Recent blog entries

Ever find yourself days or even weeks away from the next available training session, when what you need is immediate instruction on how to complete a certain task in your CiviCRM? Don't worry! Helpful resources are just a click away - below is a list of the best resources and tips on searching to help you find what you need fast!

  1. Help Bubbles ...

Use "Activities" to manage your workflows

You may have heard of CiviCase which allows you to handle complex workflows in CiviCRM. This is a powerful tool but can be difficult to configure properly.
What if you have a simple workflow involving only a few interactions with your contacts? You can manage this workflow with the use of "Activities!"...

Use Schedule Reminders to send Welcome Messages to Members

If you manage memberships or events in CiviCRM, you may already be familiar with the Scheduled Reminders. This function of CiviCRM allows you to automatically send an email to your contacts when a system event is reached. For example, you can inform constituents that their membership is about...

CiviCRM online forms aren't just for your target audience. They can also be used by your staff to streamline data entry and ensure data integrity when recording donations, membership signups/renewals and event registrations

Here's the difference:​
When a user accesses the live contribution page, all of the...

HighEdWeb, the High Education Web Professionals Association, is an organization of professionals working to advance the web at institutions of higher education. They design, develop, manage and map the future of higher education digital communications and services. Each fall, they come together at their Annual Conference and related...

Coming back from the Calgary CiviCamp and Sprint, I started reflecting on this fantastic experience and what it takes to create a CiviCRM community. This prompted me to share some thoughts about what makes these events so positive and memorable for all attendees and specifically our end-users.

If you have been connected with CiviCRM for some time, you might have noticed a significant...

Use the Membership module to manage Sponsor/Student Relationships

This is an example of how you can use the membership module of CiviCRM called "CiviMember," for managing sponsorships for students seeking continuing education rather than the traditional use for managing memberships!
The organization main need is to track the relationship and the financial support between the...

General Data Protection Regulation (GDPR)1 went into effect on May 25, 2018 in the EU with a global impact: any organization ...

Cividesk was very pleased to be part of CiviCamp Bay Area 2018 that took place on May 3rd at Preservation Park in Oakland, CA. It had been nearly 2 years since a CiviCRM event took place near San Francisco, the birthplace of our favorite Constituents Relationship Management (CRM) solution.
The event gathered 60+ people for a...

Cividesk is proud to be an active contributor to the CiviCRM community since 2011. We contribute to the project every month with new code, code fixes, by hosting events and more.

Most recently, Cividesk added a very helpful functionality that displays the relationships of a contact by order of preference. This allows you to customize which relationship types should be seen at the top...

Contributions with the status of "Pending (Incomplete Transaction)" signal failed payments and should only appear when you are using an off-site payment processor like PayPal. The contributor may have made multiple attempts to process the payment and decided to abandon the transaction or to send an alternative form of payment.

To find contributions with a status of "Pending (...

Using CiviCRM to Promote Animal Rescue
 

Pets Alive is a no-kill animal rescue organization, with the mission to improve the lives of companion animals through rescue, adoption, advocacy, collaboration, intervention and education. Animals at Pets Alive range from dogs and cats to farm animals. Many of the...

Checksum tokens generate personalized links* that allow users to be identified when interacting with your website without logging in! When users click on a checksum link, they are directed towards a standalone profile, contribution or event page where any contact information already in the database will auto-populate. This saves...

We are happy to announce that the HelpTab extension is available to all our customers as part of the default configuration of their CiviCRM.

The HelpTab extension provides contextual help for CiviCRM: on any back-office CiviCRM page a little tab appears on the right side of your screen. Clicking on that tab will bring up a list of articles related to this page, clicking...

Cividesk often does custom development for its customers, and we recently came into multiple requests that involved splitting incoming contributions, but for very different purposes. Let me explain.

One of our customers is a large national organization with regional chapters. Their members subscribe to the national organization, but a large percentage of their membership dues are...

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