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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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1answer
15 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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1answer
16 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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1answer
10 views

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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1answer
9 views

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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0answers
48 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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1answer
25 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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9 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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13 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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1answer
35 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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1answer
31 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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0answers
16 views

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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1answer
39 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
31 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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2answers
31 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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2answers
26 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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2answers
35 views

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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1answer
14 views

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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2answers
41 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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2answers
44 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
54 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
17 views

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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0answers
15 views

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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1answer
31 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
31 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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1answer
30 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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2answers
53 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
41 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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9 views

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
43 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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1answer
27 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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0answers
18 views

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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2answers
27 views

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
25 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
19 views

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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1answer
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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0answers
22 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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1answer
51 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
59 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 ...
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1answer
35 views

Updating an activity using the API

I'm looking at the API and the options to update an Activity are struck through. Is there a way of updating an activity with the API? COUld someone point me in the right direction? Thanks
3
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1answer
121 views

As of 5.4.0, Activity Search gives an empty result set - patch is available

We just upgraded our CiviCRM sites to 5.4.0 and found out that Search | Activity Search always leads to an empty result set. We're on Joomla 3.8.11 but I see the same result on the demo civicrm ...
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2answers
77 views

Create an activity when a specific profile is submitted?

I'm sending out a profile to contacts with a checksum - they are not logged in when they submit it. Can i create an activity for that contact when the profile form is submitted? So far i've run into ...
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3answers
78 views

Smart Group Features Extension to Memberships, Events, Contributions, Activities,

I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them) I would like those ...
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1answer
79 views

Activity Permission - Prevent User to View Other User Activity - CiviCRM

I'm asking about activity permission in CiviCRM. I've tried to search by default functionality to prevent user to view other user activity but i guess there is no feature to do this. This is the case ...
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1answer
53 views

Bug?: Repeat activities won't accept edits after 4.7.31 upgrade

We've noticed that we cannot edit recurring activities after upgrading to 4.7.31 on WordPress 4.9.4 running PHP 5.6.34. On making a change to any activity in a series and hitting "Save", we get the ...
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1answer
34 views

Show Activity Source Contact in a Drupal View

I have created a Drupal view which is used to show any emails sent through CiviCRM to the currently logged in contact. To list the emails, the view shows activities for that contact where the activity ...
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1answer
48 views

Can't use activity table in join query for update

In our set-up we have custom fields associated to activities, the value of which is computed periodically by scheduled job. The job executes a query that reads something like: UPDATE ...
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1answer
34 views

Should new Scheduled Reminders (based on Activity Type = Email) send out to Emails created in the past?

Steps: Created a Scheduled Reminder (SR) for Entity = Activity Type = Email Status = Completed When = 1 hour after Activity Date Time Recipients = Activity Assignees When this was saved I created ...
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3answers
85 views

Why is inbound email activity uneditable in case activity list?

If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
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1answer
41 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...