OSE Microfunding Proposal/Implementation/CiviCRM - Revision history

Azuledu: /* Payment Processor */

2011-08-22T21:02:55Z

Payment Processor

← Older revision		Revision as of 21:02, 22 August 2011
Line 33:		Line 33:

	===== Payment Processor =====		===== Payment Processor =====
			Ref: http://wiki.civicrm.org/confluence/display/CRMDOC40/PayPal+Website+Payments+Standard+and+Recurring+Contributions
	*Payment Processor Type: PayPal - Website Payments Standard		*Payment Processor Type: PayPal - Website Payments Standard
	*Name: Paypal test		*Name: Paypal test

Azuledu: /* Reports */

2011-08-16T08:08:39Z

Reports

← Older revision		Revision as of 08:08, 16 August 2011
Line 137:		Line 137:
	''Reports -> Create Reports from Templates -> Membership Report (Summary)''		''Reports -> Create Reports from Templates -> Membership Report (Summary)''

			*Change Title and Description.
	*Available for Dashboard?: (Check)		*Available for Dashboard?: (Check)

Azuledu at 08:07, 16 August 2011

2011-08-16T08:07:45Z

← Older revision		Revision as of 08:07, 16 August 2011
Line 1:		Line 1:
	== General CiviCRM Configuration ==		= General CiviCRM Configuration =


	==== Administer -> Configure -> Configuration Checklist ~~====~~		== Configuration Checklist ==
			''Administer -> Configure -> Configuration Checklist''

	===== Localization =====		===== Localization =====
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	----		== Synchronize Users to Contacts ==
			''Administer -> Manage -> Synchronize Users to Contacts''

	~~==== Administer -> Manage -> Synchronize Users to Contacts ====~~
	Yes		Yes

	==== Contacts -> New Organization ~~====~~		== New Organization ==
			''Contacts -> New Organization''

	Open Source Ecology		Open Source Ecology
Line 65:		Line 67:
	United States		United States

	==== Administer -> CiviMember -> Membership Types ~~====~~		== Membership Types ==
			''Administer -> CiviMember -> Membership Types''

	Standard, Gold, Gold Extra, Platinum, and Angel.		Standard, Gold, Gold Extra, Platinum, and Angel.
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	*Period Type: rolling		*Period Type: rolling

	==~~== Administer -> CiviContribute -> New contribution page ==~~==		== Contribution pages ==

	(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)		(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)

	===~~== TRUE FANS ==~~===		=== True Fans ===
			''Administer -> CiviContribute -> New contribution page''

	'''Title and Settings'''		'''Title and Settings'''
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	===~~== DONATE ==~~===		=== Donate ===
			''Administer -> CiviContribute -> New contribution page''

	'''Title and Settings'''		'''Title and Settings'''
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	'''Tell a Friend'''		'''Tell a Friend'''
	*Info Page Link: http://opensourceecology.org		*Info Page Link: http://opensourceecology.org

			=== Reports ===

			''Reports -> Create Reports from Templates -> Membership Report (Summary)''

			*Available for Dashboard?: (Check)

Azuledu: Created page with "== General CiviCRM Configuration == ==== Administer -> Configure -> Configuration Checklist ==== ===== Localization ===== Inherit CMS Language Add all countrais and states/..."

2011-08-16T07:56:10Z

Created page with "== General CiviCRM Configuration == ==== Administer -> Configure -> Configuration Checklist ==== ===== Localization ===== *Inherit CMS Language *Add all countrais and states/..."

New page

== General CiviCRM Configuration ==

==== Administer -> Configure -> Configuration Checklist ====

===== Localization =====

*Inherit CMS Language
*Add all countrais and states/provinces.

===== Domain Information =====

Open Source Ecology
opensourceecology@gmail.com
http://opensourceecology.org

Home Address
c/o 9 Galloway Court
West Orange, NJ 07052
United States

===== Site Preferences =====
* Viewing Contacts and Contact Search: Uncheck ''Activities, Relationships, Cases, Grants'' and ''Pledges''.
* Contact Dashboard: Uncheck ''My Contacts/Organizations, Pledges''

===== Mapping and Geocodding =====

Add map provider and key.

===== From Email Address Options =====
"Open Source Ecology" <opensourceecology@gmail.com>

===== Payment Processor =====
*Payment Processor Type: PayPal - Website Payments Standard
*Name: Paypal test

To test, it's better use https://www.sandbox.paypal.com/ in ''Processor Details for '''Live''' Payments'' and a test PayPal account. Test accounts can be created in https://developer.paypal.com This place is different from your PayPal account, so it's necessary to sign up. It's possible to create test bussiness accounts to receive money, and test buyer accounts to pay.

===== Tags =====

Name: Europe
Description: Resources or events in Europe
Used for: Contacts, Activities, Cases.

Delete unused tags.

===== Groups =====
Add ''mailing list groups'': OSE Europe, team-culturing, etc.

----

==== Administer -> Manage -> Synchronize Users to Contacts ====
Yes

==== Contacts -> New Organization ====

Open Source Ecology
opensourceecology@gmail.com
http://opensourceecology.org

Home Address
c/o 9 Galloway Court
West Orange, NJ 07052
United States

==== Administer -> CiviMember -> Membership Types ====

Standard, Gold, Gold Extra, Platinum, and Angel.

*Name:Standard
*Description: Standard True Fan with 10$/month during 2 years.
*Membership Organization: Open Source Ecology
*Contribution Type: Member dues.
*Duration: 2 Year
*Period Type: rolling

==== Administer -> CiviContribute -> New contribution page ====

(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)

===== TRUE FANS =====

'''Title and Settings'''
*Title: Open Source Ecology True Fans
*Contribution Type: Memeber Dues
*Start Date: (Clear)

'''Amounts'''
*Payment Processor: PayPal Test
*Contribution Amounts section enabled: (Uncheck)

'''Membership settings'''
*Membership Section Enabled?: (check)
*Membership Types: (check all)
* Require Membership Signup: (check)

'''Thank-you and Receipting'''
*Receipt From Name: Open Source Ecology
*Receipt From Email: opensourceecology@gmail.com

'''Tell a Friend'''
*Info Page Link: http://opensourceecology.org

'''Personal Campaign Pages'''
*Supporter profile: Supporter profile
*'Create Personal Campaign Page' link text: (clear)

===== DONATE =====

'''Title and Settings'''
*Title: Open Source Ecology Donate
*Contribution Type: Donation
*Start Date: (Clear)

'''Amounts'''
*Payment Processor: PayPal Test
*Contribution Amounts section enabled: (check)
*Recurring contributions: (check)
*Allow other amounts: (check)

'''Thank-you and Receipting'''
*Receipt From Name: Open Source Ecology
*Receipt From Email: opensourceecology@gmail.com

'''Tell a Friend'''
*Info Page Link: http://opensourceecology.org

OSE Microfunding Proposal/Implementation/CiviCRM - Revision history

Azuledu: /* Payment Processor */

Azuledu: /* Reports */

Azuledu at 08:07, 16 August 2011

Azuledu: Created page with "== General CiviCRM Configuration == ==== Administer -> Configure -> Configuration Checklist ==== ===== Localization ===== *Inherit CMS Language *Add all countrais and states/..."

Azuledu: Created page with "== General CiviCRM Configuration == ==== Administer -> Configure -> Configuration Checklist ==== ===== Localization ===== Inherit CMS Language Add all countrais and states/..."