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3 views

Is it OK to change a contact hash in order to invalidate all checksums for that contact?

Sometimes, someone makes a mistake and sends out a personalized link in a mailing with their contact id and checksum, which is not great. In the past, I've simply created a duplicate contact and ...
  • 1,599
1 vote
0 answers
8 views

Can I dedupe by primary email or primary phone only?

I want to dedupe contacts who have the same primary email address (ditto for contacts with the same primary phone). However, I'm not seeing a way to include primary-ness as a factor in a dedupe rule. ...
0 votes
1 answer
9 views

How to allow self-service updates of recurring contribution credit card details with IATS?

Is it possible to use a message template to send an email reminder asking recurring donors to update their credit card when it fails?
  • 1,599
0 votes
0 answers
4 views

Blank batch title in bookkeeping report

I have a weird situation where half of my contributions show the batch title, while the other half are blank. These are for gifts that are auto-batched daily from online payment processor (moneris). ...
  • 23
0 votes
0 answers
16 views

create relationships using profiles or forms

To make a long story short, before all the details below : our CMS is wordpress, and creating relationships between contacts (parent-child) using profiles seems not possible. It was with Caldera Form, ...
0 votes
0 answers
10 views

Permissions issue, 403 on CiviCRM install

I've installed CiviCRM for WordPress without issues in the past but I've encountered a problem on one particular host. CiviCRM installs OK but when I launch the Installer I get a 403 on https://my....
0 votes
1 answer
7 views

Civi Event Invoice goes to everyone - I only want it to go to the first person

Is there any way that I can have automated invoices going only to the person who's registering multiple contacts rather than every contact email? We allow multiple registrations and one person will ...
  • 117
0 votes
0 answers
4 views

Resolving Undefined CiviCRM User with outlook 365 extension

I've recently installed the outlook 365 extension, and just starting to play with it as an organisation. One issue we've hit is where the extension recognises an incoming email address as existing on ...
  • 1,944
1 vote
1 answer
14 views

Event Person who Books Doesn't Attend Attend

At our events the person who registers multiple people isn't necessarily going to attend the event. Is there a way that I can allow for this so they don't become registered as part of the process of ...
  • 117
0 votes
0 answers
11 views

Change Message on online Event Payment Confirmation Screen

We have a payment processor for online payments. When Someone registers for an event online - a confirmation Screen shows the registration payment has been submitted for processing. I would like to ...
  • 117
1 vote
0 answers
10 views

CiviCrm installation error on Drupal 9

After installation of the 'drupal/civicrm_entity:^3.3'. I got error 500. When I tried "update.php" get the following error. Warning: require_once(DB/DataObject.php): failed to open stream: ...
  • 11
0 votes
1 answer
13 views

How can I remove obsolete extensions?

Both Afform and Api v4 are indicated as obsolete extensions, but there is no "uninstall" button. How to remove APIv4 extension seems to indicate that you should manually delete the extension ...
  • 960
1 vote
1 answer
16 views

Using a Token to Pull Only the Year from a Date

I'm trying to set up membership renewal reminder letters, and instead of including the entire date that the member joined, we'd like it to just be the year. I have a token for "...
  • 11
2 votes
0 answers
22 views

Sorting by a list column in a Search Kit

I have contacts that can be related to other by RelationshipA or RelationshipB. I created a query in Search Kit to return the primary contact and the related contacts and everyone's email address. I ...
  • 135
0 votes
0 answers
9 views

Change default error message "This email address is already in use" when registering a new user in WordPress using Caldera Forms

I need to change the default error message "This email address is already in use" that WordPress returns when trying to register a user with an email address that already exists. I am using ...
0 votes
1 answer
19 views

concatenate two fields and copy to another one

For each contacts of a given sub type (subtype = child) we need to concatenate to set the external identifier as the concatenation of lastname & first name. We are doing this by exporting to excel,...
1 vote
1 answer
24 views

Unable to run civi database upgrades through UI

I would very much like to upgrade my version of civi to the latest secure version, but every time I attempt to do so I get stuck at the section of running the database update. The "CiviCRM System ...
1 vote
1 answer
9 views

On contact : change history (logging) is empty

On contacts, the "Change log" tab is empty. It used to show the contact fields updated, with previous and new value. I checked the following : I have enabled logging at Administer - System ...
0 votes
0 answers
10 views

reduce size civicrm_job_log?

