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CiviCRM 102 training topics¶
The second administrator training is more tailored to your specific needs and questions. Please bring your own questions, but here is a list of some issues that are commonly covered:
- Deduping
- Custom fields
- Contact subtypes
- Profiles
- Customizing menus, option values (drop-downs), word replacements, greetings
- CiviCRM extensions (e.g. CiviDiscount, CiviRules, Contact Layout Editor)
- Permissions
- CiviEvent: Customizing settings, name badges, event templates
- Discussing client-specific customizations
- More advanced search flows - "display results as", search by relationship.
- Search Kit
- Form Builder
Updated by Jon Goldberg about 2 years ago · 2 revisions