Topics for "CiviCRM 102" training

Let's also make sure we know what we're covering! Here's the topics I intend to cover:
  • Deduping
  • Custom fields
  • Contact subtypes
  • Profiles
  • Customizing menus, option values (drop-downs), word replacements, greetings
  • CiviCRM extensions (e.g. CiviVolunteer)
  • Permissions
  • CiviMail automated replies
  • CiviEvent: Customizing settings, name badges, event templates
  • Discussing client-specific customizations
  • More advanced search flows - "display results as", search by relationship. Maybe Search Builder improvements?

Updated by Jon Goldberg over 8 years ago · 2 revisions

Also available in: PDF HTML TXT

Go to top