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.

Yikes! I recorded a contribution/event/volunteer and it changed my name to their name! What do I do?

http://network.progressivetech.org/node/1082
Category: Admin Tasks, Collecting and Managing Contact Information, Managing Contributions, Event Management

How to Add or remove users

http://network.progressivetech.org/node/1070
Category: Admin Tasks

Switching from Dupal 7 to Drupal 10 and beyond!

http://network.progressivetech.org/node/1348
Category: Admin Tasks, PowerBase - General

Access Control Lists: What is is and some reasons you may not want to use it

http://network.progressivetech.org/node/1340
Category: Admin Tasks, Customizing Powerbase

How do I format a date in a token?

http://network.progressivetech.org/node/1337
Category: Admin Tasks, Email and Postal Mailings

Two Factor Authentication

http://network.progressivetech.org/node/1326
Category: Admin Tasks, PowerBase - General

Preparing your domain name to send email via Powerbase

http://network.progressivetech.org/node/1324
Category: Admin Tasks, Email and Postal Mailings

Exporting your Database

http://network.progressivetech.org/node/1323
Category: Admin Tasks

The Import Page: Index of all import tip sheets

http://network.progressivetech.org/node/1313
Category: Admin Tasks, Importing Data

Working with Dedupe Rules

http://network.progressivetech.org/node/1306
Category: Admin Tasks, Customizing Powerbase, PowerBase - General

Removing Billing Address Block from Online Pages using Stripe Payment Processor

http://network.progressivetech.org/node/1296
Category: Admin Tasks, Managing Contributions, Customizing Powerbase

Working with Summary Fields screen cast

http://network.progressivetech.org/node/1288
Category: Admin Tasks, Managing Contributions, Customizing Powerbase, PowerBase - General

Basic Data Entry Screen Cast

http://network.progressivetech.org/node/1251
Category: Learning Powerbase, Admin Tasks, 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

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

How to understand the merge contacts window

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

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

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

Permissions

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

A new look for Powerbase!

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

My webform is getting a lot of spam entries - what can I do?

http://network.progressivetech.org/node/1185
Category: Admin Tasks, Collecting and Managing Contact Information, Customizing Powerbase

What do I do to get started with Contributions?

http://network.progressivetech.org/node/1184
Category: Admin Tasks, Managing Contributions

How do I embed a form in my own web site?

http://network.progressivetech.org/node/1183
Category: Admin Tasks, Collecting and Managing Contact Information, Customizing Powerbase

Handling c4 contacts, contributions, and memberships in conjunction with c3 info in PowerBase

http://network.progressivetech.org/node/1180
Category: Organizing with Powerbase, Admin Tasks, Collecting and Managing Contact Information, Customizing Powerbase, Memberships

Change or Reset my password

http://network.progressivetech.org/node/1179
Category: Learning Powerbase, Admin Tasks

Configure Stripe Payment Processor

http://network.progressivetech.org/node/1146
Category: Admin Tasks, Managing Contributions, Event Management