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== 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.
----
==== 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

Latest revision as of 07:57, 16 August 2011

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