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 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: Managing Contributions

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

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

How to set up and use Summary Fields in PowerBase

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

Importing aids

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

Fundraising: Which Contribution Reports to use to plan your campaigns

http://network.progressivetech.org/node/1027
Category: Managing 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: Learning Powerbase, Organizing with Powerbase, PowerBase - General, Reports

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: Event Management

Registering people for an event

http://network.progressivetech.org/node/1014
Category: Event Management

Adding a new contact

http://network.progressivetech.org/node/1013
Category: Collecting and Managing Contact Information

Searching in PowerBase

http://network.progressivetech.org/node/1012
Category: Search

Reports: Accessing Reports info from CiviCRM Manual

http://network.progressivetech.org/node/1010
Category: Reports

Reports: Setup Info from the CiviCRM Manual

http://network.progressivetech.org/node/1009
Category: Reports

The many available ways to send email to your people

http://network.progressivetech.org/node/1007
Category: Email and Postal Mailings

Creating an Event info from CiviCRM Manual

http://network.progressivetech.org/node/1006
Category: Event Management

Adding an activity to a contact

http://network.progressivetech.org/node/1003
Category: Collecting and Managing Contact Information

Basic Searching

http://network.progressivetech.org/node/1001
Category: Search

Creating your first Contact

http://network.progressivetech.org/node/995
Category: Collecting and Managing Contact Information

Login and Change password

http://network.progressivetech.org/node/994
Category: Admin Tasks

Using the Electoral API Extension to add Voter District Info to your Database with Screen Casts

http://network.progressivetech.org/node/975
Category: Organizing with Powerbase, Admin Tasks, Campaigns, Customizing Powerbase, PowerBase - General

"Cheat sheet" for Fundraisers - tips on smart searching for donors

http://network.progressivetech.org/node/1053
Category: Managing Contributions, Search

How to Create a Dashlet in PowerBase

http://network.progressivetech.org/node/960
Category: Learning Powerbase, Reports

Getting Started with PowerBase - screencasts on entering contacts and creating smart groups

http://network.progressivetech.org/node/959
Category: Learning Powerbase, Organizing with Powerbase

Using PowerBase for DoorKnocking - screencasts

http://network.progressivetech.org/node/958
Category: Organizing with Powerbase, Campaigns, PowerBase - General