CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Does CiviCRM got these functionalities?
Pages: [1]

Author Topic: Does CiviCRM got these functionalities?  (Read 1745 times)

alexander8320

  • I’m new here
  • *
  • Posts: 4
  • Karma: 0
  • CiviCRM version: 4.4.4
  • CMS version: Drupal 7.2
  • MySQL version: -
  • PHP version: -
Does CiviCRM got these functionalities?
April 22, 2014, 05:16:32 am
Hello everybody

We want to roll out CiviCRM in our Company. Therefore I installed CiviCRM and tried to figure out what CiviCRM is able to handle. I made a list of what CiviCRM is not able to handle.

Could please someone confirm that list?

xavier

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4453
  • Karma: 161
    • Tech To The People
  • CiviCRM version: yes probably
  • CMS version: drupal
Re: Does CiviCRM got these functionalities?
April 22, 2014, 05:40:11 am
Hi,

Quick feedback:
- you can cover way more by creating custom fields just for your need (eg. vegetarian or functions in the group)
- acl, workshop, events and projects are all covered by civi
checkout civibooking and civivolunteers for renting system and volunteers,

Je suis basé à Genève si tu as besoin de consulting pour t'aider à mieux comprendre les fonctionalités...

X+
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Does CiviCRM got these functionalities?
April 22, 2014, 08:55:57 am
For your red ones:
"ownership of a contact" - if you are using CiviCase then you can have a case manager.
"Access through Mobile Phone" see CiviMobile extension.
"Create Registrants to Events which are linked to contacts" - Civi does this automatically - did you have something else in mind?
All other events features marked in red should be green - civi does do all of these things.
"Workshops" - should be able to be handled as events
"Volunteers" - check civivolunteer extension
"ACLs" - Civi does have this
I would mark "design the view of forms and tables" in green because you can use Drupal Views & Webforms to do this.
Try asking your question on the new CiviCRM help site.

alexander8320

  • I’m new here
  • *
  • Posts: 4
  • Karma: 0
  • CiviCRM version: 4.4.4
  • CMS version: Drupal 7.2
  • MySQL version: -
  • PHP version: -
Re: Does CiviCRM got these functionalities?
April 25, 2014, 01:08:16 am
Thank you for your Feedback guys!

About Events: I dont want to use Events through the Homepage with registrations. I want to add manually some contacts to events... Unfortenately i wasnt able to do this.

About the ACL: On my opinion the ACL-System doesent work properly. I think it should work like this...  All Contacts should be seen in the system with the addresses. Sub linked elements like donation and so on, should only be visible per each Group (Group members). In fact, the system only allows you to see Contacts of your own section. I recognized there is an issue. If a Contact got a linked Donation, everybody can see the donation and even the Contact.

Customizing: It's great to cusomize own fields. Unfortenately you cant create lookup fields, which links to other tables or (what would be even better) create own tables. Therefore im very limitted on the Software for example if i want to handle some specific complicated Projects. There's a second Point which im not very happy about. If i want to edit/hide Standard fields, i have to edit the source code in several files. There's the possibility to use some own templates. But if i create some own templates, i got some Troubles in future with updates of the System (like new fields in the update wont shown in my System because of the own template).
« Last Edit: April 25, 2014, 01:21:17 am by alexander8320 »

xavier

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4453
  • Karma: 161
    • Tech To The People
  • CiviCRM version: yes probably
  • CMS version: drupal
Re: Does CiviCRM got these functionalities?
April 25, 2014, 02:05:27 am
Quote from: alexander8320 on April 25, 2014, 01:08:16 am

About Events: I dont want to use Events through the Homepage with registrations. I want to add manually some contacts to events... Unfortenately i wasnt able to do this.

weird, they are plenty of path on the back office to do it. check out the book.

Quote from: alexander8320 on April 25, 2014, 01:08:16 am

About the ACL: On my opinion the ACL-System doesent work properly. I think it should work like this...  All Contacts should be seen in the system with the addresses. Sub linked elements like donation and so on, should only be visible per each Group (Group members). In fact, the system only allows you to see Contacts of your own section. I recognized there is an issue. If a Contact got a linked Donation, everybody can see the donation and even the Contact.

You are mixing up two different but related features: one is ACL and about deciding who can see which contact, the other is about accessing features (donations). Not everybody can see donations, only those having access to the contribution features.

Quote from: alexander8320 on April 25, 2014, 01:08:16 am

Customizing: It's great to cusomize own fields. Unfortenately you cant create lookup fields, which links to other tables or (what would be even better) create own tables. Therefore im very limitted on the Software for example if i want to handle some specific complicated Projects. There's a second Point which im not very happy about. If i want to edit/hide Standard fields, i have to edit the source code in several files. There's the possibility to use some own templates. But if i create some own templates, i got some Troubles in future with updates of the System (like new fields in the update wont shown in my System because of the own template).

You can have lookup fields to contacts out of the box. and you can code the fields with lookup the way you want and be as complicated as you want but there isn't any generic solution indeed.

Modifying core fields and template is tricky indeed. if you want to futureproof a bit more, writes an extension that does the modifications.
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

alexander8320

  • I’m new here
  • *
  • Posts: 4
  • Karma: 0
  • CiviCRM version: 4.4.4
  • CMS version: Drupal 7.2
  • MySQL version: -
  • PHP version: -
Re: Does CiviCRM got these functionalities?
April 25, 2014, 03:08:41 am
ok, but i think theres still an error

Example: We got like 100 contacts, but only 60 of them im allowed to see. I got Access to the donations. If now one of the other 40 contacts got a donation entry, i can see the whole contact and the donation. this hsould not work, that i can see one of the other 40 contacts.

Nevertheless a central System should work in my opinion like you could see all contacts but only the sublinked donation of your Group/Team.... I think this Situation isn't possible, is it?

The Thing about Events i will check again
 

xavier

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4453
  • Karma: 161
    • Tech To The People
  • CiviCRM version: yes probably
  • CMS version: drupal
Re: Does CiviCRM got these functionalities?
April 28, 2014, 05:21:17 am
Hi,

If you do not have the ACL on a contact, you shouldn't see the contact detail of that person, even if you have access to civicontribute.

Is this what you mean? You should describe more clearly what acl and permissions you have, it might be a misunderstanding.
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Does CiviCRM got these functionalities?

This forum was archived on 2017-11-26.