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Questions tagged [activities]

CiviCRM's means of keeping track of all sorts of interactions with contacts: e-mails, meetings, donations, event attendance, etc.

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2 votes
1 answer
46 views

Creating a Search Kit Contact Summary Tab for activities, how do you only display activities of a specific activity type for the contact being viewed?

Civi version 5.71.2 Wordpress 6.4.3 I have only been successful at either getting all activities of the specific type for all contacts in the system viewed on the specific contact page, or, the ...
not_even_close_to_baseline's user avatar
1 vote
1 answer
50 views

How to send a notification email to a group when a form is submitted

I have a form with an individual (the logged in user), an organization (can be new or existing), and a grant (will be a new grant created on submission). The form works fine... I want to send an email ...
Daniel Strum's user avatar
1 vote
1 answer
24 views

How to set duration and some custom fields for inbound email activity

When processing inbound email to activities, and automatically they are filed to correct case with the specified case id, how to set the value of duration for these inbound email activities? Where ...
pkb's user avatar
  • 13
1 vote
1 answer
13 views

Adding Contacts to Group from an Activity Report doesn't work on Joomla! 4?

I see the possibility of adding contacts to a group from an activity report. After posting the list, I select the group from the drop-down menu on the right, I have to confirm by clicking Next and ...
Alain Rihs's user avatar
0 votes
1 answer
36 views

Import Contact ID as the External ID

I need to make the contact ID to match the external ID in order to match the import file for activities. Is there a way to do this upon the import of contact files? I already deleted the contact ...
Mary's user avatar
  • 145
1 vote
3 answers
65 views

Is is possible to view all activities in calendar widget?

I am part of a small company that uses CiviCRM for project management. Until now we have been using Google Calendar where all the managers and members of the company could see everyone's calendar. Is ...
Alejandro's user avatar
0 votes
1 answer
24 views

editing an activity, shows contact id instead of name, console has "string literal contains an unescaped line break"

CiviCRM 5.66.0, Wordpress 6.4.2, php 8.1.12 From a contact's list of activities, or a search list of activities, clicking on the edit link of an activity generates an edit popup that does not populate ...
Alan Dixon's user avatar
  • 6,861
0 votes
0 answers
27 views

Allow multiple values in custom fields for activities?

It is of utmost importance to our organization to allow multiple registrations in a custom field specifically for new activities. It seems that custom field groups that allow multiple records are only ...
Suri Gang's Hallen's user avatar
0 votes
1 answer
24 views

Block custom fields after a single registration?

We currently have a set of custom fields specifically for CiviCRM activities. We would like to enable the record lock feature after registering a single occasion so that the user cannot modify or ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
21 views

CiviCase: Activities duplicated when filed

Recently, when filing an Activity to a Case file, the Activity is being duplicated; one copy is filed as expected, the other is not filed and a prefix "Filed on Case XXX" is added to the ...
Simon Thornton-Wood's user avatar
0 votes
0 answers
18 views

CiviCRM update repeat activity Issue

i am using CiviCRM 5.66.0. From users i can create activity and also create repeat activities for multiple occurrence. Let's say i have create repeat activity for Jan 4, 2024, Feb 4, 2024, March 4, ...
Eleas Kanchon's user avatar
1 vote
1 answer
33 views

CiviCRM find all hooks for Event

I'm looking for any code to find hooks called for edit activity. Problem we have occurs whil sending mailing, that tooks 1-2min for one send email, I've made some debug and found that this code slows /...
Artur Śmigielski's user avatar
0 votes
1 answer
33 views

Is it possible to update Activities using the Activity Import tool?

After importing activities, is it possible to update them using the import tool? We want to "fill" data in fields that are empty. This is possible in Contacts using the External ID field (...
icaria36's user avatar
1 vote
1 answer
96 views

Show first name and then last name in activity search results

In my organization we have specific needs with the search for activities. In the activity search results we want to show the results of the "With" column first the First Name and then the ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
43 views

How to make full-text search on activities show the same results to admins and regular CiviCRM editors?

