Documentation

CiviMobile App allows CiviCRM users to have the best nonprofit CRM within arm’s reach at all times. Accessed through an icon on the smartphone, it empowers nonprofit employees with wide functionality while keeping all data in one place.

Installing CiviMobile App means going mobile without losing a firm grip with the CiviCRM database; keeping up with contacts, events, etc. without endless notetaking; keeping the personal touch with constituents without getting too pushy. When doing fieldwork or having face-to-face interactions outside the office, just reach out to your pocket and add or edit details to your contacts, events, cases, memberships and contributions, subscribe to an event or update yourself on latest news and changes.

Made more accessible with CiviMobile app, CiviCRM extends its functionality to mobile teams, ensures that employees stay in tune with updates, have an event coordination tool at hand and opportunity to handle internal processes or forge deeper relationships with contacts, fundraisers and prospects all the time.

CiviMobile offers rich CiviCRM experience on the phone. This includes:

• generating new contacts with just one touch of your fingertip, organizing them, updating their personal data, tracking their relationships with other constituents;
• viewing any additional relevant information about contacts in custom fields configured in CiviCRM;
• scheduling appointments, creating tasks, having an immediate access to created cases, assigned activities or subscribed events in Calendar;
• tracking all contributions, event payments, donations from third parties, and membership fees while filtering them by date and time;
• viewing and renewing your membership status;
• searching through and registering to events right away; checking event details and sharing them just in one click;
• registering and tracking participants to events, sending or scanning tickets at the entrance;
• applying adjustable filters and sorting;
• configuring the app to required needs and preferences.

CiviMobile keeps all data protected against any unauthorized use and server-side attacks. It’s achieved with data encryption, secure log-in process, strong user authentication and authorization. All private data are kept safe during Server data transfer as CiviMobile extension uses CiviMobile REST API to connect to CiviCRM. One may also manage permission rights and keep data on the server to distribute roles and achieve higher security accordingly.

The CiviMobile app use cases vary with the type of nonprofit organization, size, activities, funding, etc. To better understand the benefits consider the list of some essential use cases:

• Create or update contacts on the spot. Tracking organization membership is just one of many activities an employee is involved in. Daily they send out numerous emails, call random houses, meet with prospects or supporters, host fundraising events in search of new members and donations. No wonder that the capability of adding contacts to the CiviCRM database on the go takes a load off the shoulders. Plus, it’s not like organization members can always answer the phone, have access to their emails or carry notebooks or laptops wherever they go. What if they get distracted at the workplace and the need to move the contact from the notebook to the database simply escapes their memory? CiviMobile allows adding contact information and creating profiles the moment the contacts are made.
  

• Facilitate communication. Once the account is created, it offers the contacts a personalized experience, while employees get a chance to manage the organization constituents more efficiently. Suppose one of the employees attended a fundraising event where they made new contacts or found supporters. The profile can be created on the go and with all required information. For better management the contacts can be grouped or marked with tags, while specific information jotted down in CiviMobile Notes. This way all required information is readily available to constituents next time the appointment with the contact is on. Push notifications will serve as a reminder.

• Manage tasks efficiently. Nonprofit employees spend their working days interacting with contacts and completing other mission-oriented tasks both inside and outside the offices. Consider the scenario when you as an employee have an appointment with a contact but you seem to have lost your way or maybe you are running late. You may not have contact information in your phone contact book or a note with a phone number in your pocket but definitely in CiviMobile app. Build a route to your destination in one click or call the client, the choice is yours. With CiviMobile no way contact information drops out of sight lost somewhere among private contacts.    

• Optimize collaboration between geographically dispersed constituents. An organization development staff, volunteer coordinator or fundraising manager might work in different branches across the country or outside especially when the organization goes global, expands its nonprofit’s offerings to another country or merges with another nonprofit. In cases like these, staff members still get to access the same real-time data on the go, irrespective of their whereabouts. Say the field organizer is currently running some local/international outreach program or GOTV programs door-to-door, an on-the-go access to schedule and real-time updates on case activities made by coworkers from other branches might be essential.   

• Keep your contacts in the loop. Organization officers heavily depend on the ability to monitor calls or notifications, set up an appointment or schedule a call at speed and on the road. To give an example, the treasury officer who oversees the financial responsibilities of the organization creates an activity associated with financial planning and adds other members to the activity by setting the time and date of the meeting with the required details. Assuming the treasurer is leaving for the conference and the financial planning is a burning issue that can’t be scheduled for a later date. The treasurer then reschedules the activity for the earliest possible date before the trip. With the app installed on the smartphone, the colleagues are most likely to instantly catch up on the rescheduled meet-up. What’s more, the treasurer might add an activity to the case and monitor the status of activities within the case.  

