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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For activities of type Email, how do I get the id for the activity just created during hook_civicrm_postProcess?

Normally during hook_civicrm_postProcess, you can get the id of the just created activity from $form->_activityId. For activities of type Email, I can't see how to get the activity id. Am I just ...
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23 views

Email-to-activity processing: how to ignore cc

Autofiling inbound emails as activities via EmailProcessor is a really nice feature. However for some CivCRM users it would be nice to have (always and system-wide) only filed activities for the FROM ...
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41 views

Need to see latest incoming messages

we are a small charity who would like to see all the latest incoming enquiries from our website in one place when we log on to civicrm in wordpress. We have created a general enquiry form (Caldera ...
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10 views

Avoid an activity entry for each recipient contact of a mass mailing

We are facing a huge database growth as we send newsletters to a growing recipients list. The newsletter is sent with CiviCRM Mail to a contacts group. I realized that the biggest table in our project ...
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13 views

Sort function for Activities in CaseView

I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
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39 views

Can you use VBO to update activities on cases?

I'd like to be able to bulk update the status of activities (that happen to be on a case) from a view. I can get the status to update but the problem is it loses the Case ID along the way. For example,...
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Icons are not populating to be selected for Activity Type Options

Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
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23 views

CiviMail User Information Not Displayed

When I add a person to the CiviCRM "Assigned to" section, that person receives an e-mail. However, the data in the tables containing the user information does not appear, instead the code is ...
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17 views

Report of activities with sums on custom fields

I am quite new to CiviCRM but I have programming skills with Drupal so I am looking for a best practice for our needs - and if programming is needed I would appreciate any links / information / hint ...
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17 views

CiviCase activities: cursor jumps in wrong order

Iam adding a new activity within a case, filling out only the fields A) subject B) details. Then going to change the status and clicking in, the cursor jumps back to subject. If i change the flow, ...
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15 views

Post Patterns, Adding Custom Fields to Subject Area

Post Patterns, I Want To Add Custom Data To The Subject Area. By info "Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list ...
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43 views

Can CiviRules assign an activity?

I am successfully triggering on "Activity is added; Trigger for Activity Source" and updating the status of the activity. Now I need to assign the activity to the Source contact in the ...
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26 views

What is the purpose of logs for activities in civicrm_log table?

I am struggling with a large database and try to find ways to reduce data mess. I really wonder why there is no scheduled job to delete old log entries from civicrm_log but this is not my question. ...
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31 views

Custom Fields for Activities not getting Prefilled by a Drupal Webform

When I setup a webform to update existing activities, and I give it cid and activity1 parameters in the URL, the webform loads up contact information and core activity information, but not the custom ...
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Has anyone figured out how to use activity end time on a webform instead of duration?

I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration. Ideally I'd like for them to enter the activity's ...
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39 views

Is there a CiviCRM extension or functionality similar to what Doodle or when2meet provide?

I've used Doodle.com and when2meet.com for scheduling meetings, and wondering if there is an extension that works similarly, or built-in functionality, for CiviCRM. Both sites allow a user to create ...
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25 views

Add/update activity date time using webform

Is it possible to use webform to update the activity date and time using webform?
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38 views

Not seeing engagement index option when adding activities

I'm not seeing an option to set engagement index when trying to add activities? Do I need to enable it somewhere first?
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61 views

Membership Pay later and Activity Renewal

I don't understand why, for a first membership, when a member chooses the "Pay later" option s.he gets a new activity "Renewal" recorded once the payment is manually added by the ...
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28 views

API CSV Import -> for ActivityContact -> invalid value for record_type_id

Using API CSV import to try add entries to the civicrm_activity_contact table -> running out of ideas as to what I need to use for record_type_id (see screenshot) - any other ideas are welcome! Trying ...
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21 views

extension ACL for activity types error “[] operator not supported for strings”

WP 5.3 civi 5.19.3 php 7 select contact record - error as follows: "Fatal error: Uncaught Error: [] operator not supported for strings in /home/leepngo/public_html/wp-content/uploads/civicrm/ext/biz....
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16 views

When adding an activity, a new contact can be created, but it only asks for name and email. How to configure (add fields)?

When a CiviCRM user adds an activity, there is an option of adding a new contact through a pop-up (instead of selecting a contact). I can't find any documentation on whether/how this form can be ...
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19 views

Misleading behavior when importing activities

This is on CiviCRM 5.24.1, just installed. The behavior of the Import Activities page is odd. On the Preview page, Step 3 of 4, the buttons Previous, Import Now, or Cancel are displayed. However, no ...
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Activities not displaying and weird json message

civi 5.9.13 WP 5.2.2 civi In a contract screen activities tab no activities are listed error popup says "DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information ...
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36 views

Not receiving email from Scheduled Reminder for Activity

I am attempting to set up a Scheduled Reminder for Scheduled Activities (CiviCRM 5.20.2/Drupal 7). I have a Scheduled Reminder set up as follows: This is setup to send to the Activity Assignees, 0 ...
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76 views

Is there a way to separate audit activities from “real” actvitites in a case?

In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users. Has anybody found ...
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40 views

Case Activity does't respect 'Do not notify assignees for'?

When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
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25 views

Where is CiviPetition currently documented please?

My online searches for CiviPetition guidance have so far found only nine year old articles which lead to dead ends? Is petition functionality still supported in the latest version of CiviCRM? Can ...
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How to email admin to notify of a scheduled activity

Apologies if I have missed a completely obvious bit of documentation. I want to automatically send an email to our admin users if they schedule a phone call for a later date. Eg, if an admin user ...
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34 views

Permission to see Campaigns in Activity search criteria

When I (admin) go to Search > Find Activities, the criteria includes a selector for Campaigns. Authenticated users, however, do not get that option. See the snippet below from such a user, in my ...
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44 views

Finding people with multiple activities

We have a client who will be recording people who attend theatre productions. These attendances will be recorded as CRM activities (imported in bulk). The client would then like to search for people ...
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27 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
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55 views

Send an email to activity targets when activity is created via the API

This feels like a simple one but I am not sure if there is a way to do this. Does anyone know if you can automate an email to a activity assignee when the activity is created and include activity ...
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13 views

Can you change Added By information via a profile?

5.21.1 D7 Is it possible to change who added an activity/contribution - someone was logged in as someone else and well - its been an internal problem to say the least. I am being asked to change the ...
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Deleting the Upload Folder at Specific Times

When we create an activity, we sometimes add files to these activities. The added files are mostly jpg, png or pdf files. However, these files have a single use. In other words, I do not need to keep ...
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33 views

Recording activities - case or contact summary page?

Is it better practice to record activities in the case rather than on the contact summary? If so, why?
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30 views

Get a view of upcoming activites for cases

I am using the lastest version of CiviCRM in the latest version of Joomla I am trying to use CiviCase to manage workflows but I find the interface counter intuitive I want to see a list of my ...
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30 views

Automated emails generated from activities from address

Is there a setting by which all emails from civi will have the same 'from' address? Specifically I am thinking of activity emails, where an activity is added by someone, and currently all emails sent ...
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37 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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9 views

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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17 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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50 views

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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33 views

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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179 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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18 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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35 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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1answer
18 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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95 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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25 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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56 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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