{ts 1=$adminMenu}Use this checklist to review and complete configuration tasks for your site. You will be redirected back to this checklist after saving each setting. Settings which you have not yet reviewed will be
displayed in red. After you have visited a page, the links will
display in green (although you may still need to revisit the page to complete or update the settings). You can access this page again from the
Administer CiviCRM menu at any time.{/ts}
| {ts}Site Configuration and Registration{/ts} |
| {ts}Localization{/ts} |
{ts}Localization settings include user language, default currency and available countries for address input.{/ts} |
| {ts}Organization Address and Contact Info{/ts} |
{ts}Organization name, email address for system-generated emails, organization address{/ts} |
| {ts}Enable components{/ts} |
{ts}Enable the required CiviCRM components.(CiviContribute, CiviEvent etc.){/ts} |
| {ts}Register your site{/ts} |
{ts}Register your site, join the community, and help CiviCRM remain a leading CRM for organizations worldwide.{/ts} |
| {ts}Viewing and Editing Contacts{/ts} |
| {ts}Display Preferences{/ts} |
{ts}Configure screen and form elements for Viewing Contacts, Editing Contacts, Advanced Search, Contact Dashboard and WYSIWYG Editor.{/ts} |
| {ts}Address Settings{/ts} |
{ts}Format addresses in mailing labels, input forms and screen display.{/ts} |
| {ts}Mapping and Geocoding{/ts} |
{ts}Configure a mapping provider (e.g. OpenStreetMap or Google) to display maps for contact addresses and event locations.{/ts} |
| {ts}Search Settings{/ts} |
{ts}Adjust search behaviors including wildcards, and data to include in quick search results. Adjusting search settings can improve performance for larger datasets.{/ts} |
| {ts}Misc (Undelete, PDFs, Limits, Logging, Captcha, etc.){/ts} |
{ts}Version reporting and alerts, reCAPTCHA configuration and attachments.{/ts} |
| {ts}Contact Types{/ts} |
{ts}You can modify the names of the built-in contact types (Individual, Household, Organizations), and you can create or modify "contact subtypes" for more specific uses (e.g. Student, Parent, Team, etc.).{/ts} |
| {ts}Sending Emails (includes contribution receipts and event confirmations){/ts} |
| {ts}From Email Addresses{/ts} |
{ts}Define general email address(es) that can be used as the FROM address when sending email to contacts from within CiviCRM (e.g. info@example.org){/ts} |
| {ts}Outbound Email{/ts} |
{ts}Settings for outbound email - either SMTP server, port and authentication or Sendmail path and argument.{/ts} |
| {ts}Online Contributions / Online Membership Signup / Online Event Registration{/ts} |
| {ts}Payment Processors{/ts} |
{ts}Select and configure one or more payment processing services for online contributions, events and / or membership fees.{/ts} |
{if $config->userSystem->is_drupal EQ '1'}
{if $config->userFramework EQ 'Drupal'}
| {ts}Permissions for Anonymous Users{/ts} |
{else}
{ts}Permissions for Anonymous Users{/ts} |
{/if}
{ts}You will also need to change Drupal permissions so anonymous users can make contributions, register for events and / or use profiles to enter contact information.{/ts} {docURL page="user/en/latest/initial-set-up/permissions-and-access-control" text="(learn more...)"} |
{/if}
{if $enabledComponents.CiviContribute eq 1}
| {ts}CiviContribute Component Settings{/ts} |
{ts}Review and modify the CiviContribute Component settings such as Taxes and Invoicing, Deferred Revenue, and Access Control by Financial Type{/ts} |
{/if}
{capture assign=docLink}{docURL page="user/organising-your-data/overview" text="Organizing Your Data"}{/capture}
{ts 1=$adminMenu 2=$docLink}The next set of tasks involve planning and have multiple steps. You may want to check out the %2 section in the User and Administrator Guide before you begin. You will not be returned to this page after completing these tasks, but you can always get back here from the
Administer CiviCRM menu.{/ts}
| {ts}Organize your contacts{/ts} |
| {ts}Tags (Categories){/ts} |
{ts}Tags can be assigned to any contact record, and are a convenient way to find contacts. You can create as many tags as needed to organize and segment your records.{/ts} |
| {ts}Manage Groups{/ts} |
{ts}Use Groups to organize contacts (e.g. these contacts are part of our 'Steering Committee').{/ts} |
| {ts}Customize Data, Forms and Screens{/ts} |
| {ts}Custom Fields{/ts} |
{ts}Configure custom fields to collect and store custom data which is not included in the standard CiviCRM forms.{/ts} |
| {ts}Profiles{/ts} |
{ts}Profiles allow you to aggregate groups of fields and include them in your site as input forms, contact display pages, and search and listings features.{/ts} |
{ts}Now you can move on to exploring, configuring and using the various optional components for fundraising and constituent engagement. The links below will take you to the online documentation for each component.{/ts}
| {ts}Components{/ts} |
| {docURL page="user/contributions/what-is-civicontribute" text="CiviContribute"} |
{ts}Online fundraising and donor management, as well as offline contribution processing and tracking.{/ts} |
| {docURL page="user/pledges/what-is-civipledge" text="CiviPledge"} |
{ts}Accept and track pledges (for recurring gifts).{/ts} |
| {docURL page="user/events/what-is-civievent" text="CiviEvent"} |
{ts}Online event registration and participant tracking.{/ts} |
| {docURL page="user/membership/what-is-civimember" text="CiviMember"} |
{ts}Online signup and membership management.{/ts} |
| {docURL page="user/email/what-is-civimail" text="CiviMail"} |
{ts}Personalized email blasts and newsletters.{/ts} |
| {docURL page="user/campaign/what-is-civicampaign" text="CiviCampaign"} |
{ts}Link together events, mailings, activities, and contributions. Create surveys and online petitions.{/ts} |
| {docURL page="user/case-management/what-is-civicase" text="CiviCase"} |
{ts}Integrated case management for human service providers{/ts} |
| {docURL page="user/grants/what-is-civigrant" text="CiviGrant"} |
{ts}Distribute funds to others, for example foundations, grant givers, etc.{/ts} |