CiviCRM is more than just a Constituent Relationship Management (CRM) tool. It also allows non-profit organizations to take donations, sell memberships, and sell event registrations. Multiple membership types can be created so organizations can offer different tiers of memberships. Each membership type can also have its own set of options. For example, you can set memberships to expire after a defined period or auto-renew memberships*. Auto-renew itself also has its own options. “Give option, but not required” allows the user to decide if they want the membership to auto-renew. “Auto-renew ...
CiviCRM
CiviCRM
Articles covering all things CiviCRM, the open-source CRM designed for nonprofits, associations, and membership organizations.
One feature that has been lacking in CiviCRM is the ability to create a Drupal user when a contact is NOT created via the new Drupal user form or a CiviCRM profile form. Luckily Skvare has developed a custom extension to solve this problem. CiviCRM administrators will often create contacts manually in CiviCRM or import new contacts that will need to log into the site. To do this now, administrators will need to go to each contact and choose “Create CMS User” from the contact’s actions menu. After the contact ...
In our last blog in this series we will be taking the various features and pieces we’ve worked on using the CiviCRM Entity module, and assemble them using the Drupal 8 core theme module, the Layout Builder. Our goal will be to create an attractive event information page (a useful feature for our clients here at Skvare) featuring: Our CiviCRM Support Your JLA event and Slick image slideshow from our previous blog A map to show the event location A list of registered participants Several useful graphs for our event ...
Drupal 8 brings several major upgrades to the popular CMS, including the new core media module. The media library allows you to upload, manage, and reuse media (images, audio, video, and files) throughout your site, using a modern, user-friendly interface. As a core module, it also completely integrates with: Image styles Responsive image styles As of version 8.8, the CKEditor! And a host of popular contributed modules such as focal point, retina images, and photoswipe How can I use these with my CiviCRM entities, such as events? These rich media ...
Reports are an incredibly powerful tool used to develop future forecasts, marketing plans, guide budget planning and improve decision-making. In CiviCRM, one of the most important applications for reporting is in tracking and assessing the various kinds of contributions. Today we will take a look at how to create reports using CiviCRM data within views, a popular use-case for our clients at Skvare. We will then add a chart display using the Charts module for a contribution report to convert it from raw data into easy-to-understand, consumable information with views ...
Showing locations on maps is an important feature for many modern websites. At Skvare, we specialize in building websites using open source Drupal and CiviCRM systems. So naturally, being able to use CiviCRM addresses within Drupal pages is a feature we are often asked to develop. Enter the CiviCRM Entity Leaflet submodule for Drupal 8/9. This new addition allows users to access and display their contacts’ address locations, geocoded using the geocoder extension, in fully customizable and easy to use Leaflet-based maps. Neat! How do I configure my contacts? To ...
Today we are going to explore a common use case for how CiviCRM contacts can integrate with Drupal users using the CiviCRM Entity module. Managing contacts can be a daunting task for organizations, including many of our clients here at Skvare. With needs that include membership subscriptions, group emails, accepting donations, relationships to other contacts and organizations, and more - thankfully, CiviCRM answers each of these in a straightforward and user-friendly way. And by pairing with Drupal we enable custom user profiles, and any combination of contact-content referencing, while making ...
We are excited to announce a new blog and webinar series on the CiviCRM Entity module, demonstrating practical applications of CiviCRM integration with Drupal. Proudly presented and hosted by Skvare, we will cover an initial 8 topics - highlighting key features and use cases of this powerful tool. We’ve included the first five topics below, and will update with additional topics soon: (May 25) - CiviCRM Contacts in Drupal 8 (June 1) - Interactive Maps with CiviCRM Addresses (June 8) - Contributions and Reports within Views (June 15) - Customizing ...
Using the CiviCRM Entity Module
What is the CiviCRM Entity Module?
Integrating the world’s largest open-source Client Relationship Management tool, dedicated to supporting membership associations and non-profit organizations (CiviCRM), with the latest versions of the popular Drupal Content Management System (Drupal 8 and Drupal 9) - the CiviCRM Enitity module allows for incredible expanded functionality by exposing CiviCRM API entities as true Drupal entity types.
This allows users to:
Sync roles and contact types during user creation
Register users and collect contributions using powerful webforms
Reference any Civi data on nodes and other Drupal entities
Create event and other contact type pages using the new core media entity system, slideshows, and other Drupal fields
Generate reports and charts using Civi data within views displays
Create maps and proximity filters using Civi addresses
A few more details please...
CiviCRM focuses on contact and relationship management as its core function, and is 100% open source benefitting from a large and vibrant community of contributors. The power of the CiviCRM Entity module is the extendability it provides by interconnecting features of CiviCRM and Drupal to create unlimited synergistic functionality.
By exposing CiviCRM API entities as true Drupal entity types, any Drupal feature or module can access, manipulate, and display CiviCRM contact data as if it were a native Drupal entity. This opens the doors of hundreds contributed modules to be used with CiviCRM data to build custom solutions.
Part 3: Dealing with Errors (or: Causing Errors on Purpose) This guide will help you with two situations: You've almost completed your CiviCRM contact import, but you've gotten an error message that says "CiviCRM has detected invalid data or formatting errors." You are preparing your import file and you're not sure what values to use for some CiviCRM fields. First, let's start by looking at what CiviCRM does when it runs into an error during a contact import. What an Import Error Looks Like Here's an import file -- a ...