- CiviCRM Cookbook
- Tony Horrocks
- 82字
- 2021-08-20 16:56:59
Chapter 2. Organizing Data Efficiently
In this chapter we will cover:
- Adding contact types
- Adding a time-limited relationship
- Using tag sets to quickly organize data
- Using tags and groups to segment data
- Changing option lists
- Creating and updating a smart group
- Using Google Refine to prepare data
- Importing into CiviCRM using an import script
- Using external identifier deduping rules to import contacts
- Using Google Refine to create a unique ID
- Importing relationship data
- Exporting related data
- Batch updating using profiles
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