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.

Adding new records in a batch

http://network.progressivetech.org/node/1095
Category: Collecting and Managing Contact Information, Managing Contributions

How to Make Groups with Good and Bad Mailing Addresses

http://network.progressivetech.org/node/1094
Category: Collecting and Managing Contact Information

How To Copy A Mailing To A New Template

http://network.progressivetech.org/node/1093
Category: Email and Postal Mailings

Exporting Contribution Records

http://network.progressivetech.org/node/1092
Category: Managing Contributions

How can I ensure that my PowerBase email does not end up in the Spam folder?

http://network.progressivetech.org/node/1090
Category: Email and Postal Mailings

Using Default Tokens in Email

http://network.progressivetech.org/node/1089
Category: Email and Postal Mailings

Create An Individual Contact

http://network.progressivetech.org/node/1088
Category: Collecting and Managing Contact Information

Securely Uploading Files for PTP to Import or Examine

http://network.progressivetech.org/node/1085
Category: PowerBase - General

Our Contribution Receipts are coming from the wrong email, how do I change that?

http://network.progressivetech.org/node/1081
Category: Managing Contributions

Importing Event Participants from a Spreadsheet: Import participants separately method

http://network.progressivetech.org/node/1079
Category: Event Management, Importing Data

Automatically fill in Date Started for web signups

http://network.progressivetech.org/node/1077
Category: Collecting and Managing Contact Information

How do I find every person in the database who has donated between 2013-2015 and their total contribution?

http://network.progressivetech.org/node/1076
Category: Search

PowerBase Tip - Setting End Dates for Events

http://network.progressivetech.org/node/1074
Category: Event Management

How to Record "offline" Event Registrations and Payments

http://network.progressivetech.org/node/1073
Category: Event Management

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: Managing Contributions, Search

Customizing your PowerBase to improve donor and contribution tracking

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

Instructions on how to Import Contributions

http://network.progressivetech.org/node/1064
Category: Managing Contributions, Importing Data

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

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

How to Print Thank You Letters for Donations

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

Manage Your Donor Fundraising with Dashboard Reports

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

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

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

What does it mean when a donation is pending?

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