• Coordinate stress-free events. When an organization hosts an event, CiviMobile supports event coordination. To illustrate, a nonprofit plans an event dedicated to the discussion with nonprofit leaders the opportunities and implications of artificial intelligence in the nonprofit space. Employees responsible for event coordination use CiviMobile to add all members of the event and ensure the payments have been submitted by using a QR scanner to identify the unique QR code. CiviMobile provides opportunities for volunteers to coordinate events on-site with ease. Let’s say an organization sets out to host a forum to discuss how new and accounting and auditing standards will impact not-for-profit entities. Volunteers will use CiviMobile app to manage the flow of attendees by checking-in participants, tapping the participants’ profiles, checking their statuses and roles, giving directions or showing them to their seats.

• Acquire new members. Nonprofits rely heavily on donations. Suppose a person or company wants to make a monetary donation to help the diseased, support people in need, etc. Yet they may have no idea that your nonprofit even exists. When the branded app is available on the app store, people searching via the app store to find places nearby can find or recognize you and choose your charity to support. CiviMobile Public Area and News feed fit the purpose equally well.  No need to have a CiviCRM account or membership in the organization to be able to register for public events, learn more about organization initiatives. Gradually common values are being shared, common goals developed, strong tiess built and new membership acquired.

Before you start using CiviMobile to optimize internal processes and enhance communication channels with organization constituents, few fundamental steps should be taken:

• have CiviCRM downloaded from CiviCRM.org and installed on your CMS platform;
• install CiviMobile API extension and CiviMobile app (see 3.1);
• allocate required permissions (see 3.2).

CiviMobile installation process is easy and requires no professional help. The guide below will provide you with step-by-step instructions.

Step 1. Install an API extension:

• Go to the CiviCRM administration panel
• Select Administer > System Settings > Extension
• Navigate to the Add new tab
• Click “Download” for CiviMobileAPI extension
• Click “Enable” button

Step 2. Install CiviMobile app into your smartphone from App Store or Google Play Market

Step 3. Open the app on your smartphone and enter your CiviCRM website URL – a URL you enter to access your CiviCRM system or scan QR Code in the bottom-right corner of CiviCRM website.
Unauthenticated users may create their accounts in CiviCRM, if allowed by admin.

A launch screen will appear for first-time users providing detailed instructions and visual presentation of the steps required to start the app.

Next time you open the app the login page will be skipped unless you log out of the app. To protect your CiviCRM data CiviMobile supports PIN Code lock.

To grant or restrict permissions for authenticated and anonymous users or other user roles , settings must be configured in CMS.

Admin may allow user registration from CiviMobile app by checking the related box in CMS in Account settings.

ACL permissions distribution is required to control user access to CiviCRM data. When ACL permissions are distributed, an admin will control the operations (access/create/view/add/edit/delete/disable) certain users (authenticated user, anonymous user, administrator, etc ) will perform on specific set of data ( Contacts,     Activities, Cases,  Activities in cases, Events,  Participants,  Relationships,   Memberships, Contributions etc.)

For example, anonymous users can view only their contacts, while administrator will  view any contact in the CiviCRM database, export contact info and perform activities such as send email, phone call, etc.

To verify that appropriate permissions have been set in CiviCRM, go to the Permissions page

 

 

Have access to data anytime and from any place as CiviMobile app can run in online and offline mode. Contrary to CiviCRM web version, CiviMobile is an native mobile application which performs faster on a smartphone, more efficiently and works independently of the web.

When online, you are directly connected to CiviCRM database with unlimited access to real-time data. The app will also store data in your mobile device.

CiviMobile can be used offline. So when the field agents work outside the office interacting with potential constituents, supervising the volunteers’ work done on-site, assigning duties to field staff, visiting contacts that are not available through direct mail, e-mail and the Internet, etc. they still have access to all CiviCRM data.

When offline, you are still able to access and work with your data, make changes (e.g. add and update contacts, activities, events, memberships, relationships). When an internet connection resumes, mobile and WEB version will be synchronized and all changes you made will be reflected in your WEB version.

Make sure to receive the most up-to-date information with CiviMobile push notifications. Pop-up messages will appear on screen of the mobile device with reminders and updates about user-related activities in CiviCRM system. Such activities will include creating cases, editing activities in cases, participants for events, adding new roles, etc. The alerts pop up even when the app isn’t running or is set in the background.

