CiviCRM administrator training » History » Version 1
Jon Goldberg, 04/14/2021 04:22 PM
| 1 | 1 | Jon Goldberg | # CiviCRM administrator training |
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| 3 | ### Overview |
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| 4 | I conduct two CiviCRM trainings, each 2.5 hours long. The first is general use, for all users of CiviCRM. The second training covers tasks that only administrators will have to do. I generally schedule this training several weeks after launch so administrators have more familiarity with the system and their needs. |
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| 6 | ### Topics |
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| 7 | The administrator training is more tailored to the organization. Consider the following a partial "menu" of potential topics: |
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| 8 | * Deduping |
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| 9 | * Custom fields |
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| 10 | * Contact subtypes |
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| 11 | * Profiles |
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| 12 | * Customizing menus, option values (drop-downs), word replacements, greetings |
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| 13 | * CiviCRM extensions (e.g. CiviVolunteer) |
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| 14 | * Permissions |
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| 15 | * Automated replies/reminders |
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| 16 | * CiviEvent: Customizing settings, name badges, event templates |
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| 17 | * Discussing client-specific customizations |
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| 18 | * More advanced search flows - "display results as", search by relationship. |