Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Customising civicrm


Published on

The various methods to customise your CiviCRM installation to meet your needs and requirements.

From Melbourne CiviCRM, Oct 29th 2012

Published in: Technology
  • Finally found a service provider which actually supplies an essay with an engaging introduction leading to the main body of the exposition Here is the site ⇒⇒⇒ ⇐⇐⇐
    Are you sure you want to  Yes  No
    Your message goes here
  • If you are looking for trusted essay writing service I highly recommend ⇒⇒⇒ ⇐⇐⇐ The service I received was great. I got an A on my final paper which really helped my grade. Knowing that I can count on them in the future has really helped relieve the stress, anxiety and workload. I recommend everyone to give them a try. You'll be glad you did.
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

Customising civicrm

  1. 1. CUSTOMISINGCIVICRMMelbourne CiviCRM meetup, 29th OctoberChris Ward@chrischinch
  2. 2. Almost too customisable!• Default options• Custom Data• Profiles• CSS / Javascript• Template Overrides• PHP Overrides• CMS modules• Extensions
  3. 3. Default options • Customise default: • Tags • Activity Types • Suffixes/Prefixes • Locations • And many more…
  4. 4. Custom DataCustom field sets forcollecting specificinformation in specificsituations.
  5. 5. Custom Data• Create a set• Assign it to component• Set other options
  6. 6. Custom Data• Add fields• Wide variety of data types and display styles• Hard to change, so plan!
  7. 7. Custom Data• Shows on: • forms • front end • searches (searchable) • Reports• Watch your ACL
  8. 8. Custom Data demo…
  9. 9. Profiles Methods of collecting data from users in a variety of places
  10. 10. Profiles • A variety of options depending where and how you want to collect data
  11. 11. Profiles • Add fields from most sources • Configure settings
  12. 12. Profiles • Use as a form link or HTML snippet
  13. 13. Profiles demo…
  14. 14. CSS/JavaScript• Use CMS theme• Custom folder beyond this• JavaScript… It depends
  15. 15. Template Overrides • Override most aspects of look and feel • Separate from CMS theme • Override folder location must be set • Smarty
  16. 16. Template Overrides • Find relevant file from URL path • A little hit and miss • Mentioned somewhere in page code • Duplicate exact structure from templates folder • Go crazy!
  17. 17. Template Overrides • ‘Extra’ files • Especially JavaScript • Same process • ‘template_to_append_to. extra.tpl’
  18. 18. Template Overrides demo…
  19. 19. PHP OverridesPretty much the sameas Templates but logicBe careful…
  20. 20. CMS modules • If you need your CMS to react to CiviCRM actions or work better with it • Many existing • Webform integration a standout • Best support in Drupal
  21. 21. CMS Modules • Utilises ‘Hooks’ triggered during CiviCRM program flow • Write code to be processed when those hooks are triggered • Drupal module • Joomla! plugin • Wordpress custom php
  22. 22. CMS Modules demo…
  23. 23. Extensions• New CMS agnostic ‘modules’• Downloadable tool to get you started• Extension can show to all CiviCRM (4.2) users
  24. 24. Extensions Demo…