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

Import Contributions from Donor Perfect

http://network.progressivetech.org/node/1353
Category: Managing Contributions, Importing Data

Dynamic Theme Selector

http://network.progressivetech.org/node/1346
Category: Managing Contributions, Customizing Powerbase, Event Management

Sending End of Year Donor Tax Receipts by Email in Powerbase

http://network.progressivetech.org/node/1341
Category: Managing Contributions, Email and Postal Mailings

Donor Update Links for Stripe Payment Processor

http://network.progressivetech.org/node/1339
Category: Managing Contributions

Set Captcha and other ways to protect your form from bots

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

Ask your donors to cover the credit card processing fee

http://network.progressivetech.org/node/1325
Category: Managing Contributions

Removing Billing Address Block from Online Pages using Stripe Payment Processor

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

Finding Sustaining Donors and Recurring Contributions screen cast

http://network.progressivetech.org/node/1293
Category: Managing Contributions, Reports, Search

Using Powerbase Donor Behavior Detail report to see lapsed donors screen cast

http://network.progressivetech.org/node/1292
Category: Managing Contributions, Reports

Creating a Key Numbers Fundraising Report screen cast

http://network.progressivetech.org/node/1291
Category: Managing Contributions, Reports

Create and Print End of Year (EOY) Donor Tax Letters screen cast

http://network.progressivetech.org/node/1290
Category: Managing Contributions

Adding a Contribution Widget or Thermometer to an online donation page or your own website page screen cast

http://network.progressivetech.org/node/1289
Category: Managing Contributions

Working with Summary Fields screen cast

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

Practice Contribution Searches

http://network.progressivetech.org/node/1287
Category: Managing Contributions

How to Manually Enter Donations via the Backend of Powerbase Screen Cast

http://network.progressivetech.org/node/1285
Category: Managing Contributions

Creating an Online Contribution page Screen Cast

http://network.progressivetech.org/node/1284
Category: Campaigns, Managing Contributions, Customizing Powerbase, PowerBase - General

Using Campaigns Screen Cast

http://network.progressivetech.org/node/1283
Category: Learning Powerbase, Organizing with Powerbase, Campaigns, Managing Contributions, Customizing Powerbase

Creating a Report Dashlet and a Report Menu Link Screen Cast

http://network.progressivetech.org/node/1259
Category: Learning Powerbase, Organizing with Powerbase, Managing Contributions, Customizing Powerbase, Event Management, Reports

Import contributions from Classy

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

Creating & Printing Thank You Letters Using Tokens Screen Cast

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

Delete Stripe Test Data

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

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

Import Network for Good Contributions

http://network.progressivetech.org/node/1187
Category: Managing Contributions, Importing Data

Import Facebook Contributions

http://network.progressivetech.org/node/1186
Category: Managing Contributions, Importing Data

What do I do to get started with Contributions?

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

Import Authorize.net contributions

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

Remoteform

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