Many non-profit organisations need to interact with their constituents. Some have staff that only requires access to CiviCRM for limited procedures. Either way, there are many reasons for enabling constituents, volunteers or staff to access data that are stored in CiviCRM while not requiring the full extend of its functionality. A portal like the one you are reading on now, shows examples how this can be done.
FYI: any data in CiviCRM can quite easily be added to portals like this. We intend to give you an impression of possibilities, not a 'finished and ready-to-go' set of functionality for the given processes.
Become a member
In this Demo you can expect the following actions:
- sign up as a member and choose how you would like to pay
- you will receive a login in your email
- your membership details will appear: payment details, type of membership
- membership advantages: eg. sign up with discount for events
- allowed to vote
- have access to the list of other members
- ...... user stories nog bedenken
Debt counseling staff-member
Take a guided tour to see how a debt counseling staff-member manages their caseload:
- adds client-data and their support requests
- manage the support process
- close and evaluate each request
Login with:
- Username: aisling.ashkettle@civicoop.org
- Password: !Debtcounseling321