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Author Topic: CIVICRM Tutorial and screen cast  (Read 2405 times)

lance1413

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CIVICRM Tutorial and screen cast
November 22, 2010, 11:42:17 am
I have only found high level documentation, and I am havng trouble finding specific, step by step instructions for best practices for setting up CIVICRM with Drupal.  I am looking for a turotiral that will walk me through each step, and let me know what part of Civi I should set up first, second, third, etc. and how to go about settting up each section step by step.  Can anyone point me in the right direction?

Kiran Jagtap

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Re: CIVICRM Tutorial and screen cast
November 25, 2010, 05:22:10 am
this installation document might be helpful : http://wiki.civicrm.org/confluence/display/CRMDOC33/Drupal+Installation+Guide

kiran
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lance1413

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Re: CIVICRM Tutorial and screen cast
November 26, 2010, 08:12:31 am
Yep, thanks.  But, I am looking for a step by step for the setup, after the module has been installed and is working, i.e. set up organizations (step by step), set up profiles, etc. Any ideas?

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Re: CIVICRM Tutorial and screen cast
November 27, 2010, 05:46:41 pm

your best bet is the civicrm book

http://en.flossmanuals.net/CiviCRM/

You can also check the training materials:

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+Training

No more ideas beyond that

lobo
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lance1413

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Re: CIVICRM Tutorial and screen cast
December 01, 2010, 10:58:45 am
Thanks for the links I will check them out.

Maybe a better more specific question is, do I set up Organization 1st, then Organization locations 2nd, and profile 3rd?

I really would like get the Organization to set themselves up, but I want to control/customize their setup screens to walk them through the process step by step so they don't get lost.  Then I would like to use the same process for the users/customers and have them complete their setup of their profile from the drupal home page, which the customer can then use to sign up to an organzations/location event. 

Where do I start?  I think if you give me the order, I can refer to the other technical data for the "how to." 
« Last Edit: December 01, 2010, 11:02:56 am by lance1413 »

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Drupal Modules (Moderator: Donald Lobo) »
  • CIVICRM Tutorial and screen cast

This forum was archived on 2017-11-26.