PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.
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Transcript of PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.
![Page 1: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.](https://reader035.fdocuments.net/reader035/viewer/2022081603/56649eab5503460f94bb18bb/html5/thumbnails/1.jpg)
PRESENTATION TITLE
September 19, 2012
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POST CODE LOOKUP
For Contacts and Events
![Page 3: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.](https://reader035.fdocuments.net/reader035/viewer/2022081603/56649eab5503460f94bb18bb/html5/thumbnails/3.jpg)
POST CODE LOOKUP
Adding/editing contacts Adding/editing events Using TABCAT – Free postcode software
Limitations UK specific
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POST CODE LOOKUP
Enter post code and house number (optional)
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POST CODE LOOKUP
Results from TABCAT
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POST CODE LOOKUP
Select address to populate CiviCRM address fields
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QUICK SEARCH EXTENDED
For Contacts
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QUICK SEARCH EXTENDED
Fine grained quick search to search for Internal id External id First name & Last name Email Phone Post code Job title
Options for Exact or Similar (wildcard) search
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QUICK SEARCH EXTENDED
![Page 10: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.](https://reader035.fdocuments.net/reader035/viewer/2022081603/56649eab5503460f94bb18bb/html5/thumbnails/10.jpg)
QUICK SEARCH EXTENDED
![Page 11: PRESENTATION TITLE September 19, 2012. POST CODE LOOKUP For Contacts and Events.](https://reader035.fdocuments.net/reader035/viewer/2022081603/56649eab5503460f94bb18bb/html5/thumbnails/11.jpg)
QUICK SEARCH EXTENDED
Settings page
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BANK ACCOUNT VALIDATION
For Custom data (Direct Debit)
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BANK ACCOUNT VALIDATION Setting up a new direct debit mandate Using BACS-Active IP API
Limitations UK specific
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BANK ACCOUNT VALIDATION Enter Account number and sort code
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BANK ACCOUNT VALIDATION Validation success
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BANK ACCOUNT VALIDATION Validation failed
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WORDPRESS/CIVICRM PERMISSION
CiviCRM Back End
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WORDPRESS/CIVICRM PERMISSION
Permissions for CiviCRM Backend roles/users
Wordpress Administrator (role) can access Permissions setting page/form
Limitations Under development/needs improvement Doesn’t account for anonymous
role(equivalent in Wordpress?)
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WORDPRESS/CIVICRM PERMISSION
Permissions settings page/form
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WORDPRESS/CIVICRM PERMISSION
Example: Set permissions for Event Manager
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WORDPRESS/CIVICRM PERMISSION
Event Manager: Logged In
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WORDPRESS/CIVIMEMBER ROLE SYNC
CiviCRM Back End
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WORDPRESS/CIVIMEMBER ROLE SYNC
Synchronize CiviCRM Contacts with Membership Status to a specified Wordpress Role automatically, when the user login/logout.
Limitations Under early development CiviMember Status Rules to used for
"Current" and "Expired" status. Need to do manual sync
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WORDPRESS/CIVIMEMBER ROLE SYNC
List association rule(s)
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WORDPRESS/CIVIMEMBER ROLE SYNC
Add association rule
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WORDPRESS/CIVIMEMBER ROLE SYNC
Edit association rule