0

While adding a contribution manually, the first step is to find a contact. If the contact is not found, I remember being able to select 'new contact' from the bottom of the autocomplete list. As at 4.7.25 is it possible to add a contact from the contribution page or do we need to move to 'new individual' if the contact is not found while taking payments?

enter image description here

4

It does show up the link to create contact when no match is found.

enter image description here

From your shared image it looks like the user has limited permission to create contact/access CiviCRM profile or also check if 'New Individual' Profile is enabled under Reserved profiles.

  • Something weird anyway. I created a copy of the site upgraded it to 4.7.35 and this worked. Copied both drupal and civicrm. Then deployed it to the production site, ran the upgrade/clear templates cache etc. Still doesn't work. – Interlated May 31 '18 at 2:47
  • Second copy of the site on 5.1.2 - also fine. – Interlated May 31 '18 at 2:48
0

"is it possible to add a contact from the contribution page"

Yes, when you visit the Contribution page select the 'want to do this as a different person' eg from http://dmaster.demo.civicrm.org/civicrm/contribute/transact?reset=1&id=1 or just bookmark the link http://dmaster.demo.civicrm.org/civicrm/contribute/transact?cid=0&reset=1&id=1

the important bit is the cid=0

Then you can fill out the Contribution Page as anonymous and use that approach to create the Contact.

If this isn't a useful Answer then I really haven't understood your question.

  • I think Pradeep has answered the right question ;-) – petednz - fuzion May 28 '18 at 10:56
  • although in my defence i think it is often a better approach than doing via backend since it is likely to have all the fields you need in one place – petednz - fuzion May 29 '18 at 4:48

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.