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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10 views

Preventing Concurrent Activity Creation

I want to use CiviCRM in a new project right now. In this project, it is necessary to assume an activity. So before creating an event for xxx individual registration, this xxx individual transaction ...
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Invoicing for daily attendance

We have members / service users that attend either a daily or weekly service. What is the best way to invoice individuals for services attendance?
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16 views

List all recent activities

I'm a newbie with CiviCRM.. sorry if my questions sound stupid. As I understand, activities are central to this CRM. Yet, I can't find a quick way (e.g in the menu) to display all recent activities. I ...
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How to control which activity types show up in dropdown when creating new activity

I cannot figure out why some activity types display in the dropdown when adding a new activity, and others do not. For example, on the demo site, I can see that there are many (16 in the screnshot) ...
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Add 'Activity Filter' Option

I want to add a Activity Filter Option that filters the activity down to the "Assigned To". in the ActivityFilter.php i have added this line of code: $assigneeDefault = CRM_Core_Session::...
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118 views

Prefill webform with civicrm activity data

I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM ...
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17 views

Disabled activity still auto-populates

I've disabled certain activities that we do not want to keep track of (Record merged, for instance). Yet, when I merge a record, the activity is still automatically created. How can I prevent this ...
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34 views

Cannot set activity status to scheduled

I have a site where from the Contact Summary Screen, I select Action > Phone Call (or indeed any activity) The default status is Scheduled. WHen I save the activity I get this "You cannot record ...
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16 views

Drupal View adding trailing zeros to Activity ID

I have a Drupal View displayed as a block, which includes a link to a webform using the Activity ID and the Contact ID for logged in users. It's been working fine but now I find that it's adding ...
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59 views

“Network Error Unable to reach the server” recording Contact activities

We have a CiviCRM 5.15.0 installation under WordPress 4.9.10 and 2 MySQL db: one for Wordpress data and one for CiviCRM data. We manage more than 6500 contacts. Going inside a contact we have this ...
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Problem accessing activity entity in Drupal rules

I'm using Activity is Created as a trigger in a Drupal Rule. I want to get the activity date-time field from the activity and use it to schedule a Drupal rule component. But I cannot access the ...
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23 views

Using profile for people to submit activities

How can I create a data entry profile that creates an activity? Example: We train peer leaders, who then meet with mentees. We'd like them to submit their meeting information (e.g. duration, # of ...
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46 views

How can I convert/export my mailing (a newsletter) into a PDF

Please can you advise on the above. Can't seem to work it out!
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Activities don't show on the profile page

This child has three activities linked to his profile, however they don't show up. The do show up if we navigate to cases, but we would like to see them from this profile view. Is there any way I can ...
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Is there a limit to how many activity types we should create?

We use Schedule Reminders to set up email series for a very wide range of interest groups. With conditional funnels using smart groups, like Mailchimp conditional campaigns. The easiest way to ...
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69 views

Send scheduled reminder to group

I am trying to send an Activity-triggered scheduled reminder to a group. These contacts will not be otherwise associated with the Activity. Recipients > Send to group doesn't seems to be working and ...
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29 views

Track activities and changes that were made in civicrm by staff

What is the best way to track what changes that a staff member has made in civicrm? I am trying to track activities and changes that were made in civicrm by staff.
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43 views

does anyone have a recipe for a Drupal 8 Views Calendar to show civi events or civi activities

Title pretty much says it. want a View Calendar for Civi Event and also for Civi Activity using drupal 8 Was following the second recipe at https://evolvingweb.ca/blog/creating-events-calendar-drupal-...
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35 views

Email processor silently truncating anything after an emoji in inbound emails

A related question is Has anyone used Emojis in CiviMail subject/body? and the answer is to change the database to use utf8mb4 which is going to be standard in CiviCRM in upcoming versions, but using ...
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39 views

CiviCRM 5.13.1 is not showing “Added By” coumn value

I upgraded site Drupal 7.66 + CiviCRM with latest version 5.13.1 and found out that if you go to any user profile and click on Activities tab then you can see there is "n/a" in "Added by" Column. But ...
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37 views

Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created

I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases. According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
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Are case activity revisions no longer working?

