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Auto-filled Drupal Webform That Creates New Contact

Is it possible to make a Drupal Webform which always creates a new contact but uses Existing Contact for prefilling? The use-case is that the data needs to be updated but supervised by another human. ...
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0answers
2 views

Create a report or graph of the number of campaigns active in any particular month

In Civi + Drupal latest, we have a number of campaigns that last for a year or more. We know their start and end dates, but don't particularly want to manually change their status to show whether they ...
1
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0answers
4 views

Revoke permission to add contacts to groups

My client has a strange and complex group of relationships that I'm trying to properly permission. We are granting permission to a group of 3rd party managers to admin protected groups of contacts. ...
1
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0answers
12 views

How to find members who have more than X years of total membership

What's the best way to calculate the total number of years/days that a contact has been a member? For example, say I want to find people who have been a member for more than 10 years, taking gaps ...
2
votes
2answers
11 views

How to generate a report excluding recurring contributions?

Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution? It would be quite useful to be able to ...
0
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0answers
8 views

Is it possible to access contribution tokens in hook_civicrm_tokenValues?

I’m trying to make a custom token to present grouped donations in a thank you letter in a friendlier format. If I use the ‘Group contribution by contact’ option the {contribution.total_amount} and {...
1
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0answers
7 views

Email Location Type in Scheduled Reminders

I am wondering if anyone has started work of made an extension to enable the selection of the location type to send the email to in the scheduled reminders? I think by default the primary email adres ...
0
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1answer
16 views

Registration Button

Good morning, I am trying to move the Registration Button in our event registration page to somewhere more noticable. Also, I'd like for the button to be bigger. Can someone help me please? Evelyn ...
0
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0answers
13 views

How to trouble-shoot 'critical error' while merging duplicates?

Using civicrm-5.21.2-wordpress.zip, (and also 5.20), I get a 'crash' ('There has been a critical error on your website. Please check your site admin email inbox for instructions.') for any attempt to ...
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1answer
16 views

How to automatically create a user account when someone donates?

My idea is something like this: When someone gives a donation, an account with specific permission gets created. User gets notification of the account creation via the contribution receipt or a ...
2
votes
1answer
33 views

Menu bar missing on startup Drupal

I am running 5.21.1 with Drupal 7.69 (latest at time of posting). It was fine until I upgraded to this version of Drupal. Now I have as issue with the menu bar. When you first log-in the bar does not ...
0
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1answer
27 views

Locked out of CiviCRM admin

Wordpress 5.3.2 CiviCRM 5.21.0 I've recently upgraded to CiviCRM 5.21.0 successfully and everything was working fine. Whilst tidying up the site, I inadvertently and stupidly changed the CiviCRM ...
0
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1answer
21 views

Is there a table element in mosaico?

Still getting to grips with Mosaico layouts. Is there an option to build/ style a table in the templates? Someone has pasted in a table from an external source and doesn't want to edit font sizes in ...
1
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0answers
18 views

Expected one Contribution but found 2

I am importing contributions from my donors from a .csv file. I have tested the process using a simple .csv file with one row of data for a payment from a donor I have already added to contacts. The ...
2
votes
1answer
13 views

Drop down labels on front end CiviCRM forms not accessible (With solution!)

Front end CiviCRM (5.21 and older) forms have drop down select list labels which are not accessible. When using a screenreader such as jaws, the reader reads the selected value of the control instead ...
0
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0answers
19 views

Deleting the Upload Folder at Specific Times

When we create an activity, we sometimes add files to these activities. The added files are mostly jpg, png or pdf files. However, these files have a single use. In other words, I do not need to keep ...
1
vote
1answer
21 views

Can I save bulk update screens for future use?

I'm not sure if my title is 100% clear, but here's the situation I'm facing. We have custom fields that once a year we have to manually update for all current members. A smart group was created to ...
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0answers
13 views

Admin permissions are required to set 'limit to' or 'also add' participant role for scheduled reminders?

We have noticed that if you don't have CiviCRM:Administer CiviCRM permissions, in scheduled reminders for an event if 'limit to' (or 'also include') is set to 'participant role', the drop-down box ...
1
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0answers
19 views

Online Membership Renewal, without login

Our members do not login to the website. There is no member only content in it. But we want our members to be able to renew online. All members have a unique member number. We put their number on the ...
1
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0answers
12 views

Positive integer expected for recurring interval even when user is not making a recurring contribution

If you enabled the recurring option "Support recurring intervals" on a contribution page you can no longer submit the contribution form unless you enter a value for the recurring interval, even if you ...
1
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0answers
22 views

Sending civiMail through Amazon SES

I'm using civiCRM 5.21.0 and Wordpress 5.3.2 I'm trying to send civiMail bulk email sending through Amazon SES. I configured and activated SMTP credentials in civiCRM settings. The test mail works ...
0
votes
1answer
12 views

using cancellation link after event start date?

It seems that Civi does not allow people to use the self-service cancellation after the event start. We have some multi-day and longer-term events that it would be very helpful for them to still be ...
0
votes
1answer
11 views

Recording activities - case or contact summary page?

Is it better practice to record activities in the case rather than on the contact summary? If so, why?
2
votes
1answer
22 views

Why can't certain Civimail Mailings be reused?

About half of the mailings we send are missing the "reuse" option in the action links on the "Scheduled and Sent Mailings" screen. Is this because they are sent to a search results rather than to a ...
1
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0answers
15 views

Is it possible send a gif image correctly without breaking it?

