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.

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

Stop spam entries from forms placed on your organization web site

http://network.progressivetech.org/node/1119
Category: Collecting and Managing Contact Information

Email to Activity

http://network.progressivetech.org/node/1115
Category: Collecting and Managing Contact Information

How do I do data entry or lookup contacts using my cell phone or tablet

http://network.progressivetech.org/node/1111
Category: Collecting and Managing Contact Information

Spreadsheet Tips for Importing

http://network.progressivetech.org/node/1108
Category: Collecting and Managing Contact Information

Case Study: Purging useless contacts from your Database

http://network.progressivetech.org/node/1103
Category: Collecting and Managing Contact Information

Normalizing (or standardizing) Phone Numbers

http://network.progressivetech.org/node/1100
Category: Collecting and Managing Contact Information

Managing Multiple Family Members (spouses, households, etc)

http://network.progressivetech.org/node/1096
Category: Collecting and Managing Contact Information

Adding new records in a batch

http://network.progressivetech.org/node/1095
Category: Collecting and Managing Contact Information, Contributions

How to Make Groups with Good and Bad Mailing Addresses

http://network.progressivetech.org/node/1094
Category: Collecting and Managing Contact Information

Create An Individual Contact

http://network.progressivetech.org/node/1088
Category: Collecting and Managing Contact Information

Automatically fill in Date Started for web signups

http://network.progressivetech.org/node/1077
Category: Collecting and Managing Contact Information

How to collect email addresses from your web site with a profile

http://network.progressivetech.org/node/1072
Category: Collecting and Managing Contact Information

Petitions: E-Advocacy In PowerBase with Screen Casts

http://network.progressivetech.org/node/1033
Category: Admin Tasks, Campaigns, Collecting and Managing Contact Information

How to manage bad street addresses in PowerBase

http://network.progressivetech.org/node/1039
Category: Collecting and Managing Contact Information

Adding relationships to contacts

http://network.progressivetech.org/node/1023
Category: Collecting and Managing Contact Information

Adding a new contact

http://network.progressivetech.org/node/1013
Category: Collecting and Managing Contact Information

Adding an activity to a contact

http://network.progressivetech.org/node/1003
Category: Collecting and Managing Contact Information

Creating your first Contact

http://network.progressivetech.org/node/995
Category: Collecting and Managing Contact Information