I've read various articles about reducing the size of civicrm_job_log, but couldn't come to a conclusion. In This post : Truncate civicrm_job_log as often as you like - the data is only of very very ...
0 votes
1 answer
13 views

Using CiviRules to create a Case on a Contact record

I'm trying to use CiviRules in WordPress to create a new Case for contact records using a Field Value Comparison (when a custom data field "is not empty"). My test cases are confirming that ...
  • 1
1 vote
1 answer
12 views

CDN Tax Receipt, attach receipts to automated workflow messages ... sometimes?

Is there a way to send out automated cdn tax receipts, but only selectively? e.g. if a site has options for cc and ach/eft, then only send them out immediately for cc? Or, in the case of the client ...
  • 6,123
0 votes
0 answers
9 views

Unable to Issue Tax Receipts

another newbie question :) I am trying to issue tax receipts using the action "Issue Tax Receipts (separate receipt for each contribution). When I submit this, it generates a pdf of receipts for ...
  • 23
0 votes
1 answer
14 views

Custom validation on contribution form?

I'm trying to implement some custom validation on a contribution form on WordPress. I have this in my functions.php: add_filter( 'civicrm_validateForm', 'validate_org_form', 10, 4 ); function ...
0 votes
0 answers
9 views

Server access error for event registration with credit card

I have a paid event set up for front end registration (Joomla). When "pay later" is used it works fine but when a credit card is used (Stripe processing) the user gets an "Internal ...
  • 453
0 votes
1 answer
23 views

Search by custom field with searchkit

Is it possible to search contacts by custom fields with SearchKit ? I can't find a way to do it. I need to list contacts where Contact Subtype = "parent" and "has a relationship with a ...
1 vote
1 answer
26 views

How can I search for contacts without a specific Activity Type?

I have created an Activity Type "Ceremonial" to attach to Contacts via Cases, which I am using to track qualifications we have awarded, honours we have granted and Fellows that we have ...
0 votes
1 answer
21 views

Formatting a profile in WordPress and civiCRM 5.52

I created a profile for signing up for our newsletter. Everything works fine but the format is terrible. The black backdrop is a matter of the WordPress theme but I don't want the links in the menu ...
  • 111
0 votes
1 answer
27 views

Trigger CiviRule based on contribution receive date with field value comparison relative to today

I'm trying to trigger a CiviRule when a contribution is created with a receive date earlier than today, using field value comparison, but I don't seem to be able to get this to work. According to this ...
  • 1,599
1 vote
1 answer
25 views

What's the best way to create a multi-page survey in Civi?

We'd like to survey our supporters with a Typeform-esque survey (simple questions, one per page). We'd also like to create a page within Civi so all the information is in one place. Is there a good ...
  • 31
0 votes
1 answer
15 views

Why does civicrm_postProcess hook does not pass certain parameters?

Only the "$formName" variable is getting supplied to the hook callback. Why are the rest of the variables listed in the documentation not getting supplied? add_action('civicrm_postProcess', '...
  • 387
1 vote
1 answer
7 views

What can I do when the reset password function isn't working?

I have a CiviCRM account. I've forgotten my login and password. I tried to use the reset password feature and entered the email address associated with my account. I didn't get an email to reset the ...
  • 11
1 vote
1 answer
17 views

30 day overdue notification to staff

I would like to send out either an email or better an email with a report with all those members who are 30 days overdue. I'm not wanting this to go straight to the member, but to one of my staff who ...
  • 117
0 votes
1 answer
19 views

Will civicrm support in Laravel

I am familiar with Laravel but integrating CiviCRM was new to me. Is it possible to integrate the CiviCRM in Laravel? If yes can anyone provide the steps to integrate? Thanks in advance
2 votes
0 answers
27 views

CiviEvent Blocking iframes?