I'm trying to create a email mosaico template with image .gif but jquery resize my image and send gif broken. Is there any option to send a .gif correctly? Thank you.
0
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0answers
17 views

Civibanking Regex Analyser multiple matches

I am using civibanking to import contributions from UK bank accounts. Unfortunately the sender information comes as a long, unformatted, string. For example MEAPSE CW ZB 6454 MEAPSE FUND ...
1
vote
1answer
21 views

Managing internal Purchase Order forms/requests in CiviCRM

I did a quick search, but only found the reverse about allowing registrations to accept incoming PO numbers. We are looking to implement Purchase Order Forms internally, and wondering if anyone else ...
0
votes
0answers
9 views

Error when deduping (Finding and Merging Duplicate Contacts) with a custom field

I am getting an error when deduping using a custom field. TypeError: Argument 1 passed to civicrm_api3() must be of the type string, null given, called in /home/sitename/www/www/sites/all/modules/...
1
vote
1answer
18 views

Extra Decimal Places on Fuzion Token 'Latest Membership Fee'

Sending a Civimail built with Mosaico utilizing Fuzion Token 1.5 {latestcurrentmembership.allfee} The amount should be $69.00 on a test record but the email reads: 69.000000000 Any suggestions? Was ...
1
vote
2answers
33 views

Create a smart group that excludes

Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in ...
1
vote
1answer
16 views

How to set Thank-You Letter template to start the next letter on a new page

Drupal 7.69 CiviCRM 5.20 We use Thank-You letters for our Year-end receipts. We use line-items for our fund accounting. If a donor gives monthly to more than 2 funds, the search result for the letter ...
2
votes
1answer
26 views

How can our users request an email with the contact.checksum links?

I am using CiviCRM 5.18.4 with WordPress 5.3.2. We considered having our contacts all become WordPress Users, but decided to go the route of allowing folks to view and update their own contacts, or ...
0
votes
1answer
11 views

How to send organization a list of current Employees?

I want to send a scheduled email to our organizational contacts to have them review the list of employees we have on record for their organization (employees inherit a membership status with our ...
0
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2answers
43 views

Why are activities to do with a case hidden from contact records?

I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
0
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0answers
15 views

CiviEvent participant status bug

We are on 5.13.4 (upgrade imminent) and have seen a bug recur a couple of times now. We use PayPal Website Payments standard, and allow multiple participants to register for an event. With ...
0
votes
1answer
22 views

How to repair DB tables after faulty past upgrade?

System: WordPress 5.2.5, CiviCRM 5.21.1, PHP 7.2.18 Background: At some point in a previous upgrade - I suspect from 5.19.x - my database tables haven't updated properly. This resulted in my ...
0
votes
1answer
19 views

Generating hard copy mail merge letters in Civicrm

I want to do a mail merge and post out a letter to members of a Civigroup. You can do this by generating a message template. When you insert a letterhead image into the template, the image resolution ...
1
vote
1answer
20 views

Repeating Payments with Authorize.net Problem

I've set up repeating payments (CiviCRM 5.21 with Drupal 7.69) with Authorize.net for a client. In Civi, the transaction hangs at "Pending". At Auth.net, everything looks good, the initial payment ...
1
vote
0answers
7 views

Why is the content of a Receipt for New Memberships different to that for a Renewed Membership

There is a key data element that is missing from the Renewal receipt. "Financial Type" is present in a receipt for a new Membership but is NOT shown in the receipt for a renewed Membership. We use ...
0
votes
1answer
11 views

Permissions help with using action.forward token in an email

I want to add a forward to a friend at the bottom of an email. When recipient clicks they see the "enter up to 5 email address" page however if they are a non-authenticated user they get a Undefined ...
1
vote
0answers
15 views

Search Builder broken with search for Member Since

Take a look at the screenshot below. I am searching for "Member since $date" and getting seriously broken results. CiviCRM 5.20.1 on Wordpress 5.3.2
1
vote
1answer
30 views

Can't find MySQL server on WordPress install with sockets

I am using Local by Flywheel which connects to MySQL with sockets. My socket is: /Users/efc/Library/Application Support/Local/run/Qv8NIbiue/mysqld.sock The MySQL server is localhost, database is ...
2
votes
3answers
163 views

What is the best way to record the primary contact for an organisation?

I'm trying to understand the best way to record that a contact is the primary contact amongst the many related employees of an organisation. Does Civi have an in-built way of handling this? Option 1 ...
1
vote
2answers
29 views

Translation of Terms and Conditions

The wording of the GDPR texts is translated (into Dutch), but the title still says "Terms and Conditions". Where to find the string to translate? Or how can it be translated? Please include a ...
1
vote
0answers
15 views

Civi Upgrade fail - “Could not delete Payment Processor Type”

I'm on Drupal 7.67 and using IATS extension 1.7.0, While attempting to upgrade Civi from 15.17.4 to 5.21.0 the upgrade script gave me "API error: Could not delete payment processor type" My search of ...
2
votes
0answers
14 views

Events Registration - Custom field widths shown too wide on actual web page

CiviCRM 5.21.0 with Drupal 7 I set up an event registration and added some custom fields and set the width to be smaller than default (usually 20 or 30 wide). In the preview from the Registration ...
0
votes
0answers
16 views

Public Membership List on Wordpress

I am using Wordpress 5.3.2 and using CiviCRM 5.21.1. I have looked through the site and seen similar questions asked, but they are older, usually around 2015 and so, and do not really provide ...
1
vote
1answer
15 views

What are the pros and cons of using external xml files for CiviCase configuration?

In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
1
vote
2answers
38 views

Searching and smart group for multiple event types

I created a smart group through advanced search maybe 1 year ago for all contacts that had participated in an Event Type A or B or C. If I remember correctly it was very simple because the "Event Type"...
1
vote
1answer
20 views

File location for new CiviRules Action

I have written a new CiviRules Action and added the entry to the database but I don't know where to put the php file. I have read all the documents I can find but I can't find any information about a ...

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