Skip to content
Snippets Groups Projects

Contacts

  • Create a Contact
  • Edit a Contact
  • Create an Organization
  • Assign a Contact to an Organization
  • Add an Activity
  • Create and Send Email to a Contact
  • Create a Group and Assign a Contact to Group
  • Create Tags, Tag Sets
  • Find and Merge Duplicate Contacts

Contributions

  • Add a new Contribution
  • Add a Contribution via a Page
  • Add a new Contribution Page (Title tab)
  • Add a new Contribution Page (Amounts tab)
  • Add a new Contribution Page (Memberships tab)
  • Add a new Contribution Page (Receipts and Tell a Friend tabs)
  • Add a new Contribution Page (Profiles tab)
  • Add a new Contribution Page (Premiums tab)
  • Add a New Contribution Page (Personal Campaigns tab)
  • Add a new Pledge
  • Add a Premium

Membership

  • Add a Membership Price Set
  • Add a new membership Contribution Page -- All Tabs
  • Add a Price set with both Public and Admin visibility on line items
  • Add a Premium
  • Complete Membership - test with attention to public and private line items
  • Renew Membership Admin
  • Renew Membership Front End
  • Edit Membership back end
  • Review Bookkeeping Report

Events

  • Event Creation
  • Add a Price set with line items of both Public and Admin visibility
  • Event Registration - test with attention to Public/Admin visibility
  • Event Confirmation

Price Sets

  • Add a new Price Set (Memberships)
  • Add a new Price Set (Contributions)
  • Add a new Price Set (Events)

Search

  • Find Contacts
  • Find Activities
  • Find Contributions
  • Find Memberships
  • Find Participants
  • Export above search Results

Mail

  • Create and Send CiviMail
  • Track Open
  • Track Links