Difference between revisions of "CiviCRM"
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<li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | <li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | ||
<li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' | <li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' | ||
| − | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] | + | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] I was unable to get CiviCRM to use Google's smtp.gmail.com server, nor relay-smtp.gmail.com, even with an IP address whitelisted. This is because Digital Ocean is still dropping all outbound SMTP traffic at their firewall (telnet doesn't even connect). Somehow, if I smarthost it through [[Postfix]] it actually works. I want to use Google for delivery because using <code>mail()</code> from an IP at Digital Ocean will result in mail being flagged as spam or silently dropped by several major providers (e.g. Yahoo, Microsoft). Besides, if I'm '''paying''' for GAFYD, then I want to actually '''use''' it! Google IS pretty well known for their email delivery capability! |
<li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | <li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | ||
</ol> | </ol> | ||
