Documentation

1.App Overview #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

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2.Use Cases #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

Yes No

3.Getting Started with CiviMobile #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

Yes No

4.Online vs. Offline Mode #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

Yes No

5.Calendar #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

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5.1.Filter Activities by Type #

Keep track of your schedules, to-do lists and due dates with CiviMobile graphic calendar to know exactly what’s coming up.

Filter button is located on the upper right of screen and allows selecting all or certain types of agenda issues (cases, activities or events) for display (Pic. 1).

 

Pic. 1 Calendar Filter

At the touch of any item on your agenda you’ll view further details: type, status, priority, participants and case (for activity).

 

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5.2.View your Calendar #

The calendar offers different views (Day / Week / Month) of your schedule. The weekly view appears on top of the screen with color indicators that mark the type of activity scheduled for the date (green square stands for events, yellow – activities, red- cases) (Pic. 2).

Pic. 2 Calendar Weekly View

Tap a specific date to quickly scroll down to the needed date and view a list of events/activities/cases sorted by time and date and marked with color indicators (Pic. 3).

Pic. 3 Calendar Daily ViewPic. 4 Calendar Monthly View

To change to the monthly view of the calendar (Pic. 4), touch the central bar (Pic. 3) below the calendar weekly view and swipe it down.

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6.Contacts #

Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

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6.1.Search for a Contact #

Get all your contacts in one place, within easy reach and in perfect order with CiviMobile app.

The search functionality is available from every page. You can find the search box at the top of each page. Type in the contact name. As you start typing a contact name or a company name, the app instantly provides relevant suggestions. If a record doesn’t directly start with the letters you type, but only contains them, the app will display the most relevant search results. From there you can tap on whichever result fits best what you were searching (Pic. 1).

Pic. 1 Contact Search

The app keeps recent searches in your history. Tap the search box to bring up recent contacts on the screen.

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6.2.View Contact Details #

The type of information displayed on the contact profile page is associated with an individual, organization or household. The profile of an individual contains such information as name, phone, email address, website, address, gender, birthday date. The organization profile includes the list of participants and address with the approximate location on the map.

Follow these steps to browse the details of a contact:

    • Select “Contacts” from the menu bar
    • Select the contact you want to view
    Pic. 2 Contact Profile Page

    You can make a call, send an email, view a calendar, contact’s relationships, memberships, contributions or note details directly from the profile page. Tap the phone icon next to the phone number or the envelope button next to the email address. Or use the icons below the profile picture to reach the contact, view the calendar and other details.

    Pic. 3 Contact Profile Icons

    The profiles allow viewing additional information by simply clicking Additional info button in the bottom middle of the contact profile (for ref. see section Add custom fields).

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6.3.Add a New Contact #

Follow these steps to add a new contact:

  • Select “Contacts” in the menu bar
  • Tap the “+” button in the upper right corner
  • Select the type of contact (individual, organization, household)
  • Fill out the required details
  • and tap the button in the upper right corner to save the profile (Pic. 4)
Pic. 4 Add New Contact

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6.4. Edit or Delete a Contact #

Follow these steps to edit or delete the contact profile:

  • Select “Contacts” from the menu bar
  • Find the necessary  contact in the contact panel or use search bar to find the contact
  • Select the contact that you want to edit
  • Change the contact details by tapping the “Edit” button located to the right of the display
  • Delete the contact profile by tapping the basket button at the bottom of the screen
Pic. 5 Profile Details

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6.5.Add or Edit Custom Fields #

View data that are related to the organization’s specific area of interest by clicking Additional info button on the bottom of the contact profile.

Click the Additional info button to access Custom Fields group screen with the contact’s language level, awards, high school graduation date or any other information that might be important to the organization. You may choose to change information in custom fields by clicking the Edit button next to the custom field. Then change the details.

Pic. 6 Additional Info

Custom fields are added in the web version of CiviMobile. Follow these steps to create custom fields:

  • Go to Administer > Customize Data and Screens > Custom Fields
  • Click Add Set of Custom Fields button to create custom fields group and fill in the required fields:

– Set Name – title of Custom Group;

– Used For – select Contacts type, because CiviMobile will use custom field for contacts only;

– Order – regulate the order of the custom groups displayed in the contact profile

  • After being redirected to Custom Field Set open Create Custom Field form by clicking the ‘Add Custom Field’ button and filling in the required fields:

– Field Label – title Custom Field; Data Field Type – select data types to be stored in the custom field (alphanumeric, integer, number, note, link and other);

– Input Field Type – select the type of data input (Text, Select, Checkbox, Radiobox)

– Database field length – maximum number of characters a user will be able to enter in the field;

– Order – the order of the Custom Field display in Custom Group;

  • Once you selected such Input Field Type as Select, Checkbox or Radiobox enter options to select from:
Pic. 7 Custom Field Configuration
  • Click ‘Save’ button and Custom Field will be created.
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    6.6.Assign Relationships #

    Track relationships between individuals, organizations in your database with CiviMobile Relationship functionality.

