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*Add all countrais and states/provinces. | *Add all countrais and states/provinces. | ||
==== Domain Information ==== | ===== Domain Information ===== | ||
Open Source Ecology | Open Source Ecology | ||
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United States | United States | ||
==== Site Preferences ==== | ===== Site Preferences ===== | ||
* Viewing Contacts and Contact Search: Uncheck ''Activities, Relationships, Cases, Grants'' and ''Pledges''. | * Viewing Contacts and Contact Search: Uncheck ''Activities, Relationships, Cases, Grants'' and ''Pledges''. | ||
* Contact Dashboard: Uncheck ''My Contacts/Organizations, Pledges'' | * Contact Dashboard: Uncheck ''My Contacts/Organizations, Pledges'' | ||
==== Mapping and Geocodding ==== | ===== Mapping and Geocodding ===== | ||
Add map provider and key. | Add map provider and key. | ||
==== From Email Address Options ==== | ===== From Email Address Options ===== | ||
"Open Source Ecology" <opensourceecology@gmail.com> | "Open Source Ecology" <opensourceecology@gmail.com> | ||
==== Payment Processor ==== | ===== Payment Processor ===== | ||
*Payment Processor Type: PayPal - Website Payments Standard | *Payment Processor Type: PayPal - Website Payments Standard | ||
*Name: Paypal test | *Name: Paypal test | ||
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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. | 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. | ||
===== Contacts -> New Tag ===== | |||
Name: Europe | |||
Description: Resources or events in Europe | |||
Used for: Contacts, Activities, Cases. | |||
Delete unused tags. | |||
===== Contacts -> New Group ===== | |||
Add mailing list groups: OSE Europe, team-culturing, etc. | |||
---- | |||
--- | |||
==== Contacts -> New Organization ==== | |||
Open Source Ecology | Open Source Ecology | ||
Revision as of 23:12, 15 August 2011
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.
Contacts -> New Tag
Name: Europe Description: Resources or events in Europe Used for: Contacts, Activities, Cases.
Delete unused tags.
Contacts -> New Group
Add mailing list groups: OSE Europe, team-culturing, etc.
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
Admin -> CiviMember -> Membership Types
Standard, Gold, Gold Extra, Platinum, and Angel.
Contribution Type: Member dues. Duration: 2 Year Period Type: rolling
Admin -> 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.) Title: Open Source Ecology True Fans Contribution Type: Memeber Dues Start Date: (Clear)