Here we add special customizations to CiviCRM and CiviCase module
Contents
Preparing for import
Contacts — create csv file
- CiviCRM menu/Contacts/Import Contacts
- Separate contacts into files by Individual/Household/Organization
EXAMPLE: If you are importing a mixture of Individuals who are “Students” and “Parents” and “Staff” subtypes, select “Individual” here AND include a column in your import file which contains the subtype for each row.
If all records in the file belong to the same subtype, then select that subtype from the “Subtype” field. All records will be automatically assigned to that subtype. In this case you do NOT need to include a Subtype column in the file.
- Field separator
Enter the character used to separate data columns in your import file. By default, the field will populate with the separator defined in your global settings. Common values include a comma, semicolon, or pipe character. To import a tab separated file, enter “tab” (without quotes) in the field.
Contact Activities
- CiviCRM menu/Contacts/Import Activities
Usernames and Passwords
CiviCase Settings
Contact types
Contact groups
Tags
Custom fields
Profiles
Special Customization
Contact Types
Add types specific to the firm (i.e. client, expert)