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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13 views

Including contacts that have done multiple activities in one search

I'm trying to build a list of people who did one specific activity (which was send an email) that have done other activities as well (trying to find activists). How do I build this list? Trying to ...
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12 views

Attachments missing from an applicant profile while I attached these documents to their profile while filling a form

When I filled a web form for an applicant, I attached some documents files too that can be viewed in an activity but when I opened the applicant contact profile their attachments are missing not ...
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CiviCRM Entity and editing or viewing activites

I'm just curious if anyone has done work with CiviCRM Entity and activities. I was considering whether it makes sense (or is even possible) to have people edit certain activities from Drupal rather ...
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Getting an error while viewing an activity. How to resolve it?

` Blockquote Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were ...
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1answer
25 views

I have a list of contacts exported in an Excel. Now I want to adding the same activity to all of them

I've exported a list of approx 200 contacts from Civic, including contactname. I'd like to add in one go the same acticity (i.e. delivery of a brochure) to all of them, avoiding to add that activity ...
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1answer
19 views

Is it possible to create a token in hook_civicrm_tokenValues that retrieves the name of the creator of a non-mass-mailing?

One of our staff team has recently requested a new token be added to civi mailings that allows the name of the sender of the email to be automatically added (for use in the signature at the foot of ...
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33 views

Which tokens are available for activity?

I want to send a reminder to the assignee of an activity and I want to add in the message the phone number (preventing the assignee to log into CRM and spare clicks). I found these tokens from here: {...
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25 views

How to add an activity for the contacts generated via a report?

I have a list of contacts from a contribution report, and I would like to add an activity based on the latest result from the report. My first thought was to have a "action link" to update ...
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27 views

Can I dump all Caldera form submission data into the “details” of a CiviCRM activity?

Caldera will email all form submission data in an email. Can I have that same form submission data added to the details field of CiviCRM activity records? I don't see a tag to be able to do so from ...
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15 views

Extra blank lines in email saved in activities

When an email is sent with the non-bulk method, the copy of the email saved in the activity has extra blank lines at each paragraph end. Whilst not a big issue, it makes reading less easy because you ...
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1answer
78 views

Activity Duration in Hours extension NOT working for CiviCase

Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3) Installed the extension to change Activities Duration from Minutes to Hours https://lab.civicrm.org/extensions/activityhours The ...
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Assigning activity to an entire group without doing the search beforehand?

What would be the easiest way to a get the Record Activity screen prefilled with the contacts from a group without having to search before hand? I wanted to add a link to the menu which would give me ...
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1answer
15 views

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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30 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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3answers
53 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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1answer
12 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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1answer
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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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1answer
51 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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2answers
21 views

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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2answers
24 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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1answer
21 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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1answer
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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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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1answer
48 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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1answer
35 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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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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22 views

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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47 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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1answer
31 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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3answers
40 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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76 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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1answer
41 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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1answer
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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22 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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1answer
23 views

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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1answer
60 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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3answers
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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1answer
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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1answer
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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20 views

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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1answer
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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3answers
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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1answer
29 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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3answers
72 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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1answer
14 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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26 views

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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35 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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2answers
33 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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1answer
33 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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