PowerBase Tips

Welcome to the Progressive Technology Project's Network site. Below is our list of PowerBase Tips (which are designed for PowerBase but may be useful for anyone using CiviCRM). You may also be interested in our trainings or archive of non-powerbase tips.

Basic Searching Screen Cast

http://network.progressivetech.org/node/1252
Category: Learning Powerbase, Search

Basic Data Entry Screen Cast

http://network.progressivetech.org/node/1251
Category: Learning Powerbase, Admin Tasks, Collecting and Managing Contact Information, PowerBase - General

Adding a New Contact Screen Cast

http://network.progressivetech.org/node/1250
Category: Learning Powerbase, Organizing with Powerbase, Collecting and Managing Contact Information, PowerBase - General

Log in, Change Your Password, Change Your Name Screen Cast

http://network.progressivetech.org/node/1249
Category: Learning Powerbase, Admin Tasks, PowerBase - General

Import contributions from Classy

http://network.progressivetech.org/node/1248
Category: Collecting and Managing Contact Information, Managing Contributions, Importing Data

Anatomy of an Effective Mass Email Design Screen Cast

http://network.progressivetech.org/node/1247
Category: Organizing with Powerbase, Email and Postal Mailings

Working with Traditional Email Templates & Email Screen Cast

http://network.progressivetech.org/node/1246
Category: Email and Postal Mailings

Working with Mosaico Email Templates with Screen Cast

http://network.progressivetech.org/node/1245
Category: Email and Postal Mailings

Using Schedule Reminders to Send Messages Screen Cast

http://network.progressivetech.org/node/1244
Category: Email and Postal Mailings, Event Management

Send and Schedule Mosaico Mass Emails Screen Cast

http://network.progressivetech.org/node/1243
Category: Email and Postal Mailings

Creating & Printing Mailing Labels Screen Cast

http://network.progressivetech.org/node/1242
Category: Admin Tasks, Email and Postal Mailings

Creating & Printing Thank You Letters Using Tokens Screen Cast

http://network.progressivetech.org/node/1241
Category: Admin Tasks, Managing Contributions, Email and Postal Mailings

Glossary of Powerbase terms

http://network.progressivetech.org/node/1240
Category: Learning Powerbase, PowerBase - General

How to understand the merge contacts window

http://network.progressivetech.org/node/1239
Category: Learning Powerbase, Admin Tasks, Collecting and Managing Contact Information

Why does Powerbase change the links in my email?

http://network.progressivetech.org/node/1234
Category: Email and Postal Mailings

Delete Stripe Test Data

http://network.progressivetech.org/node/1232
Category: Admin Tasks, Managing Contributions

Send and Receive SMS messages using PowerBase

http://network.progressivetech.org/node/992
Category: Organizing with Powerbase, Admin Tasks, PowerBase - General, SMS Texting

Where are my images saved for Mosaico emails, traditional emails, contribution pages or event pages?

http://network.progressivetech.org/node/1231
Category: Customizing Powerbase, Email and Postal Mailings, PowerBase - General

How to update from the Powerbase "Interim" New Look to the "Full-out" New Look

http://network.progressivetech.org/node/1230
Category: Admin Tasks, Customizing Powerbase, PowerBase - General

Delete existing Stripe webhooks

http://network.progressivetech.org/node/1229
Category: Admin Tasks, Managing Contributions

Fix Stripe API Setting

http://network.progressivetech.org/node/1228
Category: Admin Tasks, Managing Contributions

Track which link was followed to make a contribution or register for an event

http://network.progressivetech.org/node/1227
Category: Managing Contributions, Event Management

Advanced: Advanced Search Exercise

http://network.progressivetech.org/node/1214
Category: Search

Scenarios for Advanced Powerbase Training

http://network.progressivetech.org/node/1212
Category: PowerBase - General

A Movement Technology Platform

http://network.progressivetech.org/node/1211
Category: PowerBase - General

Permissions

http://network.progressivetech.org/node/1197
Category: Admin Tasks

Exercise: Using Search to find Contents

http://network.progressivetech.org/node/1196
Category: Search

Adding an Activity to a Contact

http://network.progressivetech.org/node/1194
Category: Learning Powerbase, Collecting and Managing Contact Information

Sample Data Entry sheet

http://network.progressivetech.org/node/1192
Category: Collecting and Managing Contact Information

A new look for Powerbase!

http://network.progressivetech.org/node/1188
Category: Admin Tasks, PowerBase - General