    Tap “More” button on the Menu tab bar of the contact profile to access relationships and view how the contact in question is related to other contacts from your database. The information displayed includes: the name and contact photo of a related individual or organization, type of relationships, and start/end date of the relationship.

    Follow these steps to assign relationships:

      • Tap “+” button in the top right of the Relationships screen (Pic. 8)
      • Add the required information: select Relationship Type out of the list*, enter Contact(s) into the search contact screen and add the start/end date (Pic. 9)

     

    Pic. 8 RelationshipsPic. 9 Create Relationship

    Tap More Options  (“…”) icon to edit, disable or delete the record

      *Relationship Type can be  added in the web version of CiviMobile.

    Follow these steps to create new relationship type:

      • Go to Administer > Customize Data and Screen > Relationship Type.
      • Tap Add Relationship Type button to create Relationship Type or Edit – to edit Relationship Type and More – to disable or delete Relationship Type.

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    6.7.Manage Groups #

    Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

    Yes No

    6.8.Tags #

    Make use of tags to segment the contacts and gather the data you need. Tags functionality will allow you to view, add and delete Tags for a contact.

    Follow these steps to access Tags:

    • Tap “More” button on the Menu tab bar of the contact profile
    • Select the Tags menu button and access the Tags list screen with two available sections: Tag Tree and Tag Sets (Pic. 15)
    Pic. 15 Tags Screen

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    6.9.Quick Notes #

    Take over the information overload, jot down or share some insights from recent events, appointments by adding, viewing or editing notes in CiviMobile.

    Follow these steps to access the notes:

    • Tap “More” button on the Menu tab bar of the contact profile
    • Select Notes menu button  (Pic. 19) You’ll see the basic info about the note: title, short description, contact name of a person who created a note and date.
    Pic.19 Notes Screen
    • Tap the selected note to view the Note details screen which include (Pic. 20): subject, author’s name (printed in blue allows access to the profiles, when in red – the access is restricted ), view mode (private or public), note.

    To edit or delete the note tap the Delete or Edit icon in the upper right corner.

    Pic.20 Note DetailsPic.21 Edit Note

    Follow these steps to create a note (Pic. 21):

    • Tap the “+” button in the upper right corner to access the Note screen
    • Fill in the required details: subject, privacy option selection (“None” button allows public view; “Author Only” allows only admin user to access view mode), note itself
    • Tap the save button

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    7. Memberships #

    Leider ist der Eintrag nur auf Amerikanisches Englisch verfügbar.

    Yes No

    8. Contributions #

    Monitor where the donations come from and track their history with CiviMobile Contributions functionality. You will see the whole picture of all annual transactions made by you or organization members since the first contribution.

    The information displayed includes: the financial type title, the date the contribution was received, amount, contribution status.

    Follow these steps to track contributions:

    • Tap “More” button on the Menu tab bar of the contact profile
    • Select Contributions menu button
    • View the Contributions list on the screen (Pic.1)
    Pic. 1 Contributions

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    9.Events #

    Turn events management into a hassle-free experience with CiviMobile app:

    • It provides a solution supporting events viewing, sharing, planning and registration. You’ll be able to check the venue location and invite to the event by email.
    • Use CiviMobile app to register for the event conveniently on your phone. Event Registration functionality also allows registering other contacts for the event.
    • CiviMobile delivers mobile optimized ticketing for the convenience of event organizers and participants.
    • See about every part of attendee management by reviewing the participant list for the event, statuses and optimizing the event check-in process with QR scanner functionality.

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    9.1.View Event Details #

    A list of all events created in the system, sorted by date, will be displayed on the Events List screen with two available sections: My Events, All events.

    Follow these steps to view the events details:

    • Select „Events“ on the lower tab of the menu bar panel to be navigated to the Event List Screen
    • Go to the All Events section to view the list of events created in the system with date and type specified.

