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  • Too hard for us? Standalone for sports club to track members & payments
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Author Topic: Too hard for us? Standalone for sports club to track members & payments  (Read 4865 times)

sKraeL

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Too hard for us? Standalone for sports club to track members & payments
April 03, 2009, 04:39:31 am
Were struggling to keep track of memberships and fees at our small judo club.

We have people scribbling things on bits of paper, receipt books - someone is allegedly keeping an excel spreadsheet on a computer (although that could be a viscious rumour). Man o man - so much hassle when all I want to do is get on the mat and train.

So here is what I would like:
1) a contact database to track juniors, seniors and kids (3 different classes)
2) ability to send them emails and track them
3) something simple for our volunteers to use (different volunteers at each class)
4) a way of tracking when training fees are due

What would be awesome:
5) payment of fees online (I know, I'll need a merchant account/3rd party)
6) inclusion of member photos
7) Ability to synchronise the club's database with the website one

Here are our main problems
1) we have no internet access at the club
2) I (who am by default the one who gets to sort this out) have no php knowledge

Further information:
We have a drupal 6 site running.
see www.budokan-judo-club.com

Possibilities include running the (windows + XAMPP) standalone on a USB, so I can take it home and send emails from there where I have internet access. Alternatively - forget about civiCRM altogether and install a customised ACT! database (done this at work) or purchase some other club management software (which to date I have not yet found)

Am I way out of my league with civiCRM? I'm a bit worried it is not a user-friendly option. I'm happy enough to dive in the deep-end, as evidenced by my drupal site efforts but really I don't want to spend weeks setting it up either.

I'd appreciate some insights.
Thanks team....



Eileen

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Re: Too hard for us? Standalone for sports club to track members & payments
April 03, 2009, 07:49:23 pm
I think civiCRM is a realistic option. The big question I have is what information you need to have available at the club and what transfer of information you need.

We run civiCRM to sign up for classes (trapeze classes in our case) but the only real information held at the classes site is printed class lists and tutors are expected to check who attends against who should of (i.e. go home & update the internet based site) but I'm not sure what your needs are
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

sKraeL

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Re: Too hard for us? Standalone for sports club to track members & payments
April 03, 2009, 11:39:10 pm
Well, I guess I want, in main - the following:

To have 3 volunteers to be able to enter/change member information and track/mark whether fees are up to date and check relevant information on the computer we have at the club. We also want to be able to print/generate a report on who has fees outstanding at the club.

We also would like to somehow transfer information between the "standalone" civi at the club and a website version so that the information is synchronised between the two. This way we can still set-up an online payment method and manage newsletters.




conductorchris

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Re: Too hard for us? Standalone for sports club to track members & payments
April 07, 2009, 08:49:57 am
I don't know your circumstances, but it might be easier and cheaper to get e-mail at the club than fool with imports and exports to synchronize.

I know a little php, but I don't think I've ever used any in installing and running civiCRM.  I have needed some knowledge about servers and mysql, but it's basically stuff I learned after installing civiCRM, when I needed to solve issues.

You don't need a merchant account or SSL server if you use paypal.  That's the simple and cheap way, though not 100% user friendly.

My experience with civiCRM is:
- recent upgrades have made *substantial* improvements to keep things functioning (which means some older tales of woe and fear no longer apply).
- Even with the improvements, things break on a regular basis and I have to stop and figure them out.  Usually I can, but it can be a long process of struggle.  I'm sure I cause many of those things, but civiCRM is not just an install and forget about it program.  It's also pretty complicated and I continue to need to stop and figure things out.
Thanks to those who help create and enhance civiCRM!

sKraeL

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Re: Too hard for us? Standalone for sports club to track members & payments
April 07, 2009, 05:07:37 pm
Yeah, thanks.

I was afraid of that. I guess you need to be a bit of an expert to operate civiCRM, which is a pity - but I really don't have time to screw around with it for hours every time, modifying PHP code and asking questions on community forums that may or may not be answered promptly.

I suppose that's the danger about open source. Since it's free - you cannot very much complain about a lack of support.

Maybe one day when I have a lot more time I can investigate it further. In the meantime I'll have to go and look for something paid that will do what I need.

Thanks for the feedback.

Eileen

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Re: Too hard for us? Standalone for sports club to track members & payments
April 08, 2009, 12:40:55 am
Hi,

I don't think civi normally breaks once you have it working - it's when you change things that you may  need to intervene but there is actually really good support.
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

Erik Hommel

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Re: Too hard for us? Standalone for sports club to track members & payments
April 08, 2009, 05:04:50 am
In my limited experience, there is not a lot that breaks in CiviCRM! I certainly do not think the quality is less then with paid software, and believe me I have implemented a few over the years. You DO need to think about what you want and maintain data, but that is absolutely no different from paid software. And you do NOT I repeat NOT have to modify PHP code to use CiviCRM.
I can imagine there are better solutions for what you want to do (get email at the club?) but I would not consider buying software one of them. I would imagine you'd end up with the same amount of work maintaining the data and less budget for the club.
Regards
Erik
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

conductorchris

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Re: Too hard for us? Standalone for sports club to track members & payments
April 08, 2009, 09:22:47 am
Sorry, breaks is the wrong word.
But things happen.  Like the import that will only do 15 at a time.  So I have to go figure out that I must remove blank columns from the source file.
Or that it's resource heavy and times out with frequency.
Or that I got a "cannot find key" error whenever I tried to sort by relationships (which went away when I rebooted).
None of these are show-stoppers for me.  I spend time figuring things out.  But they would stop the average user unless you provide continuing support.

