civi will receive our newsletter, Dokimoi Ergatai. Funding Marketing

Now what? Each year at the beginning of the semester, Collaboratory members are required to have at least 10 contacts in their Civi account. Collaboratory members on site teams must have 50 contacts in their Civi account by the date determined by Site Team Advisor.

Logging in Your username and password should be the same as MC2 Let us know if you don’t have a log in or can’t remember your password

Adding New Contacts Click New Individual and then STOP!! If you bump the Enter key while filling in contact info, it will save and return to the main page. You can only edit contacts tagged to yourself, so if you hadn’t got down to tagging your contact yet, that means you can’t find your own contact to finish editing them Furthermore, if one of your contacts donates money to the Collaboratory, it won’t be allotted to your project if the contact wasn’t tagged to you and your group! If you bump the Enter key while filling in contact info, it will save and return to the main page. You can only edit contacts tagged to yourself, so if you hadn’t got down to tagging your contact yet, that means you can’t find your own contact to finish editing them Furthermore, if one of your contacts donates money to the Collaboratory, it won’t be allotted to your project if the contact wasn’t tagged to you and your group! Tag first Fill in later

Adding New Contacts Expand Scroll to Bottom

Adding New Contacts

Adding new Contacts After tagging yourself, begin filling in relevant details Only name, mail address, address are neccessary Fill in: 1.Prefix 2.First Name 3.Last Name Fill in: 1.Privacy 2.Method Fill in: 1. Fill in: 1.Street Address 2.City and Zip Code 3.Country and State

Some Useful Tips If you leave the quick search box empty and do a search, it will show you all of your contacts At the bottom, you can edit your account info, including changing your password If you lose a contact because you forget to tag it,