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.

How to Configure Powerbase for Authorize.net after you get an Authorize.net account

http://network.progressivetech.org/node/1126
Category: Contributions

The Dreaded Lock

http://network.progressivetech.org/node/1125
Category: PowerBase - General

Creating Annual Donor Letters in PowerBase

http://network.progressivetech.org/node/1032
Category: Contributions

Email a report on a regular schedule

http://network.progressivetech.org/node/1122
Category: Reports

How to balance performance with accuracy when you have a lot of contacts and smart groups

http://network.progressivetech.org/node/1121
Category: Search

Using Web Forms for additional flexibility

http://network.progressivetech.org/node/1120

Stop spam entries from forms placed on your organization web site

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

Find contacts in two or more groups

http://network.progressivetech.org/node/1118

Measuring Engagement and Leadership levels

http://network.progressivetech.org/node/1116
Category: Search

Email to Activity

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

Choosing a Payment Processor

http://network.progressivetech.org/node/1114
Category: Contributions, PowerBase - General

Setup Clickatell in PowerBase

http://network.progressivetech.org/node/1113
Category: PowerBase - General

Setup Twilio in PowerBase

http://network.progressivetech.org/node/1112
Category: PowerBase - General

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

How can I take advantage of the mobile-friendly features of PowerBase?

http://network.progressivetech.org/node/1110

How to Setup and Use Phonebanking in PowerBase

http://network.progressivetech.org/node/1109
Category: Admin Tasks, Campaigns, Customizing PowerBase

Spreadsheet Tips for Importing

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

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

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

How do I use DKIM to digitally sign my PowerBase Email messages?

http://network.progressivetech.org/node/1106
Category: Email and Postal Mailings

How do I create or edit an SPF record for PowerBase?

http://network.progressivetech.org/node/1105
Category: Email and Postal Mailings

Steps for groups to take when you get on PowerBase

http://network.progressivetech.org/node/1104
Category: PowerBase - General

Case Study: Purging useless contacts from your Database

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

How do I Enable a CiviCRM Extension

http://network.progressivetech.org/node/1101
Category: Admin Tasks

Normalizing (or standardizing) Phone Numbers

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

Events with Group Sponsorships or Tables of participants

http://network.progressivetech.org/node/1099
Category: Events

Eliminate blank lines for empty tokens

http://network.progressivetech.org/node/1098
Category: Email and Postal Mailings

Adding mobile friendly contribution pages using Simple Donate

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

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