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

Dynamic Theme Selector

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

Using QR Codes to track attendance to an event

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

How to "Update Multiple Participants" Using a Profile - screen cast

http://network.progressivetech.org/node/1303
Category: Event Management, PowerBase - General

Importing Event Participants from a Spreadsheet: Overview, start here

http://network.progressivetech.org/node/1300
Category: Event Management, Importing Data

Using Register Event Participants to Manually Add Contacts to an Event

http://network.progressivetech.org/node/1280
Category: Event Management, PowerBase - General

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

http://network.progressivetech.org/node/1279
Category: Collecting and Managing Contact Information, Event Management, Importing Data

Using event types successfully, including with summary fields

http://network.progressivetech.org/node/1277
Category: Organizing with Powerbase, Customizing Powerbase, Event Management

Run a report showing attendance for each event

http://network.progressivetech.org/node/1276
Category: Event Management, Reports

Using Event Count to search for contacts based on number of events they have attended

http://network.progressivetech.org/node/1275
Category: Organizing with Powerbase, Event Management, Search

Find contacts based on when they attended or registered for an event

http://network.progressivetech.org/node/1274
Category: Organizing with Powerbase, Event Management, Search

Setting Up Recurring or Repeating Events Screen Cast

http://network.progressivetech.org/node/1273
Category: Event Management

Using Event Templates vs. Copying Existing Events Screen Cast

http://network.progressivetech.org/node/1272
Category: Event Management, PowerBase - General

Setting Up Scheduled Reminders for Online Events Screen Cast

http://network.progressivetech.org/node/1271
Category: Email and Postal Mailings, Event Management, PowerBase - General

Using Profiles in Online Events to collect Participant Information Screen Cast

http://network.progressivetech.org/node/1270
Category: Event Management

Using Price Sets for Complex Paid Events Screen Cast

http://network.progressivetech.org/node/1269
Category: Event Management

Setting Up Early Event Registration Discount using Built in Discount Set Screen Cast

http://network.progressivetech.org/node/1268
Category: Event Management

Setting Up Fees for a Paid Event Using the Built in Price Set Screen Cast

http://network.progressivetech.org/node/1267
Category: Event Management, PowerBase - General

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

http://network.progressivetech.org/node/1266
Category: Organizing with Powerbase, Collecting and Managing Contact Information, Event Management, PowerBase - General

Setting up an online event to take multiple registrations screen cast

http://network.progressivetech.org/node/1265
Category: Event Management, PowerBase - General

Getting the link to the live online event registration page and testing screen cast

http://network.progressivetech.org/node/1264
Category: Event Management, PowerBase - General

How to use activities to track and search for meeting attendees screen cast

http://network.progressivetech.org/node/1263
Category: Organizing with Powerbase, Event Management, PowerBase - General, Search

How to take event attendance using a mobile device via CiviMobile screen cast

http://network.progressivetech.org/node/1262
Category: Organizing with Powerbase, Event Management, PowerBase - General

How to search for participants and update their participant status screen cast

http://network.progressivetech.org/node/1261
Category: Event Management, PowerBase - General

How to manually take attendance for participants in offline events screen cast

http://network.progressivetech.org/node/1260
Category: Organizing with Powerbase, Event Management, PowerBase - General

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

Create a Basic Online Event Registration Page Screen Cast

http://network.progressivetech.org/node/1258
Category: Event Management, PowerBase - General

Create a Basic Event Registration Report Screen Cast

http://network.progressivetech.org/node/1257
Category: Event Management, PowerBase - General, Reports

Using Schedule Reminders to Send Messages Screen Cast

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

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