Changes between Version 29 and Version 30 of CiviCRM HowTo Install

Timestamp:

11/18/14 10:51:22 (10 years ago)

Author:

Richard Bramley

Comment:

--

CiviCRM HowTo Install

@@ -23 +23 @@
 Run CiviCRM > Administration > 'Users and Permissions' > 'Synchronize contacts to users', to ensure that cid=1 is set to the site admin user.
 
-Then use the configuration checklist within the CiviCRM module.
+== Configuration Check List
 
-In 'Address settings', in both the address format boxes, shift the supplemental_address_1 field ABOVE the street_address field. Change 'contact.state_province' to 'contact.state_province_name'. In the 'address editing' section, turn off 'post code suffix', 'county', latitude, longitude, street address parsing.
+=== Localization
 
-In 'Display Preferences', under 'editing contacts', untick IM, OpenID and Website. Also untick 'Notify activity assignees'. In the 'contact dashboard' section, tick 'Assigned activities'.
+- Default Language: English UK
+- Default Currency: GBP
+- Available Currencies: GBP
+- Available Countries: UK
+- Available States: UK
+
+=== Organisation Address and Contact Info
+
+Enter something appropriate.  Make it witty, but not rude.
+
+=== Enable Components
+
+Enable CiviCase and CiviReport only.  Remove other components.
+
+=== Register your site
+
+Not likely
+
+=== Display Preferences
+
+==== Untick:
+
+- Editing Contacts > IM
+- Editing Contacts > Open ID
+- Editing Contacts > Website
+- Notify activity assignees
+
+==== Tick
+
+- Contact Dashboard > Assigned Activities
+
+=== Address Settings
+
+==== In Mailing Labels and Address Display:
+
+- Move supplemental_address_1 field ABOVE the street_address field.
+- Change 'contact.state_province' to 'contact.state_province_name'.
+
+==== Address Editing
+
+Turn off:
+
+- post code suffix
+- county
+- latitude
+- longitude
+- street address parsing.
+
+=== Mapping and Geocoding
+
+Move along
+
+=== Search Settings
+
+Keep Moving
+
+=== Misc
+
+Still nothing
+
+=== Contact Types
+
 
 In 'Outbound Mail' set the mail type to SMTP and the server to smtp.xuhl-tr.nhs.uk port 25. Authentication is not required.
 
-in Administer >> System Settings >> Enable Components, disable CiviContribute, CiviMail, CiviMember, CiviPledge, CiviEvent, CiviGrant and CiviCampaign. Enable CiviCase and CiviReport only.
+
 
 Change date and time representations to UK format using Administer >> Localization >> Date Formats.