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 collect email addresses from your web site with a profile

http://network.progressivetech.org/node/1072
Category: Collecting and Managing Contact Information

Searching and Segmenting in PowerBase

http://network.progressivetech.org/node/1071
Category: Contributions, Search

Customizing your PowerBase to improve donor and contribution tracking

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

Setting Permissions for a fundraising volunteer to use PhoneBank

http://network.progressivetech.org/node/1068
Category: Campaigns

Petitions: E-Advocacy In PowerBase with Screen Casts

http://network.progressivetech.org/node/1033
Category: Admin Tasks, Campaigns, Collecting and Managing Contact Information

Creating email templates that are suited for viewing on a cell phone or small device

http://network.progressivetech.org/node/1066
Category: Email and Postal Mailings

Tip on how to search for contributions from a specific Contribution Source

http://network.progressivetech.org/node/1065
Category: Contributions

Instructions on how to Import Contributions

http://network.progressivetech.org/node/1064
Category: Contributions

A list of all of all the Contributions Reports in PowerBase and their best use.

http://network.progressivetech.org/node/1063
Category: Contributions

How to Print Thank You Letters for Donations

http://network.progressivetech.org/node/1062
Category: Contributions

Manage Your Donor Fundraising with Dashboard Reports

http://network.progressivetech.org/node/1061
Category: Contributions

How to use the SYBUNT Report to find donors who haven't given this year

http://network.progressivetech.org/node/1059
Category: Contributions

What does it mean when a donation is pending?

http://network.progressivetech.org/node/1058
Category: Contributions

How can I send a mailing to everyone who hasn't responded yet to an initial mailing?

http://network.progressivetech.org/node/1057
Category: Email and Postal Mailings

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

How to add an SMS provider to PowerBase

http://network.progressivetech.org/node/1040
Category: Admin Tasks

How to manage bad street addresses in PowerBase

http://network.progressivetech.org/node/1039
Category: Collecting and Managing Contact Information

Oversized images showing up in email

http://network.progressivetech.org/node/1038
Category: Email and Postal Mailings

How to make a list of soft credits

http://network.progressivetech.org/node/1037
Category: Contributions

How to record a credit card contribution in PowerBase on the "offline" side.

http://network.progressivetech.org/node/1036
Category: Contributions

How to set up and use Summary Fields in PowerBase

http://network.progressivetech.org/node/1035
Category: Contributions, Customizing PowerBase

Importing aids

http://network.progressivetech.org/node/1031
Category: PowerBase - General

Fundraising: Which Contribution Reports to use to plan your campaigns

http://network.progressivetech.org/node/1027
Category: Contributions

Adding relationships to contacts

http://network.progressivetech.org/node/1023
Category: Collecting and Managing Contact Information

Adding a dashlet to your home page

http://network.progressivetech.org/node/1022
Category: PowerBase - General

How to Create a Reports - the Basics

http://network.progressivetech.org/node/1021
Category: Reports

Printing a Form Letter - - Screencast

http://network.progressivetech.org/node/1020
Category: Email and Postal Mailings

How to Add an Event

http://network.progressivetech.org/node/1015
Category: Events

Registering people for an event

http://network.progressivetech.org/node/1014
Category: Events