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Comprehensive Guide to Post Code Lookup, Contact Management, and CiviCRM Integration

This presentation covers the essential features of Post Code Lookup, including adding and editing contacts and events. It delves into the use of TABCAT for UK-specific postcode lookups, allowing users to enter postcodes and house numbers for precise address population in CiviCRM. Additionally, it explores advanced contact search options, bank account validation processes, and permissions management within CiviCRM in a WordPress environment. Learn how to synchronize CiviCRM contacts with WordPress membership statuses and set permissions for various roles effectively.

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Comprehensive Guide to Post Code Lookup, Contact Management, and CiviCRM Integration

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Presentation Transcript

  1. Presentation title September 19, 2012

  2. Post code Lookup For Contacts and Events

  3. POST CODE LOOKUP • Adding/editing contacts • Adding/editing events • Using TABCAT – Free postcode software Limitations • UK specific

  4. POST CODE LOOKUP • Enter post code and house number (optional)

  5. POST CODE LOOKUP • Results from TABCAT

  6. POST CODE LOOKUP • Select address to populate CiviCRM address fields

  7. quick search extended For Contacts

  8. QUICK SEARCH EXTENDED • Fine grained quick search to search for • Internal id • External id • First name & Last name • Email • Phone • Post code • Job title • Options for Exact or Similar (wildcard) search

  9. QUICK SEARCH EXTENDED

  10. QUICK SEARCH EXTENDED

  11. QUICK SEARCH EXTENDED • Settings page

  12. BANK ACCOUNT VALIDATION For Custom data (Direct Debit)

  13. BANK ACCOUNT VALIDATION • Setting up a new direct debit mandate • Using BACS-Active IP API Limitations • UK specific

  14. BANK ACCOUNT VALIDATION • Enter Account number and sort code

  15. BANK ACCOUNT VALIDATION • Validation success

  16. BANK ACCOUNT VALIDATION • Validation failed

  17. Wordpress/CiviCRM Permission CiviCRM Back End

  18. WORDPRESS/CIVICRM PERMISSION • Permissions for CiviCRM Backend roles/users • Wordpress Administrator (role) can access Permissions setting page/form Limitations • Under development/needs improvement • Doesn’t account for anonymous role(equivalent in Wordpress?)

  19. WORDPRESS/CIVICRM PERMISSION • Permissions settings page/form

  20. WORDPRESS/CIVICRM PERMISSION • Example: Set permissions for Event Manager

  21. WORDPRESS/CIVICRM PERMISSION • Event Manager: Logged In

  22. Wordpress/civimember role sync CiviCRM Back End

  23. WORDPRESS/CIVIMEMBER ROLE SYNC • Synchronize CiviCRM Contacts with Membership Status to a specified Wordpress Role automatically, when the user login/logout. Limitations • Under early development • CiviMember Status Rules to used for "Current" and "Expired" status. • Need to do manual sync

  24. WORDPRESS/CIVIMEMBER ROLE SYNC • List association rule(s)

  25. WORDPRESS/CIVIMEMBER ROLE SYNC • Add association rule

  26. WORDPRESS/CIVIMEMBER ROLE SYNC • Edit association rule

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