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.

Setting Default State in Webform

http://network.progressivetech.org/node/1354
Category: Collecting and Managing Contact Information, Customizing Powerbase

Segmenting Options

http://network.progressivetech.org/node/1350
Category: Customizing Powerbase

Dynamic Theme Selector

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

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

Using Webforms to Create Anonymous Surveys Screen Cast

http://network.progressivetech.org/node/1321
Category: Organizing with Powerbase, Collecting and Managing Contact Information, Customizing Powerbase, PowerBase - General

Using an iframe to display a form on your web site

http://network.progressivetech.org/node/1320
Category: Customizing Powerbase

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

Making Your Webforms Pretty Screen Cast

http://network.progressivetech.org/node/1316
Category: Collecting and Managing Contact Information, Customizing Powerbase

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

How to create custom fields

http://network.progressivetech.org/node/1310
Category: Customizing Powerbase

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

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

Using event types successfully, including with summary fields

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

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

Where are my images saved for Mosaico emails, traditional emails, contribution pages or event pages?

http://network.progressivetech.org/node/1231
Category: Customizing Powerbase, Email and Postal Mailings, PowerBase - General

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

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: Organizing with Powerbase, Admin Tasks, Collecting and Managing Contact Information, Customizing Powerbase, Memberships

Using Theme Key to specify a theme to display for a particular page

http://network.progressivetech.org/node/1156
Category: Managing Contributions, Customizing Powerbase, Event Management

Using Webforms for additional flexibility with screen casts

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

How can I get a custom theme for my contribution or event pages?

http://network.progressivetech.org/node/1107
Category: Customizing Powerbase

Adding mobile friendly contribution pages using Simple Donate

http://network.progressivetech.org/node/1097
Category: Managing Contributions, Customizing Powerbase

Customizing your PowerBase to improve donor and contribution tracking

http://network.progressivetech.org/node/1069
Category: Managing Contributions, Customizing Powerbase

How to add names to "Staff Responsible"

http://network.progressivetech.org/node/1055
Category: Customizing Powerbase

How to add, change or remove Constituent types in PowerBase

http://network.progressivetech.org/node/1048
Category: Customizing Powerbase