Administer your CiviCRM site using the links on this page. Click
for descriptions of the options in each section.
Customize Data and Screens Customize Data and Screens
Tags (Categories) Tags are useful for segmenting the contacts in your database into categories (e.g. Staff Member, Donor, Volunteer, etc.). Create and edit available tags here. Custom Data Configure custom fields to collect and store custom data which is not included in the standard CiviCRM forms. Profiles Profiles allow you to aggregate groups of fields and include them in your site as input forms, contact display pages, and search and listings features. Activity Types CiviCRM has several built-in activity types (meetings, phone calls, emails sent). Track other types of interactions by creating custom activity types here. Relationship Types Contacts can be linked to each other through Relationships (e.g. Spouse, Employer, etc.). Define the types of relationships you want to record here. Contact Types Gender Options Options for assigning gender to individual contacts (e.g. Male, Female, Other). Individual Prefixes (Ms, Mr...) Options for individual contact prefixes (e.g. Ms., Mr., Dr. etc.). Individual Suffixes (Jr, Sr...) Options for individual contact suffixes (e.g. Jr., Sr. etc.). Location Types (Home, Work...) Options for categorizing contact addresses and phone numbers (e.g. Home, Work, Billing, etc.). Website Types Options for assigning website types to contacts. Instant Messenger Services List of IM services which can be used when recording screen-names for contacts. Mobile Phone Providers List of mobile phone providers which can be assigned when recording contact phone numbers. Phone Type Options for assigning phone type to contacts (e.g Phone,
Mobile, Fax, Pager) Display Preferences Search Preferences Add or remove menu items, and modify the order of items on the navigation menu. Word Replacements Word Replacements. Manage Custom Searches Developers and accidental techies with a bit of PHP and SQL knowledge can create new search forms to handle specific search and reporting needs which aren't covered by the built-in Advanced Search and Search Builder features.
Users and Permissions Users and Permissions
System Settings System Settings
Personal Campaign Pages View and manage existing personal campaign pages. Manage Contribution Pages CiviContribute allows you to create and maintain any number of Online Contribution Pages. You can create different pages for different programs or campaigns - and customize text, amounts, types of information collected from contributors, etc. Manage Premiums CiviContribute allows you to configure any number of Premiums which can be offered to contributors as incentives / thank-you gifts. Define the premiums you want to offer here. Financial Types Formerly civicrm_contribution_type merged into this table in 4.1 Financial Accounts Financial types are used to categorize contributions for reporting and accounting purposes. These are also referred to as Funds. Payment Methods You may choose to record the payment instrument used for each contribution. Common payment methods are installed by default (e.g. Check, Cash, Credit Card...). If your site requires additional payment methods, add them here. Accepted Credit Cards Credit card options that will be offered to contributors using your Online Contribution pages. Soft Credit Types Soft Credit Types that will be offered to contributors during soft credit contribution CiviContribute Component Settings Configure global CiviContribute behaviors.
CiviMember Component Settings Configure global CiviMember behaviors. Membership Types Define the types of memberships you want to offer. For each type, you can specify a 'name' (Gold Member, Honor Society Member...), a description, duration, and a minimum fee. Membership Status Rules Status 'rules' define the current status for a membership based on that membership's start and end dates. You can adjust the default status options and rules as needed to meet your needs.
CiviEvent Component Settings Configure global CiviEvent behaviors. Event Name Badge Layouts Configure name badge layouts for event participants, including logos and what data to include on the badge. Manage Events Create and edit event configuration including times, locations, online registration forms, and fees. Links for iCal and RSS syndication. Event Templates Administrators can create Event Templates - which are basically master event records pre-filled with default values Event Types Use Event Types to categorize your events. Event feeds can be filtered by Event Type and participant searches can use Event Type as a criteria. Participant Status Define statuses for event participants here (e.g. Registered, Attended, Cancelled...). You can then assign statuses and search for participants by status. Participant Role Define participant roles for events here (e.g. Attendee, Host, Speaker...). You can then assign roles and search for participants by role. Participant Listing Templates Template to control participant listing display. Conference Slot Labels Define conference slots and labels.