PRESENTATION TITLE September 19, 2012

POST CODE LOOKUP For Contacts and Events

POST CODE LOOKUP  Adding/editing contacts  Adding/editing events  Using TABCAT – Free postcode software Limitations  UK specific

POST CODE LOOKUP  Enter post code and house number (optional)

POST CODE LOOKUP  Results from TABCAT

POST CODE LOOKUP  Select address to populate CiviCRM address fields

QUICK SEARCH EXTENDED For Contacts

QUICK SEARCH EXTENDED  Fine grained quick search to search for  Internal id  External id  First name & Last name   Phone  Post code  Job title  Options for Exact or Similar (wildcard) search

QUICK SEARCH EXTENDED

 Settings page

BANK ACCOUNT VALIDATION For Custom data (Direct Debit)

BANK ACCOUNT VALIDATION  Setting up a new direct debit mandate  Using BACS-Active IP API Limitations  UK specific

BANK ACCOUNT VALIDATION  Enter Account number and sort code

BANK ACCOUNT VALIDATION  Validation success

BANK ACCOUNT VALIDATION  Validation failed

WORDPRESS/CIVICRM PERMISSION CiviCRM Back End

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?)

WORDPRESS/CIVICRM PERMISSION  Permissions settings page/form

WORDPRESS/CIVICRM PERMISSION  Example: Set permissions for Event Manager

WORDPRESS/CIVICRM PERMISSION  Event Manager: Logged In

WORDPRESS/CIVIMEMBER ROLE SYNC CiviCRM Back End

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

WORDPRESS/CIVIMEMBER ROLE SYNC  List association rule(s)

WORDPRESS/CIVIMEMBER ROLE SYNC  Add association rule

WORDPRESS/CIVIMEMBER ROLE SYNC  Edit association rule