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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
12 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
37 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 ...
2
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1answer
25 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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0answers
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 ...
3
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1answer
34 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 ...
1
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1answer
16 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
16 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 ...
2
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2answers
24 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
23 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
18 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 ...
1
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1answer
20 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 ...
2
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0answers
19 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 ...
2
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1answer
19 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
19 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 ...
3
votes
1answer
35 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 ...
1
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1answer
23 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
108 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
70 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
68 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 ...
1
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1answer
46 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 ...
3
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1answer
44 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
27 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 ...
1
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1answer
41 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 ...
4
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1answer
27 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 ...
2
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3answers
75 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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0answers
11 views

Two fields in focus simultaneouly

I've never come across this before, but a user for one of my sites has just contacted me with the following screenshot and description. Any idea what's going on here? ... It happens when creating an ...
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1answer
37 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 ...
2
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0answers
37 views

CiviCase Timelines with Activity subjects

It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
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2answers
53 views

Is there a deliberate crippling of CiviCRM in order to generate income for development?

The headline is sensationalistic, I know. But on a more rational level, I'm new to the Civi scene but I've dealt with other open source software and have not yet found any that seems to have such a ...
3
votes
1answer
50 views

What can be done to improve loading of Activity searches and tabs on databases with gazillion civicrm_activity_contact rows

Digging in to why one of our larger clients is suffering more from slowness of Activity searches or loading of Activity tab for contacts. Comparing it to other dbs what stands out for this database ...
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0answers
11 views

Exporting activity information for a specific client group

I've never been able to find a way, either in reports or advanced search, to export specified activity details for a specified group of contacts. Here's an example of what i'd like to do: I'd like ...
3
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0answers
47 views

Activity Tab takes much time to load on civi 4.7.29

The activity tab on the contact summary page takes much time to load and list the activities. Below is the time-consuming query which takes around 20-25 sec each for the contacts having ~50 activity ...
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1answer
41 views

How to recover deleted (?) activity

I think I may have deleted a bunch of activities by accident. Here's what seems to have happened: I had "Activity X" scheduled to occur every Saturday from 6/10/17 to 12/30/17 As 2017 rolled along, ...
1
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1answer
30 views

Adding individuals' event attendance as activity for employer?

Is it possible to set up Civi so that when an individual attends an event, it also shows up as an activity for their employer? I'd like to be able to get an overview of how many people from an ...
1
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1answer
29 views

CiviVolunteer Interest form actions

I've installed CiviVolunteer and have a public facing interest form at http://example.org/civicrm/volunteer/join But all this seems to do is create a contact. It doesn't put the contact anywhere that ...
2
votes
1answer
60 views

DataTables Warning: Cannot view Activities after upgrade to 4.7.28

I cannot view Activities on a Contact's Activities Tab, or my activities on my CiviCRM Dashboard. In both cases I receive the following error: DataTables warning: table id=DataTables_Table_0 - ...
2
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0answers
31 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
1
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1answer
48 views

Error exporting activities: Unknown column 'activity_priority.label' in 'field list'

I upgraded a site last night from 4.7.13 to 4.7.27, and there's now an error when exporting activites. The error is: Unknown column 'activity_priority.label' in 'field list']"] I see where this part ...
3
votes
1answer
32 views

How to stop CiviCRM deleting a scheduled follow up activity when the original activity is deleted

Apologies if this has been asked before. It's been a long day and I can't see anything similar in search results. When using schedule follow up activity to create an activity, the follow up activity ...
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1answer
54 views

CiviCRM 4.7.25 - No such field - unknown column a.weight in field list on Activity

Upgraded a few days ago, everything seems fine. Just word that there are some issues registering new participants/payments, the UI "hangs" on submitting the form, but still records the participation. ...
1
vote
1answer
31 views

All My activities show for other person name

I registered someone in CiviCRM and now after doing some activities I saw all my activities for her name and I think both of us link together how can I unlink without losing any information?
2
votes
1answer
26 views

How to disable possibility to enter past date in activities?

I have a custom field of type Date used for activities, even though i have set years prior to current date to 0, it still allows users to select past day and month of the current year. Is there any ...
3
votes
3answers
170 views

Custom fields of type select not displaying in Activity Report

A site I'm working on has recently been upgraded to version 4.6.32. Since this upgrade the client is no longer able to see data from some of the custom fields in the Activity Report. Custom fields ...
1
vote
1answer
18 views

What is the best way to track Business Development and Donor Intel

I work for a nonprofit and we are trying to figure out the best way to document and track business development work such as Intel into potential donors or conversations various execs have had with an ...
1
vote
1answer
24 views

SQL error trying to delete activities following CRM-20958

Now that Civi version 4.7.25 has introduced creation_date for activities, I am having SQL errors when I try to create a new activity or delete a recent activity, which results in fatal errors: ...
2
votes
1answer
67 views

How cleanup civicrm database

I've got a civicrm database of 1.4 Go (information available in PhpMyAdmin) 1Go is used by civicrm_activity table I would like to know if have to clean, purge the database to reduce its size, cache or ...
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2answers
28 views

How to specify which Activity Types should trigger notifications to the Assignee

Currently the setting at civicrm/admin/setting/preferences/display?reset=1 (pls don't ask why it is a Display Preference!) is just an On/Off switch. Looking in to providing an extension so the ...
5
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2answers
80 views

Can you change your default 'Activity Status' for adding a new activity?

Can you change your default 'Activity Status' for adding a new activity? We use completed far more than scheduled...
1
vote
1answer
58 views

Multiple values for custom fields in Activities?

Anyone has seen any custom implementation/extension of custom group multiple values for Activities? Since we are using Activities for many different scenarios, many times the requirement of having ...
3
votes
2answers
25 views

Autofiling email activities via EmailProcessor to ORGANIZATION

I'm successfully using the Autofiling email activities via EmailProcessor feature for Individuals. However, when I try to automatically associate to an Organization with an email address the email is ...