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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).

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  1. Presentation title September 19, 2012

  2. Post code Lookup For Contacts and Events

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

  4. POST CODE LOOKUP • Enter post code and house number (optional)

  5. POST CODE LOOKUP • Results from TABCAT

  6. POST CODE LOOKUP • Select address to populate CiviCRM address fields

  7. quick search extended For Contacts

  8. 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

  9. QUICK SEARCH EXTENDED

  10. QUICK SEARCH EXTENDED

  11. QUICK SEARCH EXTENDED • Settings page

  12. BANK ACCOUNT VALIDATION For Custom data (Direct Debit)

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

  14. BANK ACCOUNT VALIDATION • Enter Account number and sort code

  15. BANK ACCOUNT VALIDATION • Validation success

  16. BANK ACCOUNT VALIDATION • Validation failed

  17. Wordpress/CiviCRM Permission CiviCRM Back End

  18. 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?)

  19. WORDPRESS/CIVICRM PERMISSION • Permissions settings page/form

  20. WORDPRESS/CIVICRM PERMISSION • Example: Set permissions for Event Manager

  21. WORDPRESS/CIVICRM PERMISSION • Event Manager: Logged In

  22. Wordpress/civimember role sync CiviCRM Back End

  23. 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

  24. WORDPRESS/CIVIMEMBER ROLE SYNC • List association rule(s)

  25. WORDPRESS/CIVIMEMBER ROLE SYNC • Add association rule

  26. WORDPRESS/CIVIMEMBER ROLE SYNC • Edit association rule

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