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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 over 1 year ago · 2 revisions