CiviCRM Benutzerhandbuch
Introduction
1.
Introduction
1.1.
About this book
1.2.
What is CiviCRM?
1.3.
Real World Examples
1.4.
Components
1.5.
Extensions
1.6.
Who is CiviCRM?
2.
Getting prepared
2.1.
Is CiviCRM for You?
2.2.
Identifying Your Needs
2.3.
Test it out
2.4.
Hosting
2.5.
Transitioning to CiviCRM
3.
Initial set up
3.1.
Installation and basic set-up
3.2.
Scheduled jobs
3.3.
Customizing the user interface
3.4.
Permissions and access control
3.5.
Security
4.
Advanced configuration
4.1.
Email System Configuration
4.2.
Logging
4.3.
Menu, Dashboard and Dashlets
4.4.
Keyboard shortcuts
4.5.
Searching
4.6.
Undelete
5.
Organising your data
5.1.
Overview
5.2.
Mapping your data
5.3.
Contacts
5.4.
Groups and tags
5.5.
Smart groups
5.6.
Activities
5.7.
Relationships
5.8.
Creating Custom Fields
5.9.
Profiles
6.
Common workflows
6.1.
Importing Data into CiviCRM
6.2.
Exporting Your Contacts
6.3.
Deduping and Merging
6.4.
Tokens and mail merge
6.5.
Postal mail communications
6.6.
Automating tasks
6.7.
What is CiviContribute?
6.8.
What You Need To Know
6.9.
Set-up
6.10.
Everyday Tasks
6.11.
Soft credits
6.12.
Personal Campaign Pages
6.13.
Accounting Integration
6.14.
Payment processors
6.15.
Invoicing
6.16.
Sales tax and VAT
6.17.
Annual Contribution Statements
6.18.
Reports and analysis
7.
Pledges
7.1.
What is CiviPledge?
7.2.
What you need to know
7.3.
Set-up
7.4.
Everyday tasks
7.5.
Pledges Reports and Analysis
8.
Events
8.1.
What is CiviEvent?
8.2.
Event planning and management
8.3.
Creating an event
8.4.
Online event registration
8.5.
Integrating events with your website
8.6.
Manual event registration
8.7.
Keeping track of events and participants
8.8.
Complex event fees
8.9.
Event templates
8.10.
Reports
8.11.
Custom data for events
8.12.
Repeating Events
9.
Membership
9.1.
What is CiviMember
9.2.
Defining memberships
9.3.
Online membership sign up
9.4.
Manual entry of memberships
9.5.
Membership price sets
9.6.
Finding and viewing memberships
9.7.
Membership Reports
9.8.
Renewals
9.9.
Cancelling and expiring memberships
9.10.
Making member only websites
10.
Email
10.1.
What is CiviMail?
10.2.
What You Need To Know
10.3.
Set-up
10.4.
Maintaining Healthy Email Lists
10.5.
Everyday tasks
10.6.
Reports and analysis
10.7.
Scheduled reminders
10.8.
CiviMail A/B Testing
11.
SMS (text messaging)
11.1.
What is SMS?
11.2.
Set-up
11.3.
Everyday tasks
11.4.
Reports and Analysis (SMS)
12.
Reporting
12.1.
What is CiviReport?
12.2.
What You Need To Know
12.3.
Set-up
12.4.
Everyday Tasks
13.
Case management
13.1.
What is CiviCase?
13.2.
What You Need To Know
13.3.
Set-up
13.4.
Everyday Tasks
13.5.
Reports and analysis
14.
Campaign
14.1.
What is CiviCampaign?
14.2.
What You Need To Know
14.3.
Set-up
14.4.
EVERYDAY TASKS
14.5.
Reports and analysis
15.
Survey
15.1.
What is Survey?
15.2.
What You Need To Know
15.3.
Set-up
15.4.
Everyday Tasks
15.5.
REPORTS AND ANALYSIS
15.6.
What is GOTV (Voter Tracking)?
16.
Petition
16.1.
What is a Petition?
16.2.
What You Need To Know
16.3.
Set-up
16.4.
Everyday Tasks
16.5.
REPORTS AND ANALYSIS
17.
Civic Engagement
17.1.
What is CiviEngage?
17.2.
What You Need To Know
17.3.
Set-up
17.4.
Everyday Tasks
17.5.
REPORTS AND ANALYSIS
18.
Grants
18.1.
What is CiviGrant?
18.2.
What You Need To Know
18.3.
Set-up
18.4.
EVERY DAY TASKS
18.5.
REPORTS AND ANALYSIS
19.
Website integration
19.1.
Choosing your CMS
19.2.
Integrating with Drupal
19.3.
Integrating with WordPress
19.4.
Integrating with Joomla
20.
The CiviCRM Community
20.1.
The CiviCRM Community
20.2.
Bug Reporting
20.3.
Localising CiviCRM
20.4.
Contributing to this manual
21.
Appendices
21.1.
History of this book
21.2.
Free Software?
21.3.
Glossary
21.4.
CREDITS
Powered by
GitBook
A
A
Serif
Sans
White
Sepia
Night
Share on Twitter
Share on Google
Share on Facebook
Share on Weibo
Share on Instapaper
CiviCRM Benutzerhandbuch
Common workflows
Importing Data into CiviCRM
Exporting Your Contacts
Deduping and Merging
Tokens and mail merge
Postal mail communications
Automating tasks
What is CiviContribute?
What You Need To Know
Set-up
Everyday Tasks
Soft credits
Personal Campaign Pages
Accounting Integration
Payment processors
Invoicing
Sales tax and VAT
Annual Contribution Statements
Reports and analysis