{"id":783,"date":"2014-03-03T02:51:21","date_gmt":"2014-03-03T10:51:21","guid":{"rendered":"http:\/\/systemsolver.com\/StatlerBlog\/?p=783"},"modified":"2014-03-03T02:51:21","modified_gmt":"2014-03-03T10:51:21","slug":"virtual-box-linux-mint-drupal-and-civicase-part-6","status":"publish","type":"post","link":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/2014\/03\/03\/virtual-box-linux-mint-drupal-and-civicase-part-6\/","title":{"rendered":"Virtual Box, Linux Mint, Drupal and civiCASE &#8212; Part 6"},"content":{"rendered":"<p>Here we add special customizations to CiviCRM and CiviCase module<br \/>\n<!--more--><\/p>\n<h2>Preparing for import<\/h2>\n<h3>Contacts &#8212; create csv file<\/h3>\n<ul>\n<li>CiviCRM menu\/Contacts\/Import Contacts<\/li>\n<li>Separate contacts into files by Individual\/Household\/Organization<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\">EXAMPLE: If you are importing a mixture of Individuals who are &#8220;Students&#8221; and &#8220;Parents&#8221; and &#8220;Staff&#8221; subtypes, select &#8220;Individual&#8221; here AND include a column in your import file which contains the subtype for each row.<\/p>\n<p style=\"padding-left: 60px;\">If all records in the file belong to the same subtype, then select that subtype from the &#8220;Subtype&#8221; field. All records will be automatically assigned to that subtype. In this case you do NOT need to include a Subtype column in the file.<\/p>\n<ul>\n<li>Field separator<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\">Enter the character used to separate data columns in your import file. By default, the field will populate with the separator defined in your global settings. Common values include a comma, semicolon, or pipe character. To import a tab separated file, enter &#8220;tab&#8221; (without quotes) in the field.<\/p>\n<h3>Contact Activities<\/h3>\n<ul>\n<li>CiviCRM menu\/Contacts\/Import Activities<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Usernames and Passwords<\/h2>\n<h2>CiviCase Settings<\/h2>\n<h3>Contact types<\/h3>\n<h3>Contact groups<\/h3>\n<h3>Tags<\/h3>\n<h3>Custom fields<\/h3>\n<h3>Profiles<\/h3>\n<p>&nbsp;<\/p>\n<h2>Special Customization<\/h2>\n<h2>Contact Types<\/h2>\n<p>Add types specific to the firm (i.e. client, expert)<\/p>\n<h2>Outbound Email &#8212; settings failed, check further<\/h2>\n<h2>From Email Address Options &#8212;<\/h2>\n<h2>Organize your contacts<\/h2>\n<h3><a title=\"Virtual Box, Linux Mint, Drupal and civiCASE \u2014 Part 1\" href=\"http:\/\/systemsolver.com\/StatlerBlog\/index.php\/2014\/02\/27\/virtual-box-linux-mint-drupal-and-civicase-part-1\/\">\u00a0End &#8212; Click for Part 1<\/a><\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Here we add special customizations to CiviCRM and CiviCase module<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4,6],"tags":[],"class_list":["post-783","post","type-post","status-publish","format-standard","hentry","category-civicrm","category-general","category-linux"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/posts\/783","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/comments?post=783"}],"version-history":[{"count":0,"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/posts\/783\/revisions"}],"wp:attachment":[{"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/media?parent=783"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/categories?post=783"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/systemsolver.goodhealthyday.com\/StatlerBlog\/wp-json\/wp\/v2\/tags?post=783"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}