Uncategorized

This week I was dropped a kind note on LinkedIn about an outreach event I helped spur into action 9 years ago, back in 2016 at the California State Fair. Sometimes I do wonder about how lasting my efforts were in past endeavors. This helped out that notion. Here’s the note from Mark, a long-time

Following up on that USPS address API integration issue I hit recently…the fact is the integration needs to be updated to use the new USPS API or it will be a function that won’t be available anymore. Now either a larger organization using CiviCRM might go all in and help fund it or there’s a

Today I ran into a concerning issue: supporters had been submitting contributions—but their addresses were either not saved, or worse, wiped out entirely for existing contacts in CiviCRM. After a couple rounds of debugging, it turns out, it was tied to the USPS address validation integration in CiviCRM. These sites, on a CiviCRM multisite, had

This morning, I got a final warning from Freshdesk—my old support ticket system—telling me my free account would be suspended today unless I upgrade to a paid plan. To be fair, they gave me a little heads-up a couple months ago. And then followed it up with a 4-day reminder as these marketing sequences often

One of the things attending my 2nd ever CiviCRM sprint is you’re not quite sure what you’re going to work on. My first sprint in 2023 in the UK was a lot to take in but now I had a better feel for it. Sure I had some small items to knock out, like our

The CiviCRM menu has a lot going on — and according to the 2025 end user survey, it’s one of the most overwhelming parts of the system for new and even seasoned users. Let’s be honest here, it one of the key elements that has held CiviCRM back on the UI/UX front. The same menu

The blog has been quiet here — I’ve been focused on a couple of large projects, along with spending a few months hybrid-working in the EU. So we’re getting back to at least a weekly rhythm here to pique your curiosity and challenge some thoughts on what your CRM tool is all about. Of course,

I had two support experiences this week—both with WordPress tools I use that were a fascinating juxtaposition—and the contrast made me think a bit about how organizations are approaching being more efficient with AI. Hint: most are injecting some AI into their support but I do wonder how thoughtful is it being done? Let’s start

When it comes to getting CiviCRM support, there are typically three paths you could take: offload, augment, or learn it in house (aka: build up in-house expertise). Outsourcing This puts the work on someone else, outside of your organization. Offloading is pretty rare—usually expensive and you won’t get the full benefit of the system. Imagine