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Presentation title. September 19, 2012. Post code Lookup. For Contacts and Events. POST CODE LOOKUP. Adding/editing contacts Adding/editing events Using TABCAT – Free postcode software Limitations UK specific. POST CODE LOOKUP. Enter post code and house number (optional).
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Presentation title September 19, 2012
Post code Lookup For Contacts and Events
POST CODE LOOKUP • Adding/editing contacts • Adding/editing events • Using TABCAT – Free postcode software Limitations • UK specific
POST CODE LOOKUP • Enter post code and house number (optional)
POST CODE LOOKUP • Results from TABCAT
POST CODE LOOKUP • Select address to populate CiviCRM address fields
quick search extended For Contacts
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
QUICK SEARCH EXTENDED • Settings page
BANK ACCOUNT VALIDATION For Custom data (Direct Debit)
BANK ACCOUNT VALIDATION • Setting up a new direct debit mandate • Using BACS-Active IP API Limitations • UK specific
BANK ACCOUNT VALIDATION • Enter Account number and sort code
BANK ACCOUNT VALIDATION • Validation success
BANK ACCOUNT VALIDATION • Validation failed
Wordpress/CiviCRM Permission CiviCRM Back End
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?)
WORDPRESS/CIVICRM PERMISSION • Permissions settings page/form
WORDPRESS/CIVICRM PERMISSION • Example: Set permissions for Event Manager
WORDPRESS/CIVICRM PERMISSION • Event Manager: Logged In
Wordpress/civimember role sync CiviCRM Back End
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
WORDPRESS/CIVIMEMBER ROLE SYNC • List association rule(s)
WORDPRESS/CIVIMEMBER ROLE SYNC • Add association rule
WORDPRESS/CIVIMEMBER ROLE SYNC • Edit association rule