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CiviCRM Getting Started User Guide

CiviCRM is a powerful and comprehensive and to help get you up and running quickly, we've created the CiviCRM Getting Started User Guide. The guide includes working with contacts, households and organizations, creating contribution pages, sending mailings, setting up an event and creating memberships.

  • Conventions Used in this Guide
  • What is CiviCRM?
  • Understanding CiviCRM Basics
  • Login Into Your Drupal Account and Accessing CiviCRM
  • Extending the CiviCRM Database - Creating Custom Data Fields
  • Extending CiviCRM - CiviCRM Profiles: Collecting Constituent Information
  • Importing Existing Data: Contacts, Contributions, Events Participants and Activities
  • Working with Contacts
  • Working with Relationships
  • Working with Activities
  • Fund-raising & CiviContribute
  • Managing Events Using CiviEvent
  • Working with the GingerFeet Event Calendars (Via CiviCRM & Drupal Views)
  • Using Price Sets for Complex Pricing Structures
  • Access Control Lists - Giving Your Users Access to CiviCRM
  • Configuring a Payment Processor - Taking Donations Online
  • Mass Mailings & CiviMail
  • CiviCRM Groups & Tags
  • How to Create & Use Mailing Label Formats
  • How to Format a PDF Letter Using PDF Page Formatting
  • CiviCRM Reporting
  • Tracking Volunteer Hours
  • CiviCRM Dashboards
Conventions Used in this Guide ›
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