Using the full-text search to find one word, as an admin I get some results but with with my test account (no admin privileges) I don't see any. This is a word that so far only appears in the "...
icaria36's user avatar
0 votes
1 answer
23 views

How to add Activity Tag(s)

How do you add a new Activity tag(s)? I can see how you add a tag at /civicrm/tag but when I add one it doesn't show up as a option when creating an activity? Is there somewhere else that you add a ...
Mike Wilson's user avatar
0 votes
0 answers
33 views

Contact Dashboard permissions

We have had the CiviCRM contact dashboard operational for a while, showing only Membership and Contribution data. However we now want to show assigned activities as well. I ticked the checkbox and ...
Rob Brandt's user avatar
3 votes
1 answer
47 views

can there be a private email activity?

i'm planning on creating a new activity type "private phone call" so I can use the activity acl extension to restrict access to these by user level. Is there any way to achieve the same ...
LesleyJill's user avatar
0 votes
1 answer
32 views

Participants vs Activities vs Cases for custom functionality

I plan to add some semi-custom functionality and I'm not sure if the best way to implement this would be through participants, activities, cases or perhaps even something else. Here is a sketch of ...
Lars SG's user avatar
  • 4,083
1 vote
1 answer
35 views

Using Civi to Store historical mailing data, and auto updating

I was asked to implement a system within civi where we can upload historical record of email messages. I then found out these are supposed to be auto updated with new messages every time a certain ...
User123123123's user avatar
1 vote
1 answer
37 views

Getting reminders of expired activities

Activities in Cases (or even without) often have dates which serves as due dates or deadlines. In a few views (Manage Case and the case Dashboard e.g) expired activities stand out because they are ...
thoni56's user avatar
  • 1,241
1 vote
2 answers
96 views

Changing the activity type of existing activities

I have a particular custom activity type that has around 2000 or so submissions. We're thinking about splitting this activity type into two separate activities. They would have all the same custom ...
zip's user avatar
  • 165
0 votes
2 answers
37 views

Activities created by API not emailing assignee

Creating an activity with either API (api3, api4) does not trigger an email to the assignee. Is this by design or is there a problem with my instance of CiviCRM? Activities generated via the GUI and ...
wil_SRQ's user avatar
  • 703
2 votes
1 answer
32 views

File on case no longer works by Case ID

I've been testing CiviCRM 5.57.4 and noticed that I can no longer type in the Case ID when searching for the case to file an activity to. (I'm in Drupal 7) In version 5.45.7 it was still working. I ...
RayWright's user avatar
  • 2,488
0 votes
0 answers
40 views

Zoom in Activities is it possible?

I have explored a bit about the possibility of integrating Zoom as a virtual meeting tool for CiviCRM Activities. It would be great to have a Zoom URL generator in CiviCRM's "Meeting" ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
42 views

Feature request: Combine log and activities when merging double contacts

When contacts are merged, only the log and activities of one of the contacts are kept. Part of the change history is deleted and this is not always the right way, e.g. for auditing purposes. It would ...
Webmaster COVS's user avatar
1 vote
1 answer
42 views

The table civicrm_activity includes an incorrect constraint

After updating CiviCRM I get the above warning. The Link added to the warning "Learn how to fix this" leads to this page https://lab.civicrm.org/-/snippets/85 which does not describe how I ...
Tobias Krause's user avatar
1 vote
0 answers
32 views

Dealing with assistants and schedulers: Can you setup a rule that when emailing someone, their assistant will also get the email?

This was partially discussed before, but it's been so long, I am making a new post. What is currently happening: Assistant or scheduler for a person registers their boss, using the scheduler or ...
themak's user avatar
  • 3,441
0 votes
1 answer
36 views

Automatically add activity when sending bulk email

I noticed that one of my predecessors added an activity to each user whenever they were sent a bulk email. However, when I send a bulk email it does not create an activity. Is this something that can ...
erin's user avatar
  • 251
1 vote
1 answer
43 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 ...
Simon Thornton-Wood's user avatar
0 votes
1 answer
22 views

CiviCRM Icon Spins for Activity

When one clicks the Activity tab on a contact's profile, the CiviCRM logo icon just spins and nothing happens. It does not show the activities for any contact. It used to work before. All the ...
pietpompies's user avatar
1 vote
1 answer
74 views

Is there a way to add an activity to a group?

I would like to add an activity to all the records in a query I pulled from Civi. Is there a way to globally add an activity? If possible, I would like to avoid editing each record individually.
user13634's user avatar
1 vote
1 answer
24 views

REnaming activity types

I want to do a bit of light housekeeping on the activity types in CiviCRM. I have one activity type called "Internal Client Referral Form" which is used in the webform called "Internal ...
Craig Almond's user avatar
  • 2,037
0 votes
1 answer
67 views

How can I add activities information in the email sent by civirules?