Not sure when this changed. I'm using the master branch. There's a couple related things: The default for "logging" on the Misc admin screen is off, but so is the default for "Enable Embedded ...
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40 views

When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled

anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension. seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
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1answer
34 views

Manage Case ─ display activities in chronological order

Joomla 3.9.2 CiviCRM 5.12.0 On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
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44 views

Activity Separation field- set an option as default

When you record an activity with multiple target contacts, the Activity Separation option appears. When it first shows it is not immediately obvious that this is a required field. One of our clients ...
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37 views

Updating a Case Activity using API

With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? My code ...
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Create Case using API via REST - no “Open Case” activity created

I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
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How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
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45 views

City / Town Selection Problem

I am using the City / Town option. However, county information is not available when I choose any province. When using information from provincial cities in Turkey availiable. No county. Is it a ...
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63 views

Remove Unnecessary Fields from Contact and from Activities

There are areas where an Individual record is opened or used in the Activities. I think there should be an option for their removal. For example when creating individual records; We have not used the ...
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1answer
64 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
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1answer
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Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1 I enable SQL debugging and its shows last query: SELECT COUNT(DISTINCT(tbl.activity_id)) as count FROM ( SELECT ...
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wordpress/civicrm mobile optimi2ed themes

The existing thread is stale (2017), a lifecycle ago in internet terms. Seeking theme which enables contact search/edit/update functionality and activity add via mobile theme. civicrm mobile access ...
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35 views

Tokens not evaluated in Activities

I have used tokens in a template for sending out as emails and as a mail merge documents. It seemed that while the emails sent and the documents downloaded have their tokens correctly evaluated, the ...
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1answer
35 views

CiviCRM Views Showing Wrong Custom Data

I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has ...
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45 views

Items not showing up on activity log

It appears that, following the last upgrade, items which previously showed on an individuals activity log now don't show up. A colleague sent out an email which was assigned to a case. The email ...
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73 views

CiviCRM view activities permissions

I have a role to view contacts in a particular group granted through CiviCRM view ACL permissions (/civicrm/acl?reset=1) but even though the role can see all contacts in that group, when trying to ...
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1answer
55 views

Filing activities on closed cases

In Civi 4.6, when you filed/moved and activity to a case, you could choose a closed case from the list. In fact, there was a conditional to show closed cases with a strikethrough. In 4.7, when ...
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How to restrict contacts that can be assigned to an activity? [duplicate]

Two of my clients would like to be able to restrict the contacts that can be assigned to an activity. This is because they handle highly sensitive information and it would be potentially disastrous ...
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1answer
51 views

Activity - Send a Copy Email

When filing an activity in CiviCase, there's the option "Send a Copy" to people listed in Case Roles. The email is sent correctly. However, when I "reply" to the email, the address of the sender is a ...
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45 views

How to allow a user 'edit' on activities?

Users have ACL 'edit' access to a group, and can access the contacts in the group OK. They can create an activity, but then cannot edit it - for each activity they just get 'View' and 'File on Case' ...
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Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
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What is the best way for an end user to get all the contact and activity data from the database?

Our group is using CiviCRM to house membership data for a small food cooperative. We've lost our web developer and we're trying to get all of our data out of CiviCRM with only the user interface ...
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1answer
29 views

Activity search by subject - advanced search vs activity search

I've noticed the upgrade to the activity search now lets you search either the Subject or details of an activity (I'm in Civi 5.5.3, Drupal 7.59) which is great but on the Advanced search screen it ...
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1answer
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Civi 5.6.0 - wrong css z-index on Activities page when creating/viewing activity

CiviCRM 5.6.0 Joomla 3.8.12 php 7.0.32 On the activities tab of a contact, when you create or view an activity, the panel which pops up is displayed behind the black CiviCRM menu bar, and also behind ...
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21 views

Activitiy's email content - how is it generated and can it be changed?

When assigning an activity in CiviCRM to a contact using the field "Assigned to". Unless deactivated those contacts get send an email. My question is, how this email is generated - is there a ...
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26 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
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1answer
21 views

No contact names in activity emails but only name_{contact_id}. Why?

The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
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129 views

Civirules: how to move contact into NEW group XX days after added to group

I want to automatically move Contacts from my "New Organizer" group to my "Active" group 90 days after the Contact is ADDED to the "New organizer" group. I have created a pipeline to track the stages ...
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1answer
68 views

Network error when viewing individual activities

I can view a profile, view all the activities, but when clicking 'view' to view the details for the individual activity I get 'Network error, unable to reach the server. Please refresh this page in ...