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, Contributions, Events

Set Captcha and other ways to protect your form from bots

http://network.progressivetech.org/node/1334
Category: Collecting and Managing Contact Information, Contributions

Adding Additional Text to your Webforms using Markup Screen Cast

http://network.progressivetech.org/node/1317
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

Using Webforms as an Alternative Data Entry Form Screen Cast

http://network.progressivetech.org/node/1315
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

Creating a Webform that Collects Info on Multiple Contacts Screen Cast

http://network.progressivetech.org/node/1314
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

Using QR Codes to track attendance to an event

http://network.progressivetech.org/node/1308
Category: Collecting and Managing Contact Information, Events, PowerBase - General

How to Do a Basic Import of Contact Information

http://network.progressivetech.org/node/1299
Category: Collecting and Managing Contact Information, PowerBase - General

Using Webforms: Ask Your Members to Update Their Own Info

http://network.progressivetech.org/node/1295
Category: Collecting and Managing Contact Information

Importing Event Participants from a Spreadsheet: Register via search results method

http://network.progressivetech.org/node/1279
Category: Collecting and Managing Contact Information, Events, PowerBase - General

Using Webforms to Track Attendance from Paper Sign In Sheets Screen Cast

http://network.progressivetech.org/node/1266
Category: Collecting and Managing Contact Information, Events, PowerBase - General

Working with Smart Groups Screen Cast

http://network.progressivetech.org/node/1254
Category: Collecting and Managing Contact Information, PowerBase - General, Search

Working with Regular or Static Groups Screen Cast

http://network.progressivetech.org/node/1253
Category: Collecting and Managing Contact Information, PowerBase - General, Search

Basic Data Entry Screen Cast

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

Adding a New Contact Screen Cast

http://network.progressivetech.org/node/1250
Category: Admin Tasks, Collecting and Managing Contact Information, PowerBase - General

Import contributions from Classy

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

Adding an Activity to a Contact

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

Sample Data Entry sheet

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

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

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: Admin Tasks, Collecting and Managing Contact Information, Customizing PowerBase, Memberships

Import Authorize.net contributions

http://network.progressivetech.org/node/1176
Category: Collecting and Managing Contact Information, Contributions

Case study: Tracking progress for a housing campaign

http://network.progressivetech.org/node/1175
Category: Collecting and Managing Contact Information

Remoteform

http://network.progressivetech.org/node/1170
Category: Collecting and Managing Contact Information, Contributions

Mobilizing creatively

http://network.progressivetech.org/node/1163
Category: Collecting and Managing Contact Information

Strategies around handling duplicate contacts and merging

http://network.progressivetech.org/node/1158
Category: Collecting and Managing Contact Information

Creating Profiles for Online Data Collection

http://network.progressivetech.org/node/1091
Category: Collecting and Managing Contact Information, Email and Postal Mailings

Resources and Tips for Database Maintenance and Cleanup

http://network.progressivetech.org/node/1144
Category: Admin Tasks, Collecting and Managing Contact Information, Email and Postal Mailings, PowerBase - General

Managing Your Email Lists: Bounces, Holds, Unsubscribes, and Optouts

http://network.progressivetech.org/node/1142
Category: Admin Tasks, Collecting and Managing Contact Information, Email and Postal Mailings, PowerBase - General

Using Profiles: Ask Your Members To Update Their Own Info

http://network.progressivetech.org/node/1087
Category: Collecting and Managing Contact Information

Using Webforms for additional flexibility with screen casts

http://network.progressivetech.org/node/1120
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General