CiviCRM Cookbook -- Table of Contents -- CiviCRM Cookbook -- Credits -- Foreword -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Setting Up CiviCRM -- Introduction -- Setting up a CiviCRM theme in Drupal -- How to do it… -- How it works… -- There's more… -- See also -- Setting up cron using cPanel -- How to do it… -- How it works… -- Adding items to the CiviCRM navigation menu -- How to do it… -- How it works… -- See also -- Refreshing the dashboard -- How to do it… -- Changing display preferences -- How to do it… -- See also -- Replacing words -- How to do it… -- Setting up geocoding -- How to do it… -- How it works… -- There's more… -- See also -- Autofiling e-mails -- How to do it… -- How it works… -- See also -- Creating new activities -- How to do it… -- How it works… -- See also -- Adding custom fields -- Getting ready… -- How to do it… -- There's more… -- See also -- Using Scheduled Reminders for activities -- Getting ready -- How to do it… -- How it works… -- There's more… -- See also -- Using CiviCase to create an HR system -- How to do it… -- How it works… -- There's more… -- See also -- Installing languages and localizing CiviCRM -- How to do it… -- See also -- 2. Organizing Data Efficiently -- Introduction -- Adding contact types -- How to do it… -- How it works… -- There's more… -- See also -- Adding a time-limited relationship -- How to do it… -- How it works… -- There's more… -- See also -- Using tag sets to quickly organize data -- How to do it… -- See also -- Using tags and groups to segment data -- How to do it….

Changing option lists -- How to do it… -- Creating and updating a smart group -- How to do it… -- How it works… -- See also -- Using Google Refine to prepare data -- How to do it… -- How it works… -- See more -- Importing into CiviCRM using an import script -- Getting ready -- How to do it… -- How it works… -- There's more… -- See more -- Using external identifier deduping rules to update contacts -- How to do it… -- See also -- Using Google Refine to create a unique ID -- How to do it… -- How it works… -- Importing relationship data -- How to do it… -- How it works… -- There's more… -- See also -- Exporting related data -- How to do it… -- How it works… -- See also -- Batch updating using profiles -- How to do it… -- How it works… -- There's more… -- See also -- 3. Using the Power of Profiles -- Introduction -- Speeding up data entry -- How to do it… -- See also -- Using URLs to change profile displays -- How to do it… -- Creating a membership directory -- How to do it… -- There's more… -- See also -- Controlling the search result columns using profiles -- How to do it… -- How it works… -- Using the Profile Pages and Listings setting to improve usability -- How to do it… -- How it works… -- Setting up reCAPTCHA for user profiles -- How to do it… -- See also -- 4. Controlling Permissions -- Introduction -- Integrating profiles into Drupal user accounts -- How to do it… -- How it works -- See also -- Restricting access to custom fields -- How to do it… -- How it works -- See also -- Using CRM profile permissions correctly -- How to do it… -- See also -- Creating permissions for administrators -- How to do it… -- How it works… -- There's more… -- Managing event registrations using CiviCRM Access Control Lists -- How to do it… -- How it works -- 5. Managing Communications -- Introduction -- Setting up a bounced e-mail account using Gmail.

Getting ready… -- How to do it… -- How it works… -- See also -- Creating mail templates for CiviMail -- How to do it… -- Creating mail templates for CiviMail in Drupal -- How to do it… -- How it works… -- There's more… -- Using tokens in templates -- How to do it… -- There's more… -- Creating custom date tokens -- Getting ready… -- How to do it… -- How it works… -- See also -- Scheduling CiviMail -- How to do it… -- See also -- Throttling mailings to comply with hosting restrictions -- How to do it… -- Creating newsletter subscription services using profiles -- How to do it… -- How it works… -- There's more… -- Creating newsletter subscriptions using URLs -- How to do it… -- How it works… -- Creating a standalone newsletter subscription form -- How to do it… -- How it works… -- See also -- Getting a CiviMail report -- How to do it… -- How it works… -- Mailing attachments in e-mails and CiviMail -- How to do it… -- Allowing users to update information without logging in -- How to do it… -- How it works… -- There's more… -- See also -- 6. Searching and Reporting -- Introduction -- Creating a membership mailing list using Advanced Search -- How to do it… -- How it works… -- There's more… -- See also -- Using Search Builder to create a smart group -- How to do it… -- There's more… -- See also -- Adding the external identifier to full-text searching -- How to do it… -- Adding custom fields to a report -- Getting ready -- How to do it… -- How it works… -- See also -- Adding an extra display field to a report template -- How to do it… -- There's more… -- See also -- Creating a dynamic relationship report using Drupal Views -- How to do it… -- How it works… -- 7. Integrating CiviCRM with Drupal -- Introduction -- Enabling Drupal Views -- How to do it… -- How it works… -- See also -- Creating user accounts from contacts in CiviCRM -- How to do it….

How it works… -- See also -- Mapping contact data -- How to do it… -- There's more… -- Using Webform CiviCRM to update relationship data -- How to do it… -- How it works… -- See also -- Creating user accounts on the fly with CiviCRM entities -- How to do it… -- How it works… -- Combining CiviCRM contacts with Drupal content using CiviCRM entities -- How to do it… -- How it works… -- There's more… -- 8. Managing Events Effectively -- Introduction -- Using jQuery to control form elements -- Getting ready -- How to do it… -- How it works… -- See also -- Using jQuery to show and hide form elements by user choices -- How to do it… -- How it works… -- There's more… -- See also -- Using CiviDiscount with CiviEvents -- How to do it… -- How it works… -- There's more… -- See also -- Collecting data for a paid event registration with Webform CiviCRM -- How to do it… -- How it works… -- Using a shopping cart and Drupal views for event registration -- How to do it… -- How it works… -- 9. Using Campaigns, Surveys, and Petitions Effectively -- Introduction -- Using activities for campaign planning -- How to do it… -- How it works… -- There's more… -- See also -- Designing campaign dashboards in Drupal Views -- How to do it… -- How it works… -- There's more… -- Using surveys effectively -- How to do it… -- How it works… -- See also -- Recording survey results -- How to do it… -- How it works… -- Using get out the vote effectively -- How to do it… -- How it works… -- Using petitions effectively -- How to do it… -- See also -- 10. Working with CiviMember -- Introduction -- Creating a membership directory using Drupal Views -- How to do it… -- How it works… -- See also -- Updating memberships by bulk data entry -- How to do it… -- How it works… -- Effective membership communications using reminders -- How to do it… -- See also.

Using price sets for complex memberships -- How to do it… -- How it works… -- Using CiviCase for membership induction -- How to do it… -- How it works… -- See also -- 11. Developing for CiviCRM -- Introduction -- Setting up a local development environment -- How to do it… -- Finding developer resources -- How to do it… -- Exploring Drupal hooks -- How to do it… -- How it works… -- Exploring the CiviCRM API -- How to do it… -- How it works… -- There's more… -- See also -- Developing a CiviCRM Drupal module -- How to do it… -- How it works… -- See also -- Exploring CiviCRM extension development using Civix -- How to do it… -- How it works… -- See also -- Index.