    The „Filter“ button is located on the upper right of the Events List screen and allows selecting certain types of events for display based on the date and event type (conference, exhibition, fundraiser, meeting, performance, workshop) (Pic. 1)

    Pic. 1 Events List
    • Tap the selected event to be navigated to the Event Details screen. On the Event details screen you will see full description of the event with start/end date, address, venue, Google Map location, contact phone, contact e-mail, attached files. You may also use social media tabs to share the event or tap the event registration button.

    The My Events section displays the events the contact is registered for. The events are sorted by date with more details coming upon the tap on the specified event. The details include (Pic. 2): description, start/end date, participants, contact email, address, Google Map location, contact e-mail.

    Pic. 2 Event Details

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    9.2.Registration #

    Use CiviMobile app to register for the event conveniently on your phone. Event Registration functionality also allows registering other contacts for the event in CiviMobile

     

    A user will need Event Owner permission to be able to Register participants.

    Follow these steps to register for the event:

    • Navigate to the Event Details Screen (see View Event Details section)
    • Tap the event registration button to be redirected to the Event Registration screen 
    • The registration form is automatically populated with data (the contact first and last name, email)
    • Tap „Register“ to be redirected to the Successful Registration Screen

    Follow these steps to register participants for the event:

    • Go to the Participants section on the Event Details screen
    • Tap the contacts icon to view the Participants List page
    • Tap the “+” button in the upper right corner (assuming a user has corresponding permission) to be redirected to the Event Registration screen* (Pic 3).
    • Press the “+” button next to Contacts to navigate the Search Contact screen to select participants. The “+”  button next to Participant role and  Participant status assigns a role to participants (attendee, volunteer, host, speaker) and a status accordingly.
    Pic. 2 Event Registration

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    9.3.Ticket #

    CiviMobile delivers mobile optimized ticketing for the convenience of event organizers and participants. After the registration has been completed, the participant will receive a ticket with QR code for use at the event entrance. The event will now appear in the My Events section. 

    Follow these steps to view a ticket for the selected event (Pic. 5):

    • Tap the selected event to be navigated to the Event Details screen
    • Find the Ticket icon in the upper right corner of the screen to move to the Ticket screen.

    The Ticket screen will list off the following details: event name, participant’s full name, event start/end date, participant’s roles and status, fee, QR code.

    Pic. 3 Event Registration

    Pic. 5 Ticket View

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    9.4.Check-in participants #

    Follow these steps to review the list of registered contacts for the event (Pic. 6):

    • Select “Eventson the lower tab of the menu bar panel to be navigated to the Event List Screen
    • Go to the All Events/My Events section and select the required event to be redirected to the Event Details section
    • Access the Participants section which takes you to the Participants screen (available for users with permission to view the participants)
    Pic. 6 Participants

    Follow these steps to check-in the participants:

    • Tap QR icon in the upper right corner 
    • The phone switches to scanner mode
    • Check-in a participant by scanning their ticket (Pic. 7)
    • After a participant has been checked, the participant’s status check-box on the Participants list screen changes from Registered to Attended.

    Unchecked checkbox means a participant has not shown yet (status registered in database); checked and gray checkbox means that a participant is present already.

    Attended status check-box is editable (Pic. 8).

    Check-in screen is available for the event owner only. It allows keeping track of participants attendance. A user will also need Event Owner permission to change the status of the participants on the Participants list screen of the registered event (Pic. 6).

     

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    10.Activities #

    Use Activities to generate, edit and view all the actions you perform when interacting with the organization members, partners or contributors. The CiviMobile screen for Activities helps to keep the list of tasks organized not to miss out on any of them. 

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    10.1.View Activity List #

    Follow these steps to view the list of events:

    • Select “Activitieson the lower tab of the menu bar panel to be navigated to the Activities List Screen 

    The Activities list screen displays a list of activities along with the associated data (action to be taken, name, time and date, status) and allows the user to process and manage activities. The records are organized with respect to the activity start date, the nearest will be the first in the list (Pic. 1)

    • Tap an activity filter option located on the upper right of the Activities List screen to select certain activities for display based on the date, status, role (responsible, performer etc.), type (booking, contribution, conference, change membership status, change registration, email, etc.)(Pic. 2) 

     

    Pic.1 Activities ListPic.2 Filter

    The system default is to show all activities. 

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    10.2.View Activity Details #

    From the Activities List Screen expands further to give you a clear picture of all the essential details related to the specific activity.  