I am trying to embed a youtube video in a CiviEvent page. I have turned off CKEditor's content filtering by following the guidance here. When I add simple embed code to a CiviContribution page, it ...
0 votes
1 answer
22 views

Error when trying to delete custom fields

I'm not sure if it's a bug but when I try to delete a custom field it shows me a loading screen that never finishes. Additionally if I enable this custom data set for the contact and if I need to see ...
2 votes
1 answer
20 views

Can I add an organisation's finance contact to the invoice

We have edited the workflow invoice template and have the name and address of the member organisation as the address block and would like to add the Member Organisation's Finance Contact display name ...
  • 117
2 votes
1 answer
40 views

Syncing CIVI CRM and Mailchimp

Has anyone synced CIVI CRM with a mailchimp account? I work for a membership organisation and we need CIVI to track the data of our members and stay in control of our subscribe and unsubscribe lists. ...
0 votes
0 answers
9 views

Error 500 when adding or modifying membership

When manually adding without recording a membership payment or modifying a membership I am getting an an error 500. Renewing with payment from front-end and manually adding a membership when recording ...
1 vote
1 answer
29 views

How to leverage Authentication Guard for APIv4 calls

I'm working on converting an app that was built against the REST APIv3 to use REST APIv4, and I've found the APIv4 documentation quite lacking. Through trial and error, I've determined that ...
  • 111
2 votes
1 answer
18 views

Deduping and Merging missing

I am brand new to CiviCRM and trying to clean up a very messy database. I read the user guide for deduping and merging, and it made it seem like this is a built in feature I should find under ...
  • 23
0 votes
1 answer
17 views

CiviEvent: archive and duperules

we want to use CiviEvents, but there are still two big problems: Past events are not shown. Is there any kind of archive that can be switched on? Every entry of a participant will overwrite the data ...
  • 1
1 vote
1 answer
22 views

How do I eliminate records in which a specific field is blank in a search?

I'm trying to eliminate records that do not have a mailing address from a list I want to export. So, how do I do a search to eliminate records in which the city field is blank?
1 vote
1 answer
24 views

Search Kit search for cases and roles

On search kit I am trying to create a table with case related information in it (e.g. case status, case type, country). To achieve this I have created a 'search for cases' with the relevant filters ...
  • 11
1 vote
1 answer
24 views

Error messages in newsletters

I use CIVI to send newsletters for my organisation. When the receiver opens the newsletter in the outlook app or on a mac they receive an error message. It seems to work for those opening the ...
0 votes
0 answers
10 views

How do you edit a banner with a link on the website homepage?

I need to edit this banner which is located on the homepage. I need to change the colour, text and link on the Salford CVS website.
  • 1
1 vote
1 answer
8 views

Upgrade Fails With No Usable Error

I am trying to upgrade from Civi 5.31 in WordPress version 6.0.2 to 5.53. I am using the CV utility from the command line to complete the upgrade. When I run the upgrade it shows "Upgrade DB to 5....
  • 815
0 votes
0 answers
9 views

CIVIEVENT: Templates are saving as events

I am on CIVICRM 5.46.3. I have saved event templates successfully in the past. Now when I add a new event template, it saves it as an event versus a template. I have created and deleted one several ...
1 vote
1 answer
7 views

Error status cannot be calculated for start_date with no apparent reason

Similar to this thread, I'm suddenly unable to import memberships due to "status cannot be calculated for start_date" -- the first import worked fine, but despite using the same membership ...
  • 594
0 votes
0 answers
6 views

Civisualize is not installing. Shows critical error message only. How to fix this issue in civicrm WordPress?

Civisualize is not installing. Shows critical error message only. How to fix this issue in civicrm WordPress? Tried to solve this a lot. But no proper solution is found till now. Please reply if any ...
1 vote
1 answer
18 views

SMTP password deletes itself from Outbound Email settings

I am configuring the latest version of CiviCRM (Drupal) to use Mailgun as an external SMTP service. When I go to Administer > System Settings > Outbound Email, enter the SMTP credentials, and ...

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