Author Topic: Contact Types and Accessibility in Standalone (Read 1143 times)

julester07 · December 11, 2008, 02:14:50 pm

I have been reading the manual and testing on the CiviCRM demo site, but I'm still uncertain as to whether the application can support the user types and relationships that we would need to have. We will be using the application as a standalone installation.

The requirements I am concerned about:

1. We need to track several types of contacts (donors, volunteers, and recipients) and collect different information for each type. For instance, if I am entering a new contact who is a volunteer, I would like the form to include some checkboxes for skills/activities of the volunteer (make phone calls, event organizer, meal preparation, ...), but I would not want the checkboxes to appear if I am entering a contact who is a donor.

2. Be able to link a contribution to a recipient, as well as the donor.

3. Have a contribution record created by an external script/web page.

My gut sense is that all of these are possible & I have just not found the right documentation to figure out how to do it.

I'm also interested in knowing the relative ease with which each of these items can be accomplished. Can I use the admin panel to achieve everything, or will I need to write custom code?

Your thoughts and feedback are greatly appreciated.

Thanks,
Julie

Dave Greenberg · December 11, 2008, 02:53:12 pm

Quote from: julester07 on December 11, 2008, 02:14:50 pm

1. We need to track several types of contacts (donors, volunteers, and recipients) and collect different information for each type. For instance, if I am entering a new contact who is a volunteer, I would like the form to include some checkboxes for skills/activities of the volunteer (make phone calls, event organizer, meal preparation, ...), but I would not want the checkboxes to appear if I am entering a contact who is a donor.

You can build your own contact create / edit forms with the Profiles feature - and pick the core and custom contact fields you want to include. You could also potentially add javascript to the built-in contact edit form which shows / hides the div's containing each set of contact-type specific custom fields based on their contact-type selection. You can read about template customization here:

http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in%2C+Profile%2C+Contribution+and+Event+Registration+Screens

Quote from: julester07 on December 11, 2008, 02:14:50 pm

2. Be able to link a contribution to a recipient, as well as the donor.

There are a couple of ways you might do this depending on the required workflows and "who" the "recipients" are.
* We are adding "soft credit" functionailty in 2.2 which allows you to link any contribution to a "person who helped bring in the contribution" or is related to it in some way (i.e. husband of a donor etc.). You could potentially use this to mark "recipients" - even modifying the display labels w/ customized templates etc.
* Or you could add simple custom field to the contribution record to record this (custom fields are added via admin interface).

Quote from: julester07 on December 11, 2008, 02:14:50 pm

3. Have a contribution record created by an external script/web page.

CiviCRM includes public APIs for creating most of our top-level record types (including contributions).

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Public+APIs

julester07 · December 11, 2008, 03:08:17 pm

Thanks, Dave, for the quick and helpful reply. I will check out the info on custom templates.

Thanks again,
Julie

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Author Topic: Contact Types and Accessibility in Standalone (Read 1143 times)

julester07

Contact Types and Accessibility in Standalone

Dave Greenberg

Re: Contact Types and Accessibility in Standalone

julester07

Re: Contact Types and Accessibility in Standalone