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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.
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.) Title: Open Source Ecology True Fans Contribution Type: Memeber Dues Start Date: (Clear)