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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.
===== 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)

Latest revision as of 07:57, 16 August 2011

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