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1		-XWiki.pmasson
	1	+XWiki.webmink

Content

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6	6	1. Create a "Contact" in CiviCRM.
7	7	11. Log into CiviCM ([[https:~~/~~/opensource.org/user/>>url:https://opensource.org/user/]])
8	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.
	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 out as part of a potential Affiliate Member.
10	10	You may enter the email, or name for the individual in the "Search" field at the top of the CiviCRM page.
11	11	You may enter the name of the organization in the "Search" field at the top of the CiviCRM page.
12	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.
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28	28	1111. Select "Contacts" -> "New Individual" from the CiviCRM menu.
29	29	1111. Enter as much information as you may have about the individual (be sure to add any relationships), but specifically we must have...
30	30	11111. Email address for the individual.
31		-11111. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" buton).
	31	+11111. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" button).
32	32	11111. Under the "Groups" tab, choose "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
33	33	11111. Under the "Tags" tab, check, "Perspective Affiliate Rep." and "Perspective Affiliate"
34	34	1111. Click, "Save".
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36	36	1111. Select "Contacts" -> "New Organization" from the CiviCRM menu .
37	37	1111. Enter as much information as you may have about the organization (be sure to add any relationships).
38	38	11111. Email address for the organization (not the individual you know. This will ensure we have some contact with the org.
	39	+11111. Under the "Relationships" tab add the organization represented by the individual (use "Add relationship" button).
39	39	11111. Under the "Groups" tab, choose, "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
40	40	11111. Under the "Tags" tab, check, "Perspective Affiliate".
41	41	1111. Click, "Save".
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62	62	111. "{contact.current_employer}" = the individual you are contacting must have the organization listed in their record in the "Employer" field under the "Summery" tab.
63	63	11. Click, "Send Email"
64	64
65		-
66		-
67	67	{{velocity}}
68	68	$xwiki.jsfx.use("js/xwiki/table/tablefilterNsort.js")
69	69	$xwiki.ssfx.use("js/xwiki/table/table.css")
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143	143	|[[NXT>>url:http://nxtfoundation.org/]]|A non-profit organisation that
144	144	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]]**
145	145	**Supporting Doc:**
146		-**[[(% 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]](%%)**
	145	+**[[(% 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 wikiattachmentlink" %)KvKReg01_2015>>attach:KvKReg01_2015.jpg]](%%)**
147	147	**[[OprichtingsAkte_01>>attach:OprichtingsAkte_01.jpg]]
148	148	|[[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)
149	149	|[[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)