civicrm

VBO actions for CiviCRM custom fields

Keying off of the work we did previously with EGA, we saw an opportunity to improve on grants management in CiviCRM by using VBO to flag grants.

Road less travelled during a code sprint

Code sprints are a great way to work on pet projects, new features, crusty bug fixes or glorious UI improvements. Often times, a code sprint will have a goal and anyone that wants to attend the sprint should try to work towards that goal.

Wasatch Community Gardens

After many, many months of design comps, workflow and IA meetings, and development, we're extremely proud of the new Wasatch Community Gardens site.

Environmental Grantmakers Association

We're pleased to announce completion of a feature-rich Drupal/CiviCRM project for EGA. This project provides a platform for EGA and their members to communicate more effectively, share information and further solidify their vision of fostering a high-impact network of environmental funders.

From Raiser’s Edge to CiviCRM: A Case Study

This case study was written by Eliet Henderson, the Development Director at San Francisco Baykeeper, a small nonprofit organization dedicated to protecting San Francisco Bay from pollution. Baykeeper has an annual budget of $750,000 and eight staff members, two of which handle outreach, communications and fundraising.

Embedding CiviCRM profiles in user profile pages

If you're running a Drupal/CiviCRM site where members have Drupal user accounts, you may find yourself in a situation where you want to expose CiviCRM data on a Drupal user page. We like to use this technique when we've pushed all of the member information into the CiviCRM contact, so the only thing specific about the member on the Drupal side is their username and role.

Grant tracking with CiviCRM and custom fields

As part of an ongoing project with Environmental Grantmakers Assocation (EGA), which involves moving them off of a series of disparate databases to Drupal/CiviCRM, we developed a solution that allows them to track grants from a 3rd party perspective.

Help bring discounts to CiviCRM

We're excited to see even more adoption of the discount module we've been developing. The CiviCRM core team has proposed a Make-it-Happen to bring event and membership discounts to CiviCRM 4.1. If the goal is reached, discounts will be an integral part of CiviCRM and not just a Drupal module.

CiviCRM membership renewal bug

One of our clients reported a problem of stalled contribution pages after clicking submit. The page would simply timeout and give back a not-so-friendly HTTP 500 error. After a bit of debugging and banging heads against the wall, we asked dlobo for a bit of help on IRC. 20 minutes later, he traced the bug back to CRM/Member/BAO/Membership.php and generated a patch against 3.4.

Discounts and Ubercart

The CiviCRM discount module we've been working on over the last couple of months has reached a new milestone. We've added the ability for discount codes to be purchased via Ubercart.

Adding role permissions to CiviCRM profiles

Profiles can be used to collect and expose data from CiviCRM. One common scenario is to display a membership directory. Recently, one of our clients wanted to use several different profiles to present different aspects of their membership directory based on groups, tags and a few custom fields.

Improved usability with CiviCRM contribution forms

We've been working with one of our clients to rebuild the way they capture membership information, both new and renewing. One of the requirements is to allow potential members to signup for access to forums, comments, subscriptions, etc. The goal is to provide the user with a smooth, logical process to create an account and if they choose, to become a member.

Module nears stable release

As we implement a few remaining tweaks and features in anticipation of a "1.0" stable release to the CiviEvent Discount module, we reflect on the last ~6 weeks.

Improved CiviMember Roles Synchronization

In the process of improving Drupal/CiviCRM performance for a client, we discovered that CiviMember Roles Sync was killing the database every 15 minutes. Digging into the LAMP stack and analyzing the workflow for the organization, we learned they set the sync to Drupal cron out of necessity.

New module and CiviCRM import write-up

We're working on a module to generate discount codes for events in CiviCRM. It's still in early development but it should be useful enough to play around with. We recommend waiting for a stable release before deploying it into a production environment for real events. A recent feature we added was the ability to set monetary or percentage based discounts.