I must say that Raisers Edge too would break (or whatever the right word is).  I had endless struggles using Crystal Reports with it.  Wierd stuff would happen because I had forgotten some setting.  I was constantly on the phone with the IT department.

Christopher
Thanks to those who help create and enhance civiCRM!

Erik Hommel

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Re: Too hard for us? Standalone for sports club to track members & payments
April 08, 2009, 10:02:15 am
I completely agree that it takes time to get software to do what you want......perhaps self-thinking software should be readily available ;)
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

sKraeL

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Re: Too hard for us? Standalone for sports club to track members & payments
April 08, 2009, 05:03:08 pm
LOL self-thinking. I'm prepared to do some legwork. As a drupal noob I still managed to setup our drupal site, add the calendar and some custom views etc. Contrary to popular belief I am not a total idi0t  ;D I have some off-time at the moment due to a ruptured ligament in my knee, so I get to sort this sort of stuff out.

No I agree, we need to plan before implementing any sort of system. Unfortunately, due to the physical location of our club, getting email/internet access there is just not possible.

Our only option is wireless, but to pay 30AUD/Month (AUD360/year) is not really where we want to go. That's $360 we could spend on paid software that could possibly be used in conjunction with a barcode scanner to log attendance, for example.

Again, ideally I'd like to use a combination of a standalone CIVI (for the club) and a Drupal-"plugin" for our website. This way, the data entry can be done both at the club and also online.

Only thing is: how do we transfer the info between the two so that they remain synchronised? USB would seem likely, but not sure as to whether CIVIcrm is capable of this sort of configuration.

Erik Hommel

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Re: Too hard for us? Standalone for sports club to track members & payments
April 09, 2009, 12:20:16 am
Hmmm....you would probably have to use the standard import function or develop a script to synchronize the 2 installations. If that is your only concern I'd be happy to help you out with developing the script. I do the same for data migration for some of our customers who have data sitting in old systems that need to be transferred to CiviCRM. Keeping stuff synochronized in a dynamic environment would be over my head, but if you need to exchange data from a Dupral format to a standalone CiviCRM I'd be happy to do that for you. I am not sure that is your best solution though. Could you not create a local database with OpenOffice?

Erik
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

sKraeL

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Re: Too hard for us? Standalone for sports club to track members & payments
April 09, 2009, 02:06:25 am
If by "help you out" you mean - you do all the work and I applaud loudly, then maybe.

Regarding
Quote
Could you not create a local database with OpenOffice?
I'm not familiar enough with CIVIcrm to be able to decide. I'm relying on the community here to "tell me" whether what I want to achieve with CIVIcrm is feasible.

It is difficult because I would like the online functionality of a web-based CRM, while having the limitation of no web access in the location where most of the data entry will be occuring.

I'm starting to think maybe I'm over-reaching. Or perhaps, I'm letting my only CRM experience colour my expectations.

I use ACT! (http://www.act.com/) for my business. Although we don't use this function, it has the ability to synchronise (or synchronize depending on your locale) a portable database to a local one.

So (il?)logically I assume this is somehow possible with CIVIcrm. Perhaps not....

Erik Hommel

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Re: Too hard for us? Standalone for sports club to track members & payments
April 09, 2009, 02:20:44 am
I can see that you expect it to synchronize. CiviCRM does not include such an automatic function as far as I know, but there are lots of people around with more knowledge. But....if you describe exactly what you want the synchronize function to do, I am sure it can be developed without too much effort. As you explain you do not have a lot of PHP I am quite willing to put some effort in to create a sync function for you specific situation. What I would recommend is that you install CiviCRM on your site and play with the functionality. If you think it does the job and the only problem is keeping it in sync between the club and your home situation, we can look into that together. I can imagine I would write you a function that you execute at the club which extracts data, and then a function that you call from the site which uploads the data. You would have to compete with work, family, the cats and soccer timewise though  :D
Does that help you or do you need more support to get it up and running?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Eileen

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Re: Too hard for us? Standalone for sports club to track members & payments
April 09, 2009, 04:16:34 am
That's a fab offer! I'd suggest you buy him a beer but you'd probably send him XXXX :-)

I have two thoughts reading this thread. Firstly, I'm quite curious what thoughts you had about scanner / barcode reading of attendance - I know a club with an interest in something similar.

Second, My experience with volunteer organisations (with an 's') is that it is worthwhile to weigh the cost of something (e.g. $AUD 30 per month wireless connection) against the time it would cost to pay an administrator to do the work saved. Even if the hours of work being saved or otherwise are donated they are generally hours you could happily find another use for so treating them as having value is important.

My last thought (I know that's more than 2) is that whatever solution you go for the nature of your club means that you need to ensure you have emergency contact details for everyone both on and off site. (actually - I live in an earthquake zone so off-site is a given but maybe there are places that don't have to bear natural disasters in mind)
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

midloman

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Re: Too hard for us? Standalone for sports club to track members & payments
April 09, 2009, 11:55:43 am
How about maintaining a single Civi site on your server and using import/export csv to populate an excel spreadsheet at the club?
Import the records back in with whatever updates were made at the club.

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