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.

Data Security Standards

http://network.progressivetech.org/node/1131

Configuring your Payment Processor

http://network.progressivetech.org/node/1129
Category: Managing Contributions

Setting your Payment Processor call back address

http://network.progressivetech.org/node/1128
Category: Admin Tasks, Managing Contributions

Testing your payment processor

http://network.progressivetech.org/node/1127
Category: Managing Contributions

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

http://network.progressivetech.org/node/1126
Category: Admin Tasks, Managing 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: Managing 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 Webforms for additional flexibility with screen casts

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

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: Admin Tasks, Managing Contributions, Event Management, PowerBase - General

Setup Clickatell in PowerBase

http://network.progressivetech.org/node/1113
Category: Admin Tasks, PowerBase - General, SMS Texting

Setting Up and Using Twilio in PowerBase

http://network.progressivetech.org/node/1112
Category: Admin Tasks, PowerBase - General, SMS Texting

How do I do data entry or lookup contacts using my cell phone or tablet

http://network.progressivetech.org/node/1111
Category: Organizing with Powerbase, 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: Organizing with Powerbase, Admin Tasks, Campaigns, Managing Contributions

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: Managing Contributions, Event Management

Eliminate blank lines for empty tokens

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