gcpower / com.megaphonetech.entitytemplates

A CiviCRM extension that allows you to create templates for Contacts and Contributions.

Entity Template

com.megaphonetech.entitytemplates

Overview

This extension allows you to create templates for Contacts and Contributions.

Templates will pre-fill your "New Individual", "New Organization", and/or "New Contribution" screens with values you've pre-selected. This includes custom fields and tags/groups. Perhaps you have a regularly scheduled event that brings in new constituents that need the same "Source" field and are tagged/grouped the same way - this will cut down on repetitive data entry.

Installation

Follow the instructions to install extensions manually in the CiviCRM documentation.

Using

Documentation for this extension is available on the CiviCRM documentation site.

This extension is developed and maintained by Megaphone Technology Consulting. This extension has been sponsored by the Armenian General Benevolent Union.