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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Is there a way to add an activity to a group?

I would like to add an activity to all the records in a query I pulled from Civi. Is there a way to globally add an activity? If possible, I would like to avoid editing each record individually.
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1 vote
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REnaming activity types

I want to do a bit of light housekeeping on the activity types in CiviCRM. I have one activity type called "Internal Client Referral Form" which is used in the webform called "Internal ...
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How can I add activities information in the email sent by civirules?

I have a rule to trigger based on when an activity is added and send an email. I would like to add the content of the activity i.e. activity type, description in the email sent by civirules. Is it ...
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4 votes
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Missing data when exporting activities from search results

After upgrading to CiviCRM 5.43 we've noticed that some fields are blank when performing an export after searching for activities. This is something we do regularly and was working fine before the ...
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Group by Activity Date in Search Kit (rather than date and time)

Is there a way in Search Kit to group activity results by Activity Date rather than date and time? I am looking to build a report that will allow someone to compare daily totals (and other details) of ...
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Activity import gets the century wrong

When I import activities from a CSV using a date format that includes a 2-digit year (for example, mm/dd/yy), dates such as "01/18/22" get imported as January 18, 1922 instead of January 18, ...
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Why I cannot see the activities registered to a contact in her dashboard (frontend)?

Why I cannot see the activities registered in a contact profile, in his dashboard (frontend), when I can find it as a contact in the backend?. I´m a very newbie with this amazing software. Thanks ...
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What is the cutoff for number of activity targets in the UI, and can it be changed?

Drupal 7, CiviCRM 5.39.1 When I edit an activity with a few contacts, I am given the opportunity to edit those contacts. Once the threshold of somewhere between 50-60 contacts is crossed, however, ...
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Activity Time Incorrect in Drupal Views

I just created a Drupal 7 Views report to show the date and time when the user created a case activity. The date is correct. However, I entered this activity at 11:09 am this morning, but Views show ...
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1 answer
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Favorite Activities

I was building a search with search kit and saw there's an option to pull activities that have been starred but I don't see where I can star activities and Google is giving me nothing. Does anyone ...
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Can we add a campaign field to the batch activities screen

Can we add a campaign field to the batch activities screen? My goal is to record attendance on CRM, through batching activities. I want to be able to put what the Campaign is for the specific event ...
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1 vote
1 answer
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how to get a list of activities with their details from some created activity new fields

I need to get a report of activities listed with some extra fields I created for the activity layout. Ex: Type of activity: MEASUREMENTS. I created 2 new fields called "high" and "...
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Bespoke automatic receipt for specific campaign

We want to send a bespoke receipt (schedule reminder) to donors who donate to a specific campaign. We are struggling to work out how to link the schedule reminder to contributions to that campaign - ...
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Not all Activity types are displayed when creating a custom field set

I am trying to create a custom field set that will add additonal fields to a new activity type I have just defined. The activity type can be used for Contacts and Cases. When I try and create the ...
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2 votes
2 answers
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Case Activity Reporter vs Creator

We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
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1 vote
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Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

Gurus, it seems that api3 civicrm_api3('Activity', 'create', [ 'id' => 1234, 'case_id' => 12, ]); does not assign the activity to the case. From my reading of funtion ...
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2 votes
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Limit contacts in "Assigned to" field of an activity to a specific group

I need to limit available contacts in the "assigned to" field in a specific activity to only a specific group. For example, I only want contacts in the "staff" group to be ...
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Activity Access Control - Restrict to contact group

Using Civi 5.38 on a WordPress site We use 3 levels of user role which I manage through the WordPress Access Control screen. I want to retrict some of the acitivities within the roles and am using the ...
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Custom Data Set - Field Limit

I am using Civi 5.38 on a WordPress site. There have been multiple custom data sets created and used for Activities which have all worked fine apart from the most recent set which needs 70+ fields ...
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1 answer
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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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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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1 answer
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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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3 votes
1 answer
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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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2 votes
1 answer
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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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2 answers
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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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2 votes
2 answers
28 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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1 vote
2 answers
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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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1 vote
0 answers
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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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1 vote
1 answer
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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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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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1 vote
1 answer
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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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1 vote
3 answers
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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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1 answer
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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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0 votes
1 answer
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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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1 answer
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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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2 votes
2 answers
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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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1 vote
2 answers
25 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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1 vote
1 answer
28 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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2 votes
1 answer
18 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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2 votes
1 answer
60 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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  • 607
1 vote
1 answer
56 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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0 votes
1 answer
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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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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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2 votes
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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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2 votes
1 answer
34 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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1 vote
3 answers
42 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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1 answer
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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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