CiviCRM is an open source Constituent Relationship Management (CRM) solution. CiviCRM is web-based, open source, internationalized, and designed specifically to meet the needs of advocacy, non-profit and non-governmental groups and works well with Drupal sites.
This documentation was written to explain how to configure CiviCRM as part of a Community Media installation and modules included to improve the integration between Drupal and CiviCRM. Many of these CiviCRM related modules were developed specifically for Community Media, but can by used in any Drupal/CiviCRM configuration.
Configuring CiviCRM
Click on each item in the Configuration Checklist example.com/civicrm/admin/configtask&reset=1 and add your details on each page. Sometimes you only need to review the existing information, but make sure to change:
- Site Preferences - Select TinyMCE as your WYSIWYG Editor
- Miscellaneous - Configure reCAPTCHA . Sign in to your Google account, or create a new one and then go to
https://www.google.com/recaptcha/admin/create. Enter your domain name in the text box, select "Enable this key on all domains (global key)" and click Create Key. On the next page you will get your Private and Public keys, copy and paste them into the appropriate fields on the Miscellaneous page.
- Outbound Email - Click Save and Send Test Email, to check settings.
Specify CiviGroup Roles Sync - example.com/admin/config/civicrm/civicrm_group_roles/add_rule
Configure cron jobs - example.com/civicrm/admin/job?reset=1
THIS SECTION IN PROGRESS
Set CiviCRM Permissions
- Navigate to Administer > People > Permissions
- In the CiviCRM block THIS SECTION IN PROGRESS
- Scroll to the bottom of the page and click Save permissions
Further Support
CiviCRM Community Forums - register and post your issue
CiviCRM Wiki - search help