San Francisco Baykeeper

We recently had the honor of working with the wonderful, 20+ year old, pollution watchdog San Francisco Baykeeper. This was a unique project for a couple of reasons:

  • It was the first time an organization came to us convinced Drupal and CiviCRM was the right choice.
  • It was the first time we've moved a client from Blackbaud Raiser's Edge to CiviCRM.

Empty smart groups in CiviReport

We recently came across an odd problem with CiviReport. Every once in a while (hint, hint) CiviReport would display 0 results even though the smart group it was referencing did in fact have contacts.

American Physician Scientists Association

American Physician Scientists Association (APSA) asked us to help them with performance problems on their Drupal/CiviCRM installation. While at first glance, their site was responsive and seemed to perform well, they wanted to improve page load times for authenticated users and views generated pages.

Ubercart/CiviCRM module updated

With the help of a new co-maintainer (thanks AJA), we've consolidated all the patches for uc_civicrm and moved them to Drupal. This allows us to better maintain version releases, issues, documentation, etc.

Wasatch Community Gardens

Wasatch Community Gardens (WCG) provides opportunities for individuals to grow their own food in urban gardens. They host workshops on a variety of topics and have three core programs: Community Gardening, Youth Gardening and Community Education. WCG, as 21-year-old organization has also won numerous awards.

Association for Contextual Behavioral Science

Association for Contextual Behavioral Science (ACBS) reached out to Dharmatech because their system was on life-support and they wanted an upgrade.

Gait and Clinical Movement Analysis Society

The Gait and Clinical Movement Analysis Society (GCMAS) approached us because their Drupal/CiviCRM installation needed help. Specifically, GCMAS was on an old version and they wanted to take advantage of our monthly support services which provides them with backups, upgrades and performance monitoring.

St Ethelburga's Centre

We were contracted to upgrade St. Ethelburga's Centre for Reconciliation and Peace (STE) to a new version of Drupal/CiviCRM and provide hosting/support services for them on Linode. Since we had never heard of STE, we did a bit of research on their history as well as the rebuilding of the church and we were impressed by their mission to "offer a new safe space for a new type of conversation, in which people can have an opportunity to build relationships with people unlike, or even opposed to themselves."

American Wildlands

American Wildlands (AW) is based out of Bozeman, Montana and uses science, advocacy and community involvement to help establish corridors for habitat in the Rockies.

Southwest Environmental Center

The Southwest Environmental Center (SWEC) does amazing programmatic work in three distinct areas: Desert Waters, Desert Lands and Wildlife, and Education. In collaboration with Wilburforce Foundation we worked with SWEC to improve their outreach by improving their tech... something we've become very good at and have developed a reputation.

National People's Action

We developed a complete redesign and rebuild for NPA's bank accountability campaign, Save the American Dream. With Design Action Collective providing the visual design, we did what we do best:

uc_civicrm Updated to support CiviCRM 3.0.2 and Ubercart 6.x-2.2

The uc_civicrm module that integrates Ubercart with CiviCRM has been updated to support CiviCRM 3.0.2 and Ubercart 6.x-2.2.  You can download it here.

Canvassing and Phonebanking with CiviCRM

Introduction: The Need

Progressive Technology Project (PTP) supports grassroots community organizing groups nationwide that engage in social, economic and environmental justice efforts to empower low-income people and communities of color. These groups conduct phone banking and field canvassing as an integral part of their base-building and voter engagement strategies to engage existing and new constituents. PTP hired Dharmatech to help them build PowerBase: a customized CiviCRM for use by community organizing groups.

Migrating Data From FileMaker To CiviCRM

FileMaker is a popular "personal database" package that runs on the Windows or Mac desktop.  Many organizations keep their data in a FileMaker database.  Because of the limitations of this method of maintaining a database, some organizations wish to migrate their database to CiviCRM.  This article describes the obstacles in doing that and how to overcome them.

Empty fields and CiviCRM profiles

We recently had a client that needed to allow anonymous users to update CiviCRM data. No problem right? Right! As long as those anonymous users aren't updating optional fields. This post is here for historical reasons. If you're using a fairly recent version of CiviCRM (3.x), you don't need this module.