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.

Don't put opt-in or subscribe fields in your forms

http://network.progressivetech.org/node/1322
Category: Email and Postal Mailings

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

Viewing Webform Submissions and Results Screen Casts

http://network.progressivetech.org/node/1319
Category: Collecting and Managing Contact Information

Creating a Webform Custom Field Screen Cast

http://network.progressivetech.org/node/1318

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

The Import Page: Index of all import tip sheets

http://network.progressivetech.org/node/1313
Category: Admin Tasks, Importing Data

How to create custom fields

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

What can I do about blurry images in Mosaico emails and templates?

http://network.progressivetech.org/node/1309
Category: Email and Postal Mailings, PowerBase - General

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

Working with Dedupe Rules

http://network.progressivetech.org/node/1306
Category: Admin Tasks, Customizing Powerbase, PowerBase - General

How to "Update Multiple Activities" using a Profile - screen cast

http://network.progressivetech.org/node/1304
Category: Learning Powerbase, Organizing with Powerbase, PowerBase - General

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

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

Importing a door knocking spread sheet and adding a door knocking activity

http://network.progressivetech.org/node/1302
Category: Organizing with Powerbase, Importing Data

Importing Event Participants from a Spreadsheet: Overview, start here

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

How to Do a Basic Import of Contact Information

http://network.progressivetech.org/node/1299
Category: Collecting and Managing Contact Information, Importing Data, 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

Using Webforms: Ask Your Members to Update Their Own Info

http://network.progressivetech.org/node/1295
Category: Collecting and Managing Contact Information

How can I address email to: Dear Friend if they don't have a first name?

http://network.progressivetech.org/node/1294
Category: Email and Postal Mailings

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