1. PRESENTATION TITLE September 19, 2012

2. POST CODE LOOKUP For Contacts and Events

3. POST CODE LOOKUP  Adding/editing contacts  Adding/editing events  Using TABCAT – Free postcode software Limitations  UK specific

4. POST CODE LOOKUP  Enter post code and house number (optional)

5. POST CODE LOOKUP  Results from TABCAT

6. POST CODE LOOKUP  Select address to populate CiviCRM address fields

7. QUICK SEARCH EXTENDED For Contacts

8. QUICK SEARCH EXTENDED  Fine grained quick search to search for  Internal id  External id  First name & Last name  Email  Phone  Post code  Job title  Options for Exact or Similar (wildcard) search

9. QUICK SEARCH EXTENDED

11.  Settings page

12. BANK ACCOUNT VALIDATION For Custom data (Direct Debit)

13. BANK ACCOUNT VALIDATION  Setting up a new direct debit mandate  Using BACS-Active IP API Limitations  UK specific

14. BANK ACCOUNT VALIDATION  Enter Account number and sort code

15. BANK ACCOUNT VALIDATION  Validation success

16. BANK ACCOUNT VALIDATION  Validation failed

17. WORDPRESS/CIVICRM PERMISSION CiviCRM Back End

18. WORDPRESS/CIVICRM PERMISSION  Permissions for CiviCRM Backend roles/users  Wordpress Administrator (role) can access Permissions setting page/form Limitations  Under development/needs improvement  Doesn’t account for anonymous role(equivalent in Wordpress?)

19. WORDPRESS/CIVICRM PERMISSION  Permissions settings page/form

20. WORDPRESS/CIVICRM PERMISSION  Example: Set permissions for Event Manager

21. WORDPRESS/CIVICRM PERMISSION  Event Manager: Logged In

22. WORDPRESS/CIVIMEMBER ROLE SYNC CiviCRM Back End

23. WORDPRESS/CIVIMEMBER ROLE SYNC  Synchronize CiviCRM Contacts with Membership Status to a specified Wordpress Role automatically, when the user login/logout. Limitations  Under early development  CiviMember Status Rules to used for "Current" and "Expired" status.  Need to do manual sync

24. WORDPRESS/CIVIMEMBER ROLE SYNC  List association rule(s)

25. WORDPRESS/CIVIMEMBER ROLE SYNC  Add association rule

26. WORDPRESS/CIVIMEMBER ROLE SYNC  Edit association rule