kurund.jalmi's blog

Recently we successfully upgraded one of our client CiviCRM install from v2.1 to v3.1.2. Over all I was pretty happy with the CiviCRM upgrade process considering client's db was in bad shape. This client is one of the early adopters of CiviCRM, ( since v1.8 ) that made things bit worse.

Few things you should remember before starting upgrade:

1. Backup your working CiviCRM database

It was very challenging to work on 3.0 feature set and my team worked really hard to ensure release was as per schedule. Now that CiviCRM v3.0 alpha1 is out, I can shed some light on my favorite features in 3.0

Usability

* Navigation Menu, I bet this will help to reduce number of clicks needed to navigate inside CiviCRM.

* “Create New” (Shortcuts select) and “Recently Viewed” blocks ( shows recently modified / viewed objects)

NTEN recently released the results of a CRM satisfaction survey they did a few months ago. It was a pleasure to receive the CiviCRM report card. We had never done a survey of our users, so this was good feedback and a big morale boost to the entire team. Some highlights of the CRM survey with regard to the survey are listed below: I've borrowed liberally from Geilhufe's forum post on this topic.