To opt-in for push notifications users need to accept app request for push permission (pic1), while admin will activate push notifications in CiviCRM system.

Follow these steps to activate push notifications in CiviCRM:

• Go to user profile or create one on https://civimobile.org/partner
• Click the eye-shaped icon to copy a unique key that identifies your CiviCRM (click Add New button to add domain of other CiviCRM websites you operate and view a unique key for each)
• Enter the key server on CiviMobileAPI Setting Page of your CiviCRM

CiviMobile brings news updates from your organization website straight to the app users. Once CiviMobile feed reader is activated, users won’t have to repeatedly check the website for the latest updates. CiviMobile will provide continuous real-time updates.

News updates will be displayed as RSS news feed with news items presented in order from newest to oldest. Text title and description, image, publishing date and author’s name – if available in RSS feed – will accompany each  item from the list.

CiviMobile news feed reader is enabled on CiviCRM Web version.  Follow these steps to enable the functionality for registered users:

• Go to Administer -> CiviMobileAPI Settings
• Check the box Show News on CiviMobileAPI Settings page
• Add News RSS feed URL

To activate news in Public area refer to the appropriate section of the Guide

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

The „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. 7.1.1).

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

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. 7.2.1).

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. 7.2.3).

To change to the monthly view of the calendar (Pic. 7.2.4), touch the central bar (Pic. 7.2.3) below the calendar weekly view and swipe it down.

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. 8.1.1).

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

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

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.

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).

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
• Tap the button in the upper right corner to save the profile (Pic. 4)

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  “Edit” button located to the right of the display
• Delete the contact profile by tapping the basket button at the bottom of the screen

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 „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 „Edit“ button next to the custom field. Then change the details.

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 „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:

• Click „Save“ button and the custom field will be created.

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. 8.6.1)
• 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. 8.6.2)

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.

Organize contacts in groups to manage them easily. With Groups functionality you’ll streamline such daily tasks as setting up access rights, sharing files, sending emails or invitations to members of the same group, making instant calls.

Follow these steps to access Groups:

• Tap „More“ button on the Menu tab bar of the contact profile
• Select the Groups menu tab and access the Groups list screen with three available sections: Actual, Past and Smart Groups.

The Actual Groups section displays the list of groups the contact is currently a member

The Past Groups section gives information about the list of groups the contact is no longer a member

The Smart Groups section is configured to automatically add contacts that share specific common characteristics.

• Tap More Options („…“) icon that opens a pop-up window with the following options:

– Remove (a contact will be removed from the selected group and the group will move to the Past groups section )or Delete (a contact will be removed from the selected group and the group – deleted from the group list) for Actual Groups;

– Rejoin (a contact will be included into the selected group and the group added to the Actual groups section) or Delete for Past Groups (the selected group will be deleted from the group list)

Follow these steps to add a contact to the group:

• Tap „+“ button in the upper right corner to access the Groups screen
• Search for the required group by typing the group name in the Find groups field
• Select the group or groups from a set of checkboxes
• Tap „Add“ button

Use the web version to add a new group to the group list.

To create additional group types go to Administer > System Settings > Option Groups > Add New Option Group.

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. 8.8.1)

Tag tree serves to group the tags, while the relationship between a Tag set and Tag tree is that of a generic term and a specific instance of it. For example, tag set categorizes the type of organization (i.e educational, religious, instructional/training, health services, scientific research, professional association etc) , whereas the tag tree suggests whether it’s a state-owned entity or a regular enterprise, donor or volunteer, etc.Follow these steps to add Tags to Tag Tree or Tag Sets section to the contact:

• Tap the „+“ button next to the Tag Tree or Tag Set
• Select the tag (s) from a set of checkboxes
• Tap „Add“ button to move tags to the Tag Tree section or the selected Tag Set in the list of tags.

The „X“ icon, located next to each tag, removes the tag from the list of tags related to a particular contact. Tags can be created in the web version of CiviMobile. Follow these steps to add tags:

• Navigate to Contacts > New Tag in the main menu.
• Click on the required tag from the list of existing tags to delete it if need be
• Click „Add Tag“ button to open the New Tag window
• Fill in the required fields (select „Contacts“ in the field „Used for“ only) (Pic. 8.8.3)

Tags can be grouped in tag sets (i.e People Care About tag set might contain the tags „affordable housing“, „racial justice“, or „water quality“)

Follow these steps to add tag sets:

• Go to Contacts > New Tag in the main menu (Pic. 8.8.4)
• Click the „+“ button in the upper left corner to open the New Tag Set window
• Fill in the required fields (select „Contacts“ in the field “Used for” only)
• Add tags to the tag set.

