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Author

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1		-XWiki.mollydb
	1	+XWiki.pmasson

Content

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	1	+== Affiliate Lead Conversion ==
	2	+
	3	+Once a lead for the OSI Affiliate Program has been identified, please undertake the following steps;
	4	+
	5	+1. Before adding any new information (individuals or organizations), please review the table below as we may already have contacts with the person or organization.
	6	+1. Create a "Contact" in CiviCRM.
	7	+11. Log into CiviCM ([[https:~~/~~/opensource.org/user/>>url:https://opensource.org/user/]])
	8	+You will need your OSI Drupal account credentials
	9	+11. Before creating a new contact for the organization, or the person you are working with from the organization, please search to see if an existing record exists. Individuals may have multiple relationships with the OSI. For example, they may be an Individual Member, and then later reach our as part of a potential Affiliate Member.
	10	+You may enter the email, or name for the individual in the "Search" field at the top of the CiviCRM page.
	11	+You may enter the name of the organization in the "Search" field at the top of the CiviCRM page.
	12	+111. If a record already exists for the individual, please update it with any information related to the organization they are representing. For example, your contact may have a personal email for their Individual Membership, but use their organizational email for Affiliate Member related communications.
	13	+1111. Also, please create a "Relationship" between the individual and the organization.
	14	+11111. To create a relationship, co to the individual's record.
	15	+11111. Select the "Relationship" tab.
	16	+11111. Click "Add Relationship" button.
	17	+11111. Choose "Relationship Type" ("Employee of" or "Volunteer is").
	18	+11111. Add "Contact(s)"~-~-this may update with the organization's name if an existing contact if already in CiviCRM.
	19	+11111. Click "Save Relationship" button (no other information is needed).
	20	+111. If a record exists for the organization, please create a "relationship" between the individual and organization.
	21	+1111. Go to the organizational record, e.g. KDE.
	22	+1111. Select the "Relationship" tab.
	23	+1111. Click "Add Relationship" button.
	24	+1111. Choose "Relationship Type" ("Employee of" or "Volunteer is").
	25	+1111. Add "Contact(s)"~-~-this may update with the name of an existing contact if already in CiviCRM
	26	+1111. Click "Save Relationship" button (no other information is needed).
	27	+111. If a record does not exist for the new individual, you may add one.
	28	+1111. Select "Contacts" -> "New Individual" from the CiviCRM menu.
	29	+1111. Enter as much information as you may have about the individual (be sure to add any relationships).
	30	+1111. Click, "Save".
	31	+111. If a record does not exist for the new organization, you may add one.
	32	+1111. Select "Contacts" -> "New Organization" from the CiviCRM menu .
	33	+1111. Enter as much information as you may have about the organization (be sure to add any relationships).
	34	+1111. Click, "Save".
	35	+
	36	+
	37	+
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2	2	$xwiki.jsfx.use("js/xwiki/table/tablefilterNsort.js")
3	3	$xwiki.ssfx.use("js/xwiki/table/table.css")
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67	67	|[[Mautic>>url:http://mautic.org/]]| |Masson @ FOSSETCON|See [[CiviCRM>>url:http://opensource.org/civicrm/contact/view?cid=40067]]|Member (2015)
68	68	| Micro:bit|(((
69	69	"micro:bit is a tiny programmable computer, designed to make learning and teaching easy and fun!" - https:~/~/microbit.org/
70		-)))| | | **Prospect**
	107	+)))| | |**Prospect**
71	71	|[[Mifos Initiative>>url:http://mifos.org/]] |Mifos X is an extended platform for delivering the complete range of financial services needed for an effective financial inclusion solution.|via osi@|See [[CiviCRM>>url:http://opensource.org/civicrm/contact/view?action=view&reset=1&cid=43441]]|Member (2015)
72	72	|[[Mis Tribus>>url:http://www.mistribus.com/p/about-mis-tribus.html]]|Mis Tribus is an open community that provides creators (authors, producers, artists) with the tools, services, and knowledge, to independently publish, produce, and sell their creative products.| |See CiviCRM\\|This application was denied in favor of a proposal from the Puerto Rico Python Interest Group (see below)
73	73	|[[Moodle Pty Ltd>>url:http://moodle.com/hq/]]| |Masson @ Educause|See [[CiviCRM>>url:http://opensource.org/civicrm/contact/view?cid=40079]]|[[Application>>attach:OSI-AffiliateAgreement-signed.pdf]] / [[Cover Letter >>attach:OSI Affiliate Membership Application - MOODLE PTY LTD.pdf]]
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77	77	|[[NXT>>url:http://nxtfoundation.org/]]|A non-profit organisation that
78	78	represents the interests of the user community for the NXT crypto-currency.|osi@...|See [[CiviCRM>>url:http://opensource.org/civicrm/contact/view?reset=1&cid=43348]]|[[Application>>attach:NXT_AffiliateAgreement-signed.pdf]] / [[Cover Letter>>attach:CoveringLetter.pdf]]**
79	79	**Supporting Doc:**
80		-**[[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)KvKReg01_2015>>attach:KvKReg01_2015.jpg]](%%)**
	117	+**[[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)KvKReg01_2015>>attach:KvKReg01_2015.jpg]](%%)**
81	81	**[[OprichtingsAkte_01>>attach:OprichtingsAkte_01.jpg]]
82	82	|[[Odoo Community Association>>url:https://odoo-community.org/]]|a nonprofit organization whose mission is to promote the widespread use of Odoo and to support the collaborative development of Odoo features.|osi@...|See [[CiviCRM>>url:https://opensource.org/civicrm/contact/view?reset=1&cid=43804]]|Member (2017)
83	83	|[[Open EdX>>url:https://open.edx.org/]]|//Open edX// is the open source platform that powers edX courses. All edX code is freely available to the developer community.|Molly deBlanc|See [[CiviCRM>>url:https://opensource.org/civicrm/contact/view?reset=1&cid=42061]]|Member (2017)