I have a rule to trigger based on when an activity is added and send an email. I would like to add the content of the activity i.e. activity type, description in the email sent by civirules. Is it ...
Tapash's user avatar
  • 3,004
4 votes
2 answers
94 views

Missing data when exporting activities from search results

After upgrading to CiviCRM 5.43 we've noticed that some fields are blank when performing an export after searching for activities. This is something we do regularly and was working fine before the ...
William Mortada's user avatar
3 votes
3 answers
73 views

Group by Activity Date in Search Kit (rather than date and time)

Is there a way in Search Kit to group activity results by Activity Date rather than date and time? I am looking to build a report that will allow someone to compare daily totals (and other details) of ...
Lindsey Challis's user avatar
0 votes
1 answer
17 views

Activity import gets the century wrong

When I import activities from a CSV using a date format that includes a 2-digit year (for example, mm/dd/yy), dates such as "01/18/22" get imported as January 18, 1922 instead of January 18, ...
Noah Miller's user avatar
  • 1,057
0 votes
1 answer
43 views

Why I cannot see the activities registered to a contact in her dashboard (frontend)?

Why I cannot see the activities registered in a contact profile, in his dashboard (frontend), when I can find it as a contact in the backend?. I´m a very newbie with this amazing software. Thanks ...
Joserra's user avatar
  • 11
2 votes
1 answer
27 views

What is the cutoff for number of activity targets in the UI, and can it be changed?

Drupal 7, CiviCRM 5.39.1 When I edit an activity with a few contacts, I am given the opportunity to edit those contacts. Once the threshold of somewhere between 50-60 contacts is crossed, however, ...
Angela's user avatar
  • 586
0 votes
1 answer
68 views

Activity Time Incorrect in Drupal Views

I just created a Drupal 7 Views report to show the date and time when the user created a case activity. The date is correct. However, I entered this activity at 11:09 am this morning, but Views show ...
Kristine's user avatar
  • 1,173
2 votes
1 answer
18 views

Favorite Activities

I was building a search with search kit and saw there's an option to pull activities that have been starred but I don't see where I can star activities and Google is giving me nothing. Does anyone ...
ezeisloft's user avatar
1 vote
1 answer
13 views

Can we add a campaign field to the batch activities screen

Can we add a campaign field to the batch activities screen? My goal is to record attendance on CRM, through batching activities. I want to be able to put what the Campaign is for the specific event ...
Braincreatives It's user avatar
1 vote
1 answer
27 views

how to get a list of activities with their details from some created activity new fields

I need to get a report of activities listed with some extra fields I created for the activity layout. Ex: Type of activity: MEASUREMENTS. I created 2 new fields called "high" and "...
Joserra's user avatar
  • 11
0 votes
1 answer
18 views

Bespoke automatic receipt for specific campaign

We want to send a bespoke receipt (schedule reminder) to donors who donate to a specific campaign. We are struggling to work out how to link the schedule reminder to contributions to that campaign - ...
Jacob's user avatar
  • 1
0 votes
1 answer
58 views

Not all Activity types are displayed when creating a custom field set

I am trying to create a custom field set that will add additonal fields to a new activity type I have just defined. The activity type can be used for Contacts and Cases. When I try and create the ...
ChumKui's user avatar
  • 776
2 votes
2 answers
32 views

Case Activity Reporter vs Creator

We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
Kristine's user avatar
  • 1,173
1 vote
1 answer
35 views

Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

Gurus, it seems that api3 civicrm_api3('Activity', 'create', [ 'id' => 1234, 'case_id' => 12, ]); does not assign the activity to the case. From my reading of funtion ...
nielo's user avatar
  • 1,304
2 votes
2 answers
111 views

Limit contacts in "Assigned to" field of an activity to a specific group

I need to limit available contacts in the "assigned to" field in a specific activity to only a specific group. For example, I only want contacts in the "staff" group to be ...
tanbog's user avatar
  • 317
1 vote
0 answers
26 views

Activity Access Control - Restrict to contact group

Using Civi 5.38 on a WordPress site We use 3 levels of user role which I manage through the WordPress Access Control screen. I want to retrict some of the acitivities within the roles and am using the ...
Cirrus's user avatar
  • 53
1 vote
2 answers
121 views

Custom Data Set - Field Limit

I am using Civi 5.38 on a WordPress site. There have been multiple custom data sets created and used for Activities which have all worked fine apart from the most recent set which needs 70+ fields ...
Cirrus's user avatar
  • 53

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