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. 8.9.1) You’ll see the basic info about the note: title, short description, contact name of a person who created a note and date.

• Tap the selected note to view the Note details screen which includes (Pic. 8.9.2): 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 „Delete“ or „Edit“ icon in the upper right corner.

Follow these steps to create a note (Pic. 8.9.1):

• 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 „Save“ button.

Keep up with your membership statuses and membership statuses of your contacts with CiviMobile app.

Follow these steps to check your membership status or membership due dates of your contacts:

• Tap „More“ button on the Menu tab bar of the contact profile
• Select „Memberships“ menu button (Pic. 9.1)

The information displayed includes: Membership Type (general (regular), student, honorary members etc)*, start/end date of the membership, membership fee, submission date and payment method.

Once the membership is about to expire, renew it in one tap „Renew“ button. *Membership records and types are added in the web version of CiviMobile.

Follow these steps to create new Membership record:

• Go to Memberships > New Membership

To set up additional membership types follow these steps:

• Go to Administer > CiviMember > Membership Types
• Select „Add Membership Type“ (Pic. 9.3)

You can cancel or edit membership by searching for a particular contact and then clicking on the Membership tab. You can now edit or delete the record.

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.10.1)

The All Contributions section displays the following information:

• Type of financial contribution;
• The date the contribution was received;
• The amount submitted
• Contribution status

Tap „Summary“ button to find two tabs, giving information about contributions made in the current calendar year (Current tab) and for the whole period (Total tab) (Pic. 10.2).

The information displayed includes:

• Amount – amount of contributions with status Completed
• Average amount – average amount of contributions with status Completed
• Completed – contribution totals with status completed

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.

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. 11.1.1)

• 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. 11.1.2): description, start/end date, participants, contact email, address, Google Map location, contact e-mail.

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 11.2.1).
• 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.

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. 11.3.1):

• 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.

Follow these steps to review the list of registered contacts for the event (Pic. 11.4.1):

• Select “Events” on 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)

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
  
• 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. 

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.

 

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.

Follow these steps to view the list of events:

• Select “Activities” on 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. 12.1.1). 

• 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. 12.1.2) 

The system default is to show all activities. 

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. 12.2.1):

• Navigate to the Activity List Screen by tapping “Activities” on the lower tab of the menu bar panel
• Select the required activity from the list to be redirected to the Activity Details Screen

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. 12.2.2).

Follow these steps to create a new activity (Pic. 12.3.1):

• 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.

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:

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. 

 

Follow these steps to review the list of cases:

• Select “Cases” on 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. 13.1.1).

• 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. 13.1.2).

The system default is to show all activities. 

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. 13.2.1):

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

The Case Details screen expands to include several sections:

1. 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.

   3. 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 „Add“ button in the Participants section field to assign a 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

• Click „Edit“ button or „New Case Type“ button and fill in the required fields

– Case Roles – select the roles you wish to be included from „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„.

– 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.

–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.

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.

CiviMobile supports unergistered users. Those users who have no access to CiviCRM will use CiviMobile to view all public events, register for selected ones and read organization news.

Follow these steps to activate public area:

• Go to Administer -> CiviMobileAPI Settings
• Check the box Enable CiviMobile for Anonymous Users

When public area is activated by admin, unregistered users will be able to view and register for events which are marked as public.

All available events will show up on public view. Upon the tap on the specified event the user will see the event details: description, start/end date, participants, contact email, address, Google map location. The public area functionality allows registering for the selected events. 

After the form has been filled and registration completed, the participant will receive a ticket with QR code for use at the event entrance. 

Follow these steps to activate public events:

• Go to Administer -> CiviMobileAPI Settings
• Check the box Enable CiviMobile for Anonymous Users
• Check the box Show Events in Public Area

Public News feed opens access for unregistered users to a stream of the latest updates organization is willing to share. User will see a list of news which includes: text title and description, image, publishing date and author’s name.

News public access is enabled on CiviCRM Web version.  Follow these steps to enable the functionality:

• Go to Administer -> CiviMobileAPI Settings
• Check the box Show News in Public Area on CiviMobileAPI Settings
• Add News RSS feed URL

When connection to the server is established while public access to events and news allowed, user will be able to navigate between two separate sections: Public Events and News by tapping the ‘Events’ or ‘News’ icons at the bottom tab.