    Follow these steps to view the activity details (Pic. 3):

    • Navigate to the Activity List Screen by tapping Activitieson the lower tab of the menu bar panel
    • Select the required activity from the list to be redirected to the Activity Details Screen
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    Pic. 3 Activity Details

    Tapping the specific activity, gives you the following details based on the activity type: 

    • name, 
    • date and time, 
    • activity type, 
    • status, 
    • priority, 
    • performer, 
    • creator, 
    • responsible one, 
    • details, 
    • duration. 

    The activity details are editable and can be accessed from the Activity details screen upon a tap on the pencil icon in the upper right corner (Pic. 4).

    Pic. 4 Edit Activity

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    10.3.Create New Activity #

    Follow these steps to create a new activity (Pic. 5):

    • Select „Activities“ in the main menu bar 
    • Tap the „+“ button in the upper right corner
    • Fill in the details (name, date and time, activity type, status, priority, performer, creator, responsible one, details, duration)
    • Tap the save button located in the upper right corner.

     

    Pic. 5 Create Activity

    Activity types are added in the web version of CiviMobile. Follow these steps to add activity types:

    • Go to Administer => Customize Data and Screens => Activity Types
    • Click Add Activity Type button and fill in the required fields:
    Pic. 5 Create Activity

    Yes No

    11.Cases #

    Get a big picture by viewing the activities not as separate tasks but as a series of related interactions within cases. When a sequence of activities relate to the over-arching subject of your interactions with the organization members, partners or contributors, make use of cases to better manage the workflow, distribute case-related tasks and coordinate activities. 

     

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    11.1.View Case List #

    Follow these steps to review the list of cases:

    • Select “Caseson the lower tab of the menu bar panel to be navigated to the Cases List Screen

    The Cases list screen displays a list of cases along with the associated data (name, date, status). The records are organized with respect to the activity start date, the nearest will be the first in the list (Pic. 1).

    • Tap a case filter option located on the upper right of the Cases List screen to select specific cases for display based on the case name, date, role or type (Pic. 2).  

    The system default is to show all activities. 

    Pic. 1 Cases ListPic. 2 Filter

    Yes No

    11.2.View Case Details #

    The activities details are displayed in a list under the over-arching subject-related case details.

    Follow these steps to view the case details (Pic. 3):

    • Select „Cases“ from the main menu bar to view the Cases List Screen
    • Tap the required case from the list to be redirected to the Case Details Screen.
    Pic. 5 Case Details

    The Case Details screen expands to include several sections:

      1. Information about the case consists of such fields:
        • case name;
        • date
        • case type;
        • status
      2. The Activities section lists all case-related activities with basic information:
        • activity type
        • activity name
        • date and time
        • status

    Select the required activity to view all necessary details or tap the add button in the Activities section field to create new activity within the case.

    • The Participants section includes a list of participants with assigned roles.

     

    Select the contact to view the contact profile details (phone, email, address, calendar) or tap the add button in the Participants section field to assign role and contact to the case

    Cases are created or edited in the web version of CiviMobile.

    Follow these steps to create or edit new case:

    • Go to Administer > CiviCase > Case Types
    Pic. 6 New Case Type
    • Click Edit button or New Case Type button and fill in the required fields
    Pic. 7 Case Type

    Case Rolesselect the roles you wish to be included from the „Add role“ drop-down shown below the listing of roles or  create a new custom role by clicking the drop-down and typing the name of the new role into the field. You may also mark one of the roles as „Assign to Creator“ or  Is Manager.

    Pic. 8 Roles

    Actitvity Types – navigate to the ‚Activity Types‘ tab and create a list of custom activity types (phone call, email, meeting, follow up) that users might want to add to  the case. 

    Use the ‚Max Instances‚ element to specify the number of times a certain activity type can be used in a case. 

    Pic. 9 Activity Type

    Standard Timeline –  is a standardised workflow for a case type. It starts with a predefined activity (Open Case) then select/ create an activity using the drop-down list. Activities are scheduled using the ‚Reference‘ and ‚Offset‘ fields and relative to the date the case is opended.  Select any activity in the case type as a reference which activates an additional activity. You can use the „end date“ of a case (i.e the final defined activity) as your reference and use negative offset values to schedule activities as in the example.

    Pic. 10 Standard Timeline

    The ‚Select‘ option is used when there are multiple instances of the reference activity type and it allows you to select whether the oldest or most recent instance of the reference activity should